Cambridge and iCapital® Expand Relationship to Provide Enhanced Access to Alternative Investment Vehicles, Research, and Education
Expanded relationship will support the growing demand for alternatives among their financial professionals and their high-net-worth clients
FAIRFIELD, Iowa, May 22, 2025 /PRNewswire/ -- Cambridge, a leading independent financial solutions firm serving 3,800 financial professionals across the country, announced it has expanded its relationship with iCapital1, a global fintech platform driving the world's alternative investment marketplace for the wealth and asset management industries. The expanded relationship will provide Cambridge financial professionals with enhanced access to alternative investment vehicles, research, and education.
Cambridge's financial professionals can now access the full scope of iCapital's platform including asset class level strategies and products, education, and research insights in alternative investments, driving significant value for financial professionals and their high-net-worth clients.
"Alternatives have become a critical piece of the portfolio construction process for many high-net-worth investors looking for differentiated investment solutions," said Jeff Vivacqua, President, Growth and Development and member of Cambridge's Office of the CEO. "Through our expanded relationship with iCapital, Cambridge financial professionals will now have access to industry-leading solutions that can support them in meeting the growing demand for these alternative investment vehicles from their clients."
In 2023, Cambridge launched its Private Client Solutions (PCS) offering to address demand for HNW and ultra-high-net-worth (UHNW) client solutions from its financial professionals. A major component of those offerings was access to alternative investment vehicles, research, and education. PCS provides Cambridge financial professionals with the resources, solutions, and personal support they need to deliver a customized service experience to HNW and UHNW clients. This expanded relationship with iCapital will further enhance these capabilities.
About Cambridge
Cambridge is a financial solutions firm focused on serving independent financial professionals and their clients while preserving its internal control. Cambridge offers a broad range of choices for independent financial professionals regarding solutions for advice, growth, technology, and independence. Cambridge's national reach includes: Cambridge Investment Research Advisors, Inc. – a large corporate RIA; and Cambridge Investment Research, Inc. – an independent broker-dealer, member FINRA/SIPC, that is among the largest internally controlled independent broker-dealers in the country. Learn more at JoinCambridge.com.
Contact: Jeff Wulf, Senior Vice President, Cambridge: jeff.wulf@cir2.com or 800-777-6080
Securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC, and investment advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Both are wholly owned subsidiaries of Cambridge Investment Group, Inc.
1iCapital, Inc. and its affiliates (together, "iCapital")
View original content:https://www.prnewswire.com/news-releases/cambridge-and-icapital-expand-relationship-to-provide-enhanced-access-to-alternative-investment-vehicles-research-and-education-302462427.html
SOURCE Cambridge