This alliance will create streamlined access to investment products and further support growth across alternative asset managers and the wealth channel.
July 8, 2025
Technology
July 8, 2025
July 1, 2025
Orion and iCapital® Deepen Integration to Empower Independent Advisors with Seamless Access to Alternative Investments
“This deepened collaboration with iCapital simplifies the complexities of alternative investments, enabling advisors to build more diversified, goal-aligned portfolios.” — Todd Bertucci, Executive Vice President, Orion Advisor Technology
May 30, 2025
Vistra Appoints Jim Lee as Executive Vice President, Sales, Global
Jim Lee's knowledge and insights of the US market will be incredibly valuable as Vistra continues to scale-up its commercial capabilities across key origination markets in the US, UK and Greater China.
May 27, 2025
FSI Launches FinancialCareers.org to Attract Next-Gen Financial Advisors and Industry Leaders
New site provides career resources and job opportunities in the independent financial services industry.
May 21, 2025
Addepar acquires Arcus to boost AI capabilities
Addepar is committed to investing over $100m annually in research and development.
May 13, 2025
iCapital® Will Acquire Citi Wealth’s Alternative Investments Feeder Platform and Will Also Provide an End-to-End Technology Solution for All Alternative Investment Structures
iCapital will also assist with global sales and service enablement through a team dedicated to Citi Wealth to support the growth of Citi’s alternatives program.
May 2, 2025
VENTURE.co Launches VENTURE.co Fund Services to Transform Fund Administration
The new fund administration offering cements VENTURE.co as a leading service provider in the alternative investment industry.
April 29, 2025
VENTURE.co Fund Services Hires Tony Olivo as Chief Revenue Officer
Tony Olivo joins VENTURE.co from Vistra (formerly Phoenix American), where he served as Vice President of Sales.
April 22, 2025
Wealthtech Key to Advisor Shortage Pickle: Reports
"Solving the advisor capacity challenge will require a deep rethinking of the advisor operating model." McKinsey and Company
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The alternative investments industry is
expected to grow to $17 trillion by 2025.
