Keebeck Wealth Management, a boutique, independent advisory firm dedicated to empowering entrepreneurs and multi-generational families with strategic wealth management, has formed a partnership iCapital.
This collaboration will offer Keebeck’s clientele unparalleled alignment, access, and edge to investment opportunities and marks a significant milestone in the wealth management industry.
“As Keebeck continues to grow at an unprecedented rate, our partnership with iCapital becomes a cornerstone for scaling our ability to meet and exceed our clients’ expectations,” said Bruce Keebeck Lee, founder and CEO of Keebeck Wealth Management. “iCapital’s platform not only offers us the technological prowess to handle high demand, but it also enriches our advisory services with extensive educational resources for both our clients and advisers.”
The partnership between Keebeck Wealth Management and iCapital is designed to provide a competitive advantage by enh