iCapital
iCapital is seeking an Internal Wholesale Analyst to join the Alternative Distribution team, focusing on building relationships with financial advisors and driving revenue through the alternative investment lifecycle. The role involves prospecting new advisors, educating clients, and deepening engagement to accelerate sales cycles and platform adoption. This position requires strong communication skills, CRM discipline, and expertise in alternative investment products to serve as a trusted advisor.
iCapital is a leading financial technology platform that powers the alternative investment marketplace by connecting wealth managers, asset managers, and institutional investors. The company offers technology solutions for discovering, investing in, and managing alternative investments, structured notes, and annuities at scale. iCapital also provides tools for portfolio construction, investment reporting, investor onboarding, and fund distribution across global markets.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for iCapital.
35% above the average for this role
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