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iCapital Network to Acquire AI Insight to Expand Alternative Investment Education Suite for Financial Advisors
Friday 22 January 2021

New York-based financial technology platform iCapital Network has agreed to acquire the assets of investment education and compliance platform AI Insight, Inc. to enhance alternative education and compliance offerings for financial advisors, the company said.

Terms of the transaction were not disclosed.

The acquisition of AI Insight supports iCapital's mission to equip independent advisors with comprehensive education and resources to ensure they are fully versed in the complexities of funds and how they are best integrated in client portfolios.

iCapital leverages AI Insight's platform to offer independent advisors fund-specific research and credentialing.

iCapital Network is a global financial technology platform driving access and efficiency in alternative investing for the asset and wealth management industries.

AI Insight, Inc. is an alternative investment education and compliance platform offering financial advisors investment research, training, qualification, and compliance support for a range of alternative investments, including private capital, hedge funds, non-traded REITs and BDCs, and alternative mutual funds.
Date Published: 22/01/2021