iCapital Network
60 E 42nd St 26th floor,
New York, 10165, NY,
United States
New York, 10165, NY,
United States
1 212-994-7400
Professional Services
iCapital Network Technographics
iCapital Network Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by iCapital Network and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 750 iCapital Network employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that iCapital Network has purchased the following applications: Oracle NetSuite ERP for ERP Financial in 2019, Microsoft 365 for Collaboration in 2015, FreshDesk Customer Support for Customer Support in 2017 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems iCapital Network is running and its propensity to invest more and deepen its relationship with Oracle , Microsoft , Freshworks or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing iCapital Network revenues, which have grown to $140.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for iCapital Network intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
iCapital Network Data, Technology Stack, and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2019 | 2019 |
In 2019, iCapital Network implemented Oracle NetSuite ERP to support Corporate Finance and Equity Reporting functions, classified under ERP Financial. The deployment focused on the Corporate Finance, Equity Reporting team in Greenwich, CT and addressed stock option accounting, shareholder management, and consolidated financial reporting across the firm.
Configuration emphasized core financial modules typical of ERP Financial systems, including the general ledger, financial consolidation, and recurring monthly and quarterly reporting workflows. Oracle NetSuite ERP was used to capture revenue and expense journal entries, to support creation of journal entries for option exercises, and to provide the ledger-level detail required for equity reporting and internal financial consolidation.
The implementation operated alongside the firm’s equity management software Carta and coordinated closely with Human Resources for processing option grants and option exercises, reflecting a cross-system operational model between ERP, equity management, and HR processes. The environment also supported tax reporting workflows, including consolidation of data needed for US tax filings such as forms 3921 and 1099-B, and provided outputs used by the accounting team and external auditors for investment confirmations.
Governance activities tied to the Oracle NetSuite ERP implementation included formalizing internal controls, documenting control processes, implementing checks and balances for large data sets, and establishing monthly and quarterly reconciliation and stakeholder inquiry workflows. Operational responsibilities explicitly included employee training on stock option processes, drafting stakeholder communications, and remediating process gaps to improve equity and shareholder reporting controls.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Microsoft | Legacy | Microsoft 365 | Collaboration | Collaboration | n/a | 2015 | 2015 |
In 2015, iCapital Network deployed Microsoft 365 to provide enterprise Collaboration and productivity services across the organization. The implementation established a cloud-hosted Microsoft 365 tenant that centralizes email, document collaboration, and team communication, and the company is using Microsoft 365 on their website. This configuration positioned Microsoft 365 to service internal teams and client-facing business functions including client services and operations.
Configuration included Exchange Online for corporate email, SharePoint Online for intranet and document libraries, Microsoft Teams for chat and meetings, and OneDrive for user file storage. Identity and access control were managed through Azure Active Directory and tenant-level governance defined permissions, retention, and external sharing policies across approximately 750 employees in the United States. The rollout aligned Collaboration platform configuration with corporate IT governance and standardized productivity workflows across legal, operations, and client service functions.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Freshworks | Legacy | FreshDesk Customer Support | Customer Support | CRM | n/a | 2017 | 2017 |
In 2017, iCapital Network implemented FreshDesk Customer Support. The deployment placed FreshDesk Customer Support on the corporate website to capture client inquiries and centralize inbound support requests for the firm’s client services organization.
Configuration focused on core Customer Support capabilities typical of the category, including ticketing, a web self-service portal, knowledge base management, ticket routing and automation rules, and SLA tracking. FreshDesk Customer Support was configured to standardize issue intake, triage and resolution workflows and to provide reporting visibility for support managers.
Architecturally the solution was provisioned as a cloud-hosted SaaS instance and embedded on iCapital Network’s public site via the Freshdesk web widget to route web-originated tickets into the system. No other integrations are explicitly documented in the source, the observable signal is the website integration that funnels client inquiries into FreshDesk Customer Support for case handling.
Operational scope centered on client-facing support and internal ticket management within iCapital Network’s customer service function, with governance aimed at ticket lifecycle ownership and knowledge base curation. The implementation emphasizes centralized case routing and web-led intake to establish a single system of record for client support requests.
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Customer Support | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2015 | 2015 |
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IT Service Management | ITSM |
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2020 | 2020 |
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IT Service Management | ITSM |
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2021 | 2021 |
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Remote Monitoring and Management | ITSM |
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2020 | 2020 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2014 | 2014 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2014 | 2014 |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Content Delivery Network | IaaS |
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2014 | 2014 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2022 | 2022 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2022 | 2022 |
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IT Decision Makers and Key Stakeholders at iCapital Network
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by iCapital Network Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from iCapital Network IT executives and key decision makers. This section highlights iCapital Network's latest recorded technology evaluations, including Informatica PowerCenter for Extract, Transform, and Load (ETL) on 2025-04-04, RR Donnelley for Print and Mail for Professional Services on 2025-03-16, and DocuSign CLM for Contract Lifecycle Management on 2025-02-24. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the iCapital Network digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD iCapital Network Technographics
iCapital Network is a Professional Services organization based in United States,
with around 750 employees and annual revenues of $140.0 million.
iCapital Network operates a diverse technology stack with applications such as
Oracle NetSuite ERP, Microsoft 365 and FreshDesk Customer Support,
covering areas like ERP Financial, Collaboration and Customer Support.
iCapital Network has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, Microsoft and Freshworks.
iCapital Network recently adopted applications including
Cloudflare CDN in 2022, Proofpoint Email Security and Protection in 2022 and Salesforce Marketing Cloud in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of iCapital Network’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates iCapital Network’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete iCapital Network technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.