Keebeck Wealth Management announced partnership with iCapital®

Partnership leverages iCapital's innovative technology platform and comprehensive educational resources to enhance Keebeck's tailored solutions and investment opportunities.
PRNewswireFebruary 23, 20244 min

Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, announced 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.”

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