Cambridge and iCapital Partner to Revolutionize Alternative Investment Access for Financial Professionals

Cambridge and iCapital® Expand Their Collaboration

In a strategic move set to transform the financial landscape, Cambridge, a prominent independent financial solutions firm, has recently amplified its partnership with the fintech platform iCapital. This collaboration aims to provide enhanced access to alternative investment vehicles, alongside vital research and educational resources, tailored for a network of approximately 3,800 financial professionals throughout the country.

The financial world is witnessing a burgeoning interest in alternative investments, especially among high-net-worth (HNW) individuals. These assets can offer unique opportunities beyond traditional equities and bonds. Jeff Vivacqua, who serves as President of Growth and Development at Cambridge, articulated the significance of this expansion, stating that alternatives have become a crucial aspect of portfolio construction for many affluent investors seeking distinct investment solutions.

This broadened relationship now affords Cambridge's financial advisors comprehensive access to iCapital's extensive platform. It includes an array of strategies and products at the asset class level, alongside valuable educational materials and research insights related to alternative investments. Such resources are particularly designed to meet the increasing demand from affluent clients who are keen on diversifying their portfolios with alternative investment options.

In 2023, Cambridge initiated the Private Client Solutions (PCS) offering, which specifically caters to the needs of HNW and ultra-high-net-worth (UHNW) clients. A core element of this offering is granting higher access to alternative investment vehicles, education, and research. The integration with iCapital is poised to further enhance the capabilities of this initiative, enabling financial professionals to deliver customized service experiences efficiently.

Cambridge is dedicated to supporting independent financial professionals while maintaining its internal control, offering an extensive range of solutions pertaining to advice, growth, technology, and independence. The firm’s nationwide presence includes both Cambridge Investment Research Advisors, Inc. – a major Registered Investment Adviser, and Cambridge Investment Research, Inc. – one of the largest independent broker-dealers in the country.

Through this expanded partnership, financial professionals aligned with Cambridge will be armed with superior tools and insights necessary to cater to their clients' unique investment needs. This evolution underscores the importance of adaptability in today's financial environment, where client requirements are continually shifting toward more complex and diverse investment options.

As the wealth and asset management industries increasingly embrace technological advancements, partnerships like that between Cambridge and iCapital serve as pivotal avenues through which financial experts can enhance their services. Looking ahead, both firms are well-positioned to navigate this landscape, ensuring that their advisors and clients remain at the forefront of the investment curve.

For more information about this partnership and how it may affect your financial strategies, visit JoinCambridge.com.

Contact Information

For inquiries, please contact Jeff Wulf, Senior Vice President at Cambridge, via email at [email protected] or call 800-777-6080.

About Cambridge

Cambridge is a financial solutions firm committed to serving independent financial professionals and their clients while preserving internal control. With a robust selection of strategic options aimed at fostering independence and growth, Cambridge is dedicated to delivering top-tier services throughout the financial services landscape.