AI Insight
AI Insight (now iCapital Insight) is a subscription web platform providing alternative investment research, training, and compliance documentation for broker-dealers, RIAs, wealth managers, and alternative investment managers across 300+ programs.
- Company typePrivate
- Founded2005
- HeadquartersWorthington, United States
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
What AI Insight does
AI Insight is a subscription-based web platform that provides research, training, and compliance documentation for financial professionals working with alternative investments. Founded in 2005 and headquartered at 60 East 42nd Street in New York, the company serves broker-dealers, registered investment advisors (RIAs), wealth management firms, private banks, family offices, and alternative investment managers. Coverage spans private placements, non-traded REITs, business development companies (BDCs), closed-end funds, and alternative mutual funds, with the platform tracking 300+ programs and comparing them across 120+ features. As of November 2024 the platform monitored 310 private placements targeting an aggregate raise of $95.7 billion.
The platform is built around three core functional modules: a comparative reporting tool that supports side-by-side program analysis, customizable education modules derived from each program's prospectus or private placement memorandum (PPM), and a Training Plan functionality that documents Needs Analysis Surveys, Firm Element Training, Annual Compliance Meetings, and Annual Disclosure Questionnaires. Financial Performance Reporting delivers hard-to-find statistics such as distributions, coverage ratios, sector allocations, capital raise, and leverage ratios, and the Alternative Investment Industry Reports product supplies up to 22 reports per year on non-traded alternatives market trends.
The company operates a sales-led, enterprise-focused go-to-market with three subscription tiers—Financial Firms and Advisors, Alternative Investment Managers, and Continuing Education—priced on an annual basis via quote rather than published pricing. Distribution combines an inside-sales team, dedicated field account managers (Broker-Dealer/RIA Sales, Sponsor Sales, and Continuing Education), and a self-serve web login. In January 2021 AI Insight was acquired by iCapital Network and now operates as AI Insight by iCapital / iCapital Insight within iCapital's broader alternative-investing platform. Revenue, funding history, and detailed ownership economics are not disclosed in the source data.
AI Insight firmographics
Firmographics- Name
- AI Insight
- Legal name
- AI Insight Inc.
- Website
- https://aiinsight.com
- Company type
- Private
- Founded year
- 2005
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Short description
- AI Insight (now iCapital Insight) is a subscription web platform providing alternative investment research, training, and compliance documentation for broker-dealers, RIAs, wealth managers, and alternative investment managers across 300+ programs.
- Ownership category
- akta.pro rank
AI Insight industry classification
Industry- Product category
- Alternative Investment Research & Compliance Software
- NAICS
- Portfolio Management and Investment Advice (523940), Software Publishers (5132), Web Search Portals and All Other Information Services (51929)
- SIC
- Investment Advice (6282), Services-Prepackaged Software (7372)
- akta.pro primary industry
- Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access) (FSAGAEAL)
Keywords
Where AI Insight is headquartered
LocationHeadquarters
- HQ city
- Worthington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
AI Insight business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Others
Revenue model
- Subscription Revenue: Multiple subscription tiers for different customer segments including Financial Firms and Advisors, Alternative Investment Managers, and Continuing Education users. Enterprise-level subscriptions offer customization capabilities for home office use with multiple financial professionals.
- Professional Services - Training: E-learning modules and training programs for continuing education, Firm Element requirements, and AML training. Group registration available with multiple user accounts, supervisor reporting, and administrative capabilities.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Enterprise-Level for Financial Firms and Advisors |
| Subscription | Annual | Standard Subscription for Financial Firms |
| Subscription | Annual | Alternative Investment Manager Subscription |
| Subscription | Annual | Continuing Education and Firm Element |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels5 records
AI Insight product offering
Product offeringCore offering
AI Insight sells a web-based subscription platform that provides broker-dealers, RIAs, wealth management firms, private banks, and family offices with research, training, and compliance documentation for alternative investment programs (private placements, non-traded REITs, BDCs, closed-end funds, and alternative mutual funds). The platform combines a comparative research database (300+ programs across 120+ features), customizable education modules, and compliance/continuing education tools, and is now also distributed as 'iCapital Insight' under parent company iCapital Network.
Product overview
AI Insight is a subscription-based platform for alternative investment research, education, and compliance documentation. The core AI Insight Platform serves as a web-based tool providing broker-dealers, RIAs, financial professionals, and alternative investment managers access to hundreds of alternative investment programs. The platform offers three subscription tiers: Financial Firms and Advisors (enterprise-level regulatory-compliant education and consolidated compliance reporting), Alternative Investment Managers (offering-level education and business relationship tools), and Continuing Education (e-learning modules for CFP and other professional designations). Key product modules include Education Modules for program-specific training, the Comparative Reporting Tool for side-by-side program comparisons, Financial Performance Reporting for key financial statistics, and Alternative Investment Industry Reports providing up to 22 reports annually. The Training Plan Functionality enables customization of compliance documentation. Following its acquisition by iCapital, the product has been rebranded as iCapital Insight.
Differentiator
Problem solved
Functional benefit
Brands
- AltsEdge: A comprehensive certificate program from iCapital and CAIA Association that gives financial professionals a competitive edge with practical knowledge on the role and use of alternative investments (plus up to 10 CE credits).
Products and services
- AI Insight Platform Web-based subscription platform that provides broker-dealers, RIAs, wealth management firms, private banks, family offices, and alternative investment managers with research, training, and compliance documentation across hundreds of alternative investment programs (private placements, non-traded REITs, BDCs, closed-end funds, and alternative mutual funds).
- Continuing Education and Firm Element Training Continuing Education / Firm Element / AML e-learning subscription from FINRA, the Institute for Portfolio Alternatives, AI Insight, and other sources, supporting CE credits toward CFP and other professional designations and satisfying Firm Element and AML training requirements with documented completion and supervisor reporting.
- Alternative Investment Industry Reports Subscription product offering up to 22 packaged industry reports per year on alternative investment trends and historical market data across non-traded sectors, with key financial statistics on Private Placements, Non-Traded REITs, BDCs, Closed-End Funds, and Alternative Mutual Funds (distributions, coverage ratios, sector allocations, capital raise, leverage).
- AltsEdge Certificate Program Comprehensive certificate program co-developed by AI Insight (iCapital) and the CAIA Association that gives financial professionals practical knowledge on the role and use of alternative investments and yields up to 10 CE credits.
Quantifiable outcome
- Supports analysis and comparison of 300+ programs based on 120+ features
- +1 more outcomes
Companies that use AI Insight
Customer profileNamed customers5 records
Segments3 records
Ideal customer profiles3 records
AI Insight technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature5 records
AI Insight partnerships and signals
Strategic signalPartnerships
Six partnerships are on record, tiered core, strategic and minor.
- iCapital NetworkcoreAI Insight was acquired by iCapital Network, a financial technology platform focused on alternative investing for the asset and wealth management industries. The acquisition brought together technologies to continue supporting advisors and their clients with alternative investing. AI Insight is now rebranded as AI Insight by iCapital or iCapital Insight.
- Alternative Investment Exchange (AIX)strategicAIX, a financial technology solutions provider that streamlines the process of transacting in non-traded alternatives, announced a partnership with AI Insight. The partnership enables AI Insight to offer integrated transaction capabilities within its platform for alternative investment education and compliance.
- Integro Insurance BrokersminorAI Insight partnered with Integro to offer reduced E&O (Errors and Omissions) insurance rates to subscribers. An exclusive E&O program designed to help lower rates and broaden coverage for financial professionals.
- CAIA AssociationstrategicPartnership with CAIA Association to offer AltsEdge, a comprehensive certificate program that gives financial professionals competitive edge with practical knowledge on the role and use of alternative investments. Program offers up to 10 CE credits.
- ADISAstrategicActive participation in Alternative & Direct Investment Securities Association (ADISA), the nation's largest trade association representing the non-traded alternative investment space. AI Insight team members serve on the board and participate in annual conferences.
- IPA (Institute for Portfolio Alternatives)strategicPartnership with Institute for Portfolio Alternatives (IPA) for industry education and events. AI Insight participates in IPAVision conferences and forums. Mike Kell chaired IPA's Industry Data and Research Committee.
Scale indicators4 records
Recent moves8 records
Expansion highlights5 records
AI Insight competitors and assessment
Company assessmentDirect peers
- YCharts: Investment research and charting platform for financial advisors with comparable comparison tools and subscription pricing. Most analogous as a subscription research platform aimed at the same broker-dealer and RIA buyer.
- iCapital Network: Parent company and leading alternative investment platform serving advisors and wealth managers. AI Insight operates as 'iCapital Insight' within iCapital's ecosystem, providing the educational and compliance layer adjacent to iCapital's core marketplace.
- YieldStreet: Alternative investment platform offering individual investors access to private credit, real estate, and other alternatives. Comparable as an alternative investment access and education platform, though focused on retail rather than advisor distribution.
- Artivest: Alternative investment platform serving advisors and wealth managers with curated private market access (now part of iCapital Network). Directly comparable to AI Insight's alternative investment manager subscription offering.
Others
- CAIA Association: Professional body issuing the Chartered Alternative Investment Analyst designation and offering alternative investment education. A strategic partner of AI Insight through the AltsEdge certificate program and an adjacent provider of content AI Insight distributes.
Broad incumbents
- Addepar: Wealth management technology platform serving advisors and family offices with portfolio analytics and reporting. Overlaps with AI Insight in serving advisor workflows but focuses on portfolio data rather than alternative investment research and compliance.
- Marketplace by BlackRock: BlackRock's alternative investment marketplace serving wealth managers with private market access. Comparable to AI Insight's platform for sourcing and researching alternative programs, though backed by BlackRock's broader distribution scale.
- Orion Advisor Solutions: Wealth management technology provider offering advisor CRM, portfolio management, and reporting. Comparable to AI Insight as a broader technology platform serving broker-dealers and RIAs, though without the alternatives-specific focus.
- Morningstar: Investment research and data provider with Morningstar Advisor Workstation serving financial advisors. Comparable as an investment research subscription product, though much broader in scope than AI Insight's alternatives specialization.
- SS&C Advent (Black Diamond Wealth Platform): Wealth management technology provider offering portfolio management, reporting, and advisor workflows to RIAs and broker-dealers. Comparable as enterprise subscription technology serving the same financial advisor customer base.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights7 records
Customer concentration
AI Insight social profiles
Digital presenceAI Insight financial estimates
Financial estimateRevenue estimate
Valuation estimate
AI Insight leadership team
Management profileNumber of profiles
Profiles7 records
AI Insight funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
AI Insight 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 AI Insight
What does AI Insight do?
AI Insight sells a web-based subscription platform that provides broker-dealers, RIAs, wealth management firms, private banks, and family offices with research, training, and compliance documentation for alternative investment programs (private placements, non-traded REITs, BDCs, closed-end funds, and alternative mutual funds). The platform combines a comparative research database (300+ programs across 120+ features), customizable education modules, and compliance/continuing education tools, and is now also distributed as 'iCapital Insight' under parent company iCapital Network.
Is AI Insight a public or private company?
AI Insight is a private company. It is classified as corporate owned and is currently acquired.
When was AI Insight founded?
AI Insight was founded in 2005. It employs 11 to 50 people.
Where is AI Insight based?
AI Insight is headquartered in Worthington, United States, in the North America region.
How does AI Insight make money?
Two revenue lines are on record. Subscription Revenue is the primary driver. The others are professional Services - Training.
Who are AI Insight's main competitors?
Direct peers on record are YCharts, iCapital Network, YieldStreet and Artivest. CAIA Association is listed as an others. Broad incumbents are Addepar, Marketplace by BlackRock, Orion Advisor Solutions, Morningstar and SS&C Advent (Black Diamond Wealth Platform).
Does AI Insight have an API?
No public API is recorded for AI Insight.
What industry is AI Insight in?
AI Insight's product category is Alternative Investment Research & Compliance Software. Its primary akta.pro industry code is FSAGAEAL, Alternatives & Multi-Asset Digital Wealth Platforms (PE/VC/Real Assets access). Its NAICS code is 523940 and its SIC code is 6282.