Banco Itaú Teams Up with iCapital to Enhance Private Markets Offering with New Tech Solution
•February 18, 2026
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Companies Mentioned
Why It Matters
By digitizing and securing the private‑markets workflow, Itaú can attract high‑net‑worth investors seeking transparent, efficient access to alternatives while reinforcing trust through enhanced data protection. The partnership also signals broader fintech adoption in wealth management, potentially reshaping industry standards.
Key Takeaways
- •iCapital’s Vault secures client data within Itaú’s environment.
- •End‑to‑end digital workflow streamlines private‑market onboarding.
- •Itaú clients gain access to iCapital‑managed alternative funds.
- •Integration boosts advisor efficiency and reporting transparency.
- •Partnership sets new standard for secure wealth‑tech solutions.
Pulse Analysis
Private‑markets assets have surged in popularity as investors chase diversification and higher returns beyond traditional equities and bonds. Yet the sector remains hampered by manual processes, opaque reporting, and data‑security concerns that deter many wealth managers. Fintech platforms like iCapital are stepping in to bridge the gap, offering scalable digital tools that democratize access to alternative investments while maintaining compliance and operational efficiency.
The Itaú‑iCapital integration creates a seamless, end‑to‑end digital workflow that automates client onboarding, marketing, document management, and performance analytics. Central to this upgrade is iCapital’s Vault, a proprietary data‑security layer that keeps sensitive client information under Itaú’s control even as transactions are fully automated. Relationship managers and back‑office teams now benefit from real‑time reporting and AI‑driven compliance checks, reducing processing time and error rates. For clients, the result is a clearer view of their alternative‑asset exposure and the ability to tap into iCapital‑managed funds alongside Itaú’s curated private‑market managers.
Strategically, the partnership positions Banco Itaú as a technology‑forward wealth manager, differentiating it in a crowded market where high‑net‑worth individuals demand both sophisticated product suites and robust data protection. By being the first to implement the Vault, Itaú sets a new industry standard that competitors may feel compelled to match, accelerating fintech adoption across the wealth‑management sector. As private‑markets continue to attract capital, banks that combine secure digital infrastructure with expansive alternative‑investment access are likely to capture greater market share and drive higher client retention.
Banco Itaú Teams Up with iCapital to Enhance Private Markets Offering with New Tech Solution
Banco Itaú and iCapital Expand Partnership to Advance Private‑Markets Offering with New Technology Solution
In a move impacting alternative investments, Banco Itaú International and Banco Itaú (Suisse) SA—collectively known as Banco Itaú—have deepened their alliance with fintech platform iCapital. Announced recently, this enhanced partnership introduces various types of digital tools to streamline private‑markets investments for Banco Itaú’s affluent clientele across its primary regions.
The core of this expansion lies in integrating iCapital’s specialized technology platform directly into Banco Itaú’s operational framework.
This integration creates a comprehensive, end‑to‑end digital ecosystem that handles everything from initial marketing and client onboarding to ongoing document handling, reporting, and analytics.
By embedding these features, the bank empowers its relationship managers, investment experts, and back‑office teams with user‑friendly tools that simplify the complexities of alternative assets.
A standout feature of the upgrade is the debut of iCapital’s proprietary Vault solution, which prioritizes data security and privacy. This tool ensures that sensitive client details remain firmly under Banco Itaú’s control, even as investment processes become fully automated.
Notably, Banco Itaú is supporting this technology as iCapital’s first wealth‑management partner to implement the Vault, establishing a new industry standard for secure data handling in private markets.
This collaboration builds on Banco Itaú’s established strengths in offering exclusive access to top‑tier private‑market managers. Now, clients will also gain selective entry to iCapital‑managed funds, broadening the range of high‑quality alternative investments available.
The result is a more integrated portfolio approach, blending Banco Itaú’s in‑house products with external options to meet diverse investor needs.
The benefits extend far beyond technology. Investors can expect heightened levels of clarity in their dealings, with scalable options that grow alongside their portfolios. The seamless digital workflows promise a smoother path through the investment cycle, reducing friction and enhancing reliability.
In an era where private markets are increasingly sought after for diversification and returns, this setup positions clients to capitalize on opportunities with greater confidence. Moreover, the emphasis on innovation ensures that the bank’s services remain agile, adapting to evolving market demands through secure and efficient systems.
Jose Franco, Head of Investment Offering & Structuring at Itaú International, emphasized the strategic value:
“We’ve cultivated a distinctive platform over recent years, connecting clients to premier private market opportunities. This step forward with iCapital elevates our service, prioritizing openness, expandability, and reach throughout the investment process. Merging offerings with tech infrastructure fosters a dependable experience for our investors.”
Marco Bizzozero, iCapital’s Head of International and Executive Committee member, stated:
“Our alliance with Banco Itaú redefines efficiency in operations, data oversight, and client interactions within private markets. This development reaffirms the confidence wealth managers have in iCapital, advancing inclusive access to alternatives via a holistic digital platform for advisors and investors.”
iCapital, founded as a global fintech, focuses on democratizing non‑traditional investments. Its marketplace, enterprise tools, and data services cater to wealth advisors, managing over $1.13 trillion in assets worldwide, including substantial portions in alternatives, structured products, and annuities. With a network spanning more than 3,300 firms and 122,000 professionals, iCapital operates from 18 locations globally, leveraging AI for compliance and efficiency.
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