iCapital vs Moxo
iCapitalWealth Management Platforms
MoxoClient Portal Software
From $99 / moPublished price
iCapital Wealth Management Platforms Helping Financial Advisors and Wealth Managers incorporate alternative strategies at scale | Moxo Client Portal Software Orchestrate processes with humans & AI agents | |
|---|---|---|
| Overview | ||
| Category | Wealth Management Platforms | Client Portal Software |
| What it is | Alternative investment platform providing technology for advisors to access private markets products. | Client engagement platform for wealth, financial services, and legal providing secure digital workspaces. |
| Pricing | ||
| Published price | iCapital's current public materials do not provide a citable numeric starting price for the commercial offering. Pricing is therefore treated as sales-led or quote-based. | From $99 / mo Vendor-published tiers: Free $0; Business $99/mo ($960/yr); Pro $499/mo ($4,800/yr); Enterprise custom. Higher tiers add storage per user and advanced workflow/branding features;… |
| Pricing model | Not available | Tiered plans |
| Free options | No free plan · No free trial | Free plan · Free trial |
| Deal on Cubbie | None right now | None right now |
| Company | ||
| Founded | 2013 | 2012 |
| Team size | 501-1000 employees | 51-200 employees |
| Headquarters | New York, NY | Cupertino, CA |