ICONIQ Capital:
A Leading Wealth & Investment Management Firm for High Net Worth Clients

Recently Released!!!
Date Published: August 3, 2023
Summary PowerPoint Deck: 28 Slides
Reference PowerPoint Deck: 65 Slides

ICONIQ Capital was founded by Michael Anders, Chad Boeding, Will Griffith, & Divesh Makan in 2011. The firm is based in San Francisco, CA. ICONIQ Capital has five offices, 453 employees, 137 financial advisors, 663 clients, 1,416 accounts, & $80.0 billion assets under management. ICONIQ Capital is led by its Partners Michael Anders, Will Griffith, & Divesh Makan, and Chief Operating Officer Lou Thorne. ICONIQ Capital is privately owned. Its web site can be found at www.iconiqcapital.com

This research addresses the key historical phases of ICONIQ Capital, including:
  • Early Fund Raise Phase
  • Middle Fund Raise Phase
  • Recent Fund Raise Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, financial advisors, clients, accounts, & assets under management..

Its profile includes detailed outlines of its core services, including:
  • Family Office
  • ICONIQ Growth
  • Real Estate
  • Impact Investing

And its profile concludes with the highlights of its organizational structure & ownership.


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