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Which global financial technology platform recently agreed to acquire AI Insight, Inc.?

January 28, 2021

Which global financial technology platform recently agreed to acquire AI Insight, Inc.?

Answer: iCapital Network, recently announced it has agreed to acquire the assets of AI Insight, Inc., an alternative investment education and compliance platform offering financial advisors investment research, training, qualification, and compliance support for a broad range of alternative investments, including private capital, hedge funds, non-traded REITs and BDCs, and alternative mutual funds.

 

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Steve Siepak
Blue Vault session at the recent National Planning Holdings National Conference
September 13, 2017

The well-attended Blue Vault session at the recent National Planning Holdings National Conference was very well received. The value of their products was evidenced by the volume of questions from the attendees. Stacy Chitty, Managing Partner, did an excellent job of explaining the history, strategy and value of Blue Vault data.