inCadense
inCadense operates the iTAMP international turnkey asset management platform, enabling wealth managers in offshore, U.S., and international markets to deploy bespoke separately managed accounts with global custody connectivity and trade aggregation.
- Company typePrivate
- Founded2020
- HeadquartersWilmington, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What inCadense does
inCadense is a financial technology platform that operates an international turnkey asset management infrastructure (iTAMP™) enabling wealth managers to deploy bespoke separately managed accounts (SMAs) across offshore, U.S., and international markets. The platform connects to a network of global custody providers and trading venues, supports multi-currency portfolio holdings denominated in foreign ordinaries (rather than being constrained to depository receipts), and includes trade aggregation technology that combines multiple orders and spreads execution across a specified time window to reduce transaction costs. Advisory and client portals allow advisors to establish discretionary relationships, design portfolio solutions, manage portfolios, and provide reporting, while supporting multiple portfolio types including SMA, UMA, Custom, Portfolio Strategist, Emerging Wealth, and Rep-as-Portfolio-Manager structures. The infrastructure is described as supporting in excess of $1 trillion in assets under management through partnerships with select service providers.
The company is legally domiciled as InCadense Corp., a Delaware corporation headquartered in Wilmington, Delaware, with operational offices in New York, Miami, and Singapore. Its wholly-owned subsidiary iH2 Advisors & Company is a Registered Investment Advisor in Delaware and provides the investment-advisory layer — model portfolios, manager research, multi-asset solutions, and overlay management services — delivered through the iTAMP platform. The co-founders bring institutional pedigree: Stephen M. Hagan is the former Head of Manager Research Globally at Citibank, and Anthony J. Harper is the former Head of Managed Investments Globally at BNY Mellon and Pershing LLC. A Board of Advisors includes executives from major institutions such as BNY Mellon, Bank of America, Pershing, and Euroclear.
Revenue is generated primarily through subscription-based advisory fees associated with managed-account solutions delivered via the iH2 Advisors RIA, with pricing determined through advisory agreements and not publicly disclosed. The customer base spans large institutional asset managers (PIMCO, Capital Group, Lazard, Neuberger Berman, WCM Investment Management, AGF, WisdomTree, Schafer Cullen, CQL Capital, Scharf Investments, GeoCapital), sustainable-finance sponsors (Impact Cubed), and distribution partners (UOB Kay Hian, Knights of Columbus, Eolas Capital, Sage Advisory). Geographic focus spans Latin America, the United States, Europe, and Asia Pacific. No revenue figures are publicly disclosed; the only financing signal is a 2024 Form D filing for an exempt offering up to $1,000,000 with $250,000 sold to date.
inCadense firmographics
Firmographics- Name
- inCadense
- Legal name
- inCadense Corp.
- Website
- https://incadense.com
- Company type
- Private
- Founded year
- 2020
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- inCadense operates the iTAMP international turnkey asset management platform, enabling wealth managers in offshore, U.S., and international markets to deploy bespoke separately managed accounts with global custody connectivity and trade aggregation.
- Ownership category
- akta.pro rank
inCadense industry classification
Industry- Product category
- Wealth Management Technology Platform
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394), Open-End Investment Funds (525910)
- SIC
- Investment Advice (6282), Finance Services (6199), Security & Commodity Brokers, Dealers, Exchanges & Services (6200)
- akta.pro primary industry
- Digital Wealth Platforms for Advisors (TAMP/Advisor Tech) (FSAGAEAH)
- akta.pro secondary industries
- Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
Keywords
Where inCadense is headquartered
LocationHeadquarters
- HQ city
- Wilmington
- HQ country
- United States
- HQ region
- North America
Offices4 records
Markets served
inCadense business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Operations, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Services: iH2 Advisors & Company provides investment advisory and related services for clients nationally as a Registered Investment Advisor. Revenue is generated through advisory fees associated with managed account solutions, model portfolios, and overlay management services.
- Capital Raise: The company filed for an exempt offering of securities to raise capital. Offering amount of $1,000,000 with $250,000 already sold as of the filing date.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Investment advisory services via iH2 Advisors |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels5 records
inCadense product offering
Product offeringCore offering
inCadense provides a platform-as-a-service technology infrastructure, iTAMP (International Turnkey Asset Management Platform), that enables wealth managers and financial advisors to deliver bespoke separately managed accounts, model portfolios, and overlay management to high-net-worth investors and family offices across offshore, U.S., and international markets. The platform integrates institutional asset management, scale technologies, back-office services, and cross-border processing through a single end-to-end solution, with the iH2 Advisors & Company registered investment advisory affiliate delivering the underlying advisory mandates.
Product overview
inCadense is a financial technology platform offering separately managed account (SMA) solutions for international markets. The core platform is iTAMP™ (International Turnkey Asset Management Platform), which provides end-to-end managed account infrastructure enabling wealth managers to deploy bespoke portfolios. Supporting products include SMA investment accounts, Wealth Solutions for international wealth management, the iH2 Advisors & Company investment advisory affiliate (offering model portfolios, manager research, and multi-asset solutions), the International Marketplace connecting advisors with multiple portfolio types, and the inCadense Institute for education. The platform serves offshore, U.S., and international markets including Latin America, Asia Pacific, and Europe.
Differentiator
Problem solved
Functional benefit
Brands
- iH2 Advisors & Company: Investment advisory affiliate offering model portfolios, manager research, multi-asset solutions and overlay management via the inCadense platform. A Registered Investment Advisor (RIA) located in Delaware.
- iTAMP
Products and services
- iTAMP
Quantifiable outcome
- Supports in excess of $1 trillion in assets under management
- +2 more outcomes
Companies that use inCadense
Customer profileNamed customers15 records
Segments5 records
Ideal customer profiles1 record
inCadense technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
inCadense partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core and flagship.
- Eolas CapitalcoreStrategic partnership to expand access to customized SMAs and model portfolios for high-net-worth investors, family offices, and asset owners worldwide. The collaboration aims to address cross-border investment growth by leveraging each company's expertise and technology. Des Mac Intyre, Managing Director & CIO of Eolas Capital, serves on inCadense's Board of Advisors.
- WisdomTreecoreCollaboration to deliver WisdomTree-Siegel UCITS Model Portfolios through inCadense's offshore platform. The partnership integrates WisdomTree's diversified portfolios into inCadense's managed-account infrastructure, targeting Latin America, Asia Pacific, and other regions.
- iH2 Advisors & CompanycoreiH2 Advisors & Company is inCadense's investment advisory affiliate that delivers UCITS model portfolios and other managed account solutions through the inCadense platform. iH2 is a Registered Investment Advisor located in Delaware.
- Sage AdvisorycoreStrategic collaboration to expand Sage Advisory's investment strategies into international markets. The partnership utilizes inCadense's technology platform to deliver cross-border ETF and portfolio solutions to global regions including Latin America and Asia Pacific, with the first platform signed in Singapore.
- Impact CubedcorePartnership to deliver sustainable finance investment strategies through the inCadense platform. The collaboration enables wealth managers and advisors across various regions to access ESG and biodiversity portfolios via managed account solutions. Larry Abele, Founder & CEO at Impact Cubed, serves on inCadense's Board of Advisors.
- UOB Kay HianflagshipPlatform deal enabling UOB Kay Hian to offer international managed accounts processing to their clients in Asian markets through the inCadense platform. Featured in Citywire Asia exclusive coverage.
Scale indicators3 records
Recent moves6 records
Expansion highlights6 records
inCadense competitors and assessment
Company assessmentBroad incumbents
- Envestnet: Largest U.S. TAMP and advisor technology platform providing wealth management, data, and analytics infrastructure. Comparable as the dominant TAMP for advisors, though inCadense differentiates by focusing on international/cross-border markets where Envestnet's footprint is thinner.
- Orion Advisor Solutions: Wealthtech platform offering portfolio management, CRM, and advisor technology including TAMP capabilities. Comparable as an integrated platform serving advisors with managed account solutions, with broader functionality than inCadense's international TAMP focus.
- SEI Investments: Investment management and wealth management technology provider offering TAMP, custody, and advisor infrastructure globally. Comparable as an established wealthtech platform with international capabilities, representing a much larger and more diversified incumbent.
- SS&C Advent: Wealth management and asset management technology platform providing portfolio management, reporting, and managed account solutions. Comparable in providing technology infrastructure to wealth managers and asset managers, with broader functionality than inCadense's international TAMP focus.
Direct peers
- AssetMark: TAMP and wealth management platform serving financial advisors with managed account solutions, model portfolios, and technology infrastructure. Highly comparable business model to inCadense's iTAMP, though AssetMark is U.S.-focused and significantly larger.
- SMArtX Advisory Solutions: TAMP and unified managed account platform providing advisors with model portfolios, SMAs, and trading technology. Closely comparable TAMP model targeting advisors, with a U.S. focus that makes inCadense's international positioning a key differentiator.
Emerging players
- Addepar: Wealth management technology platform serving advisors, family offices, and private wealth with portfolio analytics and reporting. Comparable in serving sophisticated wealth managers with technology infrastructure, with overlap in the HNW/family-office segment.
- iCapital: Financial technology platform providing advisors and wealth managers with access to alternative investments, with growing international capabilities. Comparable as a tech-forward platform enabling wealth managers to access institutional product and expanding into international markets.
- CAIS: Alternative investment platform connecting advisors with hedge funds, private equity, and private credit. Comparable in providing wealth managers with access to institutional product through a technology platform, with some overlap in the multi-asset and model-portfolio space.
Regional players
- Allfunds: European B2B fund distribution and wealthtech platform providing access to UCITS and cross-border investment solutions. Comparable in enabling international fund/model portfolio distribution to wealth managers, with stronger European positioning and much larger scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
inCadense social profiles
Digital presenceinCadense compliance and trust
Trust signalCompliance1 record
inCadense financial estimates
Financial estimateRevenue estimate
Valuation estimate
inCadense leadership team
Management profileNumber of profiles
Profiles13 records
inCadense subsidiaries and ownership
Company hierarchySubsidiaries2 records
inCadense funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
inCadense M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about inCadense
What does inCadense do?
inCadense provides a platform-as-a-service technology infrastructure, iTAMP (International Turnkey Asset Management Platform), that enables wealth managers and financial advisors to deliver bespoke separately managed accounts, model portfolios, and overlay management to high-net-worth investors and family offices across offshore, U.S., and international markets. The platform integrates institutional asset management, scale technologies, back-office services, and cross-border processing through a single end-to-end solution, with the iH2 Advisors & Company registered investment advisory affiliate delivering the underlying advisory mandates.
Is inCadense a public or private company?
inCadense is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was inCadense founded?
inCadense was founded in 2020. It employs 11 to 50 people.
Where is inCadense based?
inCadense is headquartered in Wilmington, United States, in the North America region.
How does inCadense make money?
Two revenue lines are on record. Investment Advisory Services are the primary driver. The others are capital Raise.
Who are inCadense's main competitors?
Broad incumbents on record are Envestnet, Orion Advisor Solutions, SEI Investments and SS&C Advent. Direct peers are AssetMark and SMArtX Advisory Solutions. Emerging players are Addepar, iCapital and CAIS. Allfunds is listed as a regional player.
Does inCadense have an API?
No public API is recorded for inCadense.
What industry is inCadense in?
inCadense's product category is Wealth Management Technology Platform. Its primary akta.pro industry code is FSAGAEAH, Digital Wealth Platforms for Advisors (TAMP/Advisor Tech), with a secondary code of FSAGAEAL, Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access). Its NAICS code is 523940 and its SIC code is 6282.