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CONCERT Felipe Luna

CONCERT Global expands alternative investments offering via alliance with iCapital Network


CONCERT Global, a Silicon Valley-based advisory technology firm, has formed an alliance with iCapital Network to deliver a complete alternative investments solution to CONCERT’s growing network of independent advisors and broker/dealers.

“Alternative investments can play a critical role in a well-constructed portfolio but, until recently, haven’t been readily accessible to all advisory professionals and their qualified clients,” says Felipe Luna, CEO of CONCERT Global Group, Ltd. “iCapital Network has created an elegant solution that eliminates the historical barriers to this important asset class and fits seamlessly with our platform and mission to help advisors scale, grow and deliver the highest-quality client experiences.”

The two tech-oriented firms will collaborate to deliver a fully-integrated alternative investments offering for independent wealth managers. The solution will be accessible through CONCERT’s core Advisor Technology service platform, and includes: an evolving menu of private equity and hedge funds that have historically only been available to institutional investors; investment minimums as low as USD100,000 to facilitate diversified high-net-worth exposure; extensive due diligence materials to support investment research and decision-making; flexible, intuitive technology that streamlines the subscription process and ongoing fund administration; and full integration with the industry’s leading reporting and custodial platforms.

“iCapital’s strong sourcing and diligence capabilities were a decisive factor in forging this new partnership, and are a natural complement to our robust wealth management offerings,” says Jeff Pietsch, President of CONCERT Wealth Management, Inc.

“The solution from CONCERT and iCapital will equip small and mid-size advisors with a powerful suite of alternatives capabilities that has the potential to change the competitive dynamics for high-net-worth business,” says Lawrence Calcano, Managing Partner of iCapital Network. “Technology is a fundamental part of our operating culture and we’re proud to be working with CONCERT to continue the intelligent use of technology in the delivery of customised financial advice.”

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