Partnership leverages iCapital’s innovative technology platform and comprehensive educational resources to enhance Keebeck’s tailored solutions and investment opportunities.
“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
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
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
iCapital employs more than 1200 people globally, and has 13 offices worldwide including
For more information, visit https://icapital.com | Twitter (X): @icapitalnetwork |
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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.
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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.Â
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