News, Comment & Analysis results for Mirador

Financial Results
July 11, 2025

iCapital Raises $820 Million In Fresh Capital Round, Eyes "Strategic Acquisitions"

One of the most prominent disruptors providing HNW individuals with access to alternative

Alt Investments
June 13, 2025

iCapital CEO On New Partnerships, Blockchain And Wider Alternative Asset Access

This news service recently caught up with the CEO and chairman of iCapital, a business that has

M and A
September 10, 2024

Summary Of North American M&A In Wealth Management – April, May And June 2024

A summary of M&A moves in the second quarter of 2024.

M and A
April 2, 2024

iCapital Agrees To Buy Mirador, Raises Data, Reporting Game

Having established itself for more than a decade as a fintech platform focused on alternative

Investment Strategies
April 24, 2023

Hidden Cash In Portfolio Hampers Returns: What Clients Are Doing – Part 2

"Hidden cash" can be a problem – for example money market funds held inside investment accounts.

M and A
April 3, 2023

Summary Of North American Wealth Management M&A – February 2023

A number of M&A deals were consummated or started in February. One significant deal was the private

Wealth Strategies
March 3, 2023

Hidden Cash In Portfolio Hampers Returns: Where Do You Find It? – Part 1

"Hidden cash" can be a problem – for example money market funds held inside investment accounts.

M and A
February 9, 2023

Mirador Completes Fusion Financial Partners Acquisition

The announcement adds to a number of acquisitions that have been completed early this year.

New Products
November 17, 2022

UBS Rolls Out New UHNW Consolidated Assets, Liabilities View

The bank, working with Addepar and Mirador, has launched a way for UHNW clients to see assets and

M and A
August 2, 2022

US Wealth Business Buys Connecticut-based Johnson Brunetti

The story also points to continuing M&A in Connecticut, also part of a busy trend of such

Comment & Analysis results for Mirador