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iCapital vs Upvest

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iCapitalWealth Management Platforms
UpvestInvestment Management Software
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Wealth Management Platforms

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Wealth Management Platforms

Overview
Focus
Wealth Management Platforms
Investment Management Software
Product
Alternative investment platform providing technology for advisors to access private markets products.
German investment API for brokerages and neobanks.
Headquarters
New York, New York
Berlin, Germany
Company size
501-1,000 employees
51-200 employees
Founded
2013
2017
Pricing details
Source updated
Oct 29, 2026
Oct 29, 2026

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Wealth Management Platforms