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Keebeck Wealth Management Partners with iCapital® to Expand Investment Opportunities for Entrepreneurs and Families

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Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities.

CHICAGO, Feb. 23, 2024 /PRNewswire/ — Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced today its partnership with iCapital1, the global fintech platform driving the world’s alternative investment marketplace for the wealth management industry. This collaboration will offer Keebeck’s clientele unparalleled alignment, access, and edge to investment opportunities and marks a significant milestone in the wealth management industry.

“As Keebeck continues to grow at an unprecedented rate, our partnership with iCapital becomes a cornerstone for scaling our ability to meet and exceed our clients’ expectations,” said Bruce Keebeck Lee, founder and CEO of Keebeck Wealth Management. “iCapital’s platform not only offers us the technological prowess to handle high demand, but it also enriches our advisory services with extensive educational resources for both our clients and advisors.”

The partnership between Keebeck Wealth Management and iCapital is designed to provide a competitive advantage by enhancing the alignment, access, and edge to sophisticated investment opportunities. It also symbolizes a broadening relationship with iCapital that is poised to support Keebeck’s rapid growth trajectory.

“The expansion of our partnership with Keebeck represents our ongoing commitment to provide unparalleled access to the alternative investment landscape,” said Lawrence Calcano, Chairman and CEO of iCapital. “Together, we are setting a new standard for what investors and advisors can expect from their wealth management experience.”

The partnership also addresses a crucial need for higher bandwidth to manage increased client interactions and provides a vast library of educational content that will empower advisors and clients with the knowledge to make informed investment decisions. Keebeck’s own educational content will also be accessible through iCapital’s platform which will further enhance client service and engagement.

“The integration with iCapital will enhance our capabilities significantly and will allow us to offer more to our clients,” added Lee. “It’s an extension of our commitment to trust and excellence in serving our clientele.”

For more information about Bruce Lee and Keebeck Wealth Management, please visit https://www.keebeck.com/

About Keebeck Wealth Management
Keebeck Wealth Management is an independent advisory firm committed to serving aspiring entrepreneurs, pivoting business owners, and multi-generational families. With a focus on strategic partnership and wealth management, Keebeck aims to empower its clients to achieve their financial aspirations. With a focus on delivering customizable strategies to meet complex financial needs, Keebeck offers institutional-quality research, due diligence, consulting, and investment solutions. By arming itself with sophisticated intellectual capital, Keebeck positions itself as an industry disruptor that is leveraging flexibility and a disciplined process to provide access with an edge, balancing fiduciary duty with strategic innovation for optimal client outcomes.

About iCapital
iCapital powers the world’s alternative investment marketplace offering a complete suite of tools, end-to-end enterprise solutions, and an innovative operating system. iCapital is the trusted technology partner to independent financial advisors, wealth managers, and asset managers, offering unrivaled access, technology, and education to incorporate alternative assets into the core portfolio strategies for their clients.

At the forefront of the digital transformation in alternative investing, iCapital’s secure platform delivers a complete portfolio of management capabilities for education, transactions, data flows, analytics, and client support throughout the investment lifecycle. With $1762 billion in global platform assets, the iCapital operating system automates and streamlines the complex process of private market investing and seamlessly integrates with clients’ existing infrastructure platform and tools. 

iCapital employs more than 1200 people globally, and has 13 offices worldwide including New York, Greenwich, Zurich, Lisbon, London, Hong Kong, Singapore, Tokyo, and Toronto. iCapital has consistently been recognized for its outstanding innovation, fintech industry leadership, and performance including Forbes Fintech 50 for 2018, 2019, 2020, 2021, 2022, 2023, and 2024 and MMI/Barron’s Industry Awards as Solutions Provider of the Year for 2020, 2021, 2022, and 2023.

For more information, visit https://icapital.com | Twitter (X): @icapitalnetwork |
LinkedIn: https://www.linkedin.com/company/icapital-network-inc/

Please note, the information provided on this website is for informational purposes only and investors should determine for themselves whether a particular service or product is suitable for their investment needs Keebeck Wealth Management.

The material herein has been provided to you for informational purposes only by iCapital, Inc. (“iCapital”). This material is the property of iCapital and may not be shared without the written permission of iCapital. No part of this material may be reproduced in any form, or referred to in any other publication, without express written permission of iCapital.

This material is provided for informational purposes only and is not intended as, and may not be relied on in any manner as, legal, tax or investment advice, a recommendation, or as an offer to sell, a solicitation of an offer to purchase or a recommendation of any interest in any fund or security. You should consult your personal accounting, tax and legal advisors to understand the implications of any investment specific to your personal financial situation. This material does not intend to address the financial objectives, situation or specific needs of any individual investor. Alternative investments are complex, speculative investment vehicles and are not suitable for all investors. 

The information contained herein is an opinion only, as of the date indicated, and should not be relied upon as the only important information available. Any prediction, projection or forecast on the economy, stock market, bond market or the economic trends of the markets is not necessarily indicative of the future or likely performance. The information contained herein is subject to change, incomplete, and may include information and/or data obtained from third party sources that iCapital believes, but does not guarantee, to be accurate. iCapital considers this third-party data reliable, but does not represent that it is accurate, complete and/or up to date, and it should not be relied on as such. iCapital makes no representation as to the accuracy or completeness of this material and accepts no liability for losses arising from the use of the material presented. No representation or warranty is made by iCapital as to the reasonableness or completeness of such forward-looking statements or to any other financial information contained herein.

Securities products and services are offered by iCapital Markets, an SEC-registered broker-dealer, member FINRA and SIPC, and an affiliate of iCapital, Inc. and Institutional Capital Network, Inc. These registrations and memberships in no way imply that the SEC, FINRA, or SIPC have endorsed any of the entities, products, or services discussed herein. Annuities and insurance services are provided by iCapital Annuities and Insurance Services LLC, an affiliate of iCapital, Inc. “iCapital” and “iCapital Network” are registered trademarks of Institutional Capital Network, Inc. Additional information is available upon request.

© 2024 Institutional Capital Network, Inc. All Rights Reserved.

1 iCapital, Inc. together with its affiliates, “iCapital”
2 As of December 31, 2023

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SOURCE Keebeck Wealth Management

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