iCapital, LLC Employee Directory
Financial ServicesMassachusetts, United States11-50 Employees
iCapital, LLC, based in Boston, operates in the financial services sector as a fiduciary adviser delivering fee-based investment management and high-touch service to qualified retirement plans. The firm emphasizes independence, integrity, and innovation in its practices and asset management. Its approach to investing is grounded in Modern Portfolio Theory, seeking an optimal balance of risk and return, and it acts as a qualified fiduciary adviser that assesses client needs and provides access to financial, ERISA, and technology resources. In a recent development, iCapital earned certification from the Centre for Fiduciary Excellence (CEFEX). Its clients are retirement plans seeking comprehensive oversight and support for their investment programs. Within the financial services landscape, the company positions itself as an independent fiduciary adviser that combines asset management with tailored resources to meet evolving plan requirements.
1-888-653-2347 
support@leadiq.com 
