On July 18, 2024, iCapital announced a strategic alliance with Ashton Thomas Private Wealth.
iCapital announced, on July 18, 2024, a strategic alliance with Ashton Thomas Private Wealth (“Ashton Thomas”) to provide financial advisors and their clients with streamlined data management and simplified access to alternative and structured investment opportunities. Further terms of the transaction were not disclosed.
iCapital, based in New York, is financial technology company offering services to wealth management, banking, and asset management companies. As of May 2024, iCapital serviced approximately $191.2 billion in client assets.
Ashton Thomas, based in Scottsdale, Arizona, is a financial services firm providing fee-based financial planning and investment portfolio management, retirement planning, securities brokerage, life and health insurance, and income tax preparation services. As of July 2024, Ashton Tomas had over $2.8 billion in client assets under management.
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