Cambridge, a leading independent financial solutions firm serving 3,800 financial professionals across the country, announced it has expanded its relationship with iCapital1, a global fintech platform driving the world’s alternative investment marketplace for the wealth and asset management industries. The expanded relationship will provide Cambridge financial professionals with enhanced access to alternative investment vehicles, research, and education.
Cambridge’s financial professionals can now access the full scope of iCapital’s platform including asset class level strategies and products, education, and research insights in alternative investments, driving significant value for financial professionals and their high-net-worth clients.
“Alternatives have become a critical piece of the portfolio construction process for many high-net-worth investors looking for differentiated investment solutions,” said Jeff Vivacqua, President, Growth and Development and member of Cambridge’s Office of the CEO. “Through our expanded relationship with iCapital, Cambridge financial professionals will now have access to industry-leading solutions that can support them in meeting the growing demand for these alternative investment vehicles from their clients.”
In 2023, Cambridge launched its Private Client Solutions (PCS) offering to address demand for HNW and ultra-high-net-worth (UHNW) client solutions from its financial professionals. A major component of those offerings was access to alternative investment vehicles, research, and education. PCS provides Cambridge financial professionals with the resources, solutions, and personal support they need to deliver a customized service experience to HNW and UHNW clients. This expanded relationship with iCapital will further enhance these capabilities.
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