KU

Katie Umile

CEO

iCapital, LLC

Boston, Massachusetts


Contact Information

Email
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Company Information

Company
iCapital, LLC
Industry
financial services
Employees
24.0
Seniority
C suite
Annual Revenue
8796000.0

Technologies

Salesforce Outlook Mobile Friendly Google Analytics Bootstrap Framework Drupal Nginx Remote Sigma

Keywords

wealth management investment management fiduciary consulting retirement planning client-specific analysis financial planning investment strategy fee-only advisor independent advisor client relationships financial education retirement solutions tax-efficient investing portfolio management financial calculators employer retirement plans 401(k) plans ira services diverse investment options financial reporting integrity in finance risk assessment financial tools savings calculators financial literacy behavioral finance personal finance fiduciary duty financial well-being investment goals retirement income client engagement performance monitoring financial advice wealth preservation retirement savings personalized investing financial security customized solutions client objectives trust in finance planning tools innovative finance financial transparency wealth creation financial decision-making comprehensive services financial guidance strategic planning financial services

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