ICONIQ Capital

ICONIQ Capital

Global multi-family office and investment advisor

About ICONIQ Capital

Simplify's Rating
Why ICONIQ Capital is rated
B-
Rated D+ on Competitive Edge
Rated B on Growth Potential
Rated A on Rating Differentiation

Industries

Venture Capital

Financial Services

Company Size

201-500

Company Stage

N/A

Total Funding

$31.9B

Headquarters

San Francisco, California

Founded

2011

Overview

ICONIQ Capital provides wealth management and investment advisory services to high-net-worth families and individuals. As a multi-family office, it offers tailored financial solutions that include investment management, financial planning, and estate planning. The firm operates as an independent SEC Registered Investment Advisor, ensuring that it adheres to strict regulatory standards and prioritizes the interests of its clients. Unlike many competitors, ICONIQ Capital focuses on a personalized approach, working closely with each family to understand their unique financial goals and challenges. The company's goal is to help families grow and preserve their wealth across generations.

Simplify Jobs

Simplify's Take

What believers are saying

  • ICONIQ Growth's investment in Omni highlights focus on AI-driven business intelligence platforms.
  • Investment in Swap showcases demand for integrated e-commerce solutions with cross-border capabilities.
  • Youth Mental Wellbeing Co-Lab mobilizes $200M, emphasizing importance of mental health initiatives.

What critics are saying

  • Concentration in high-risk tech startups exposes ICONIQ to potential financial volatility.
  • Decline in active U.S. VC investors may increase competition for quality investment opportunities.
  • Focus on AI and data analytics may expose ICONIQ to rapid tech changes and regulatory scrutiny.

What makes ICONIQ Capital unique

  • ICONIQ Capital operates as a global multi-family office and SEC Registered Investment Advisor.
  • ICONIQ Growth invests in companies shaping future industries, supporting growth from early stages to IPO.
  • ICONIQ Impact mobilizes funds for youth mental health, addressing global anxiety and depression issues.

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Funding

Total Funding

$31890.1M

Above

Industry Average

Funded Over

0 Rounds

Benefits

Health Insurance

Dental Insurance

Vision Insurance

Life Insurance

Disability Insurance

Mental Health Support

Fertility Treatment Support

401(k) Company Match

Commuter Benefits

Phone/Internet Stipend

Professional Development Budget

Hybrid Work Options

Company News

Tech News 180
Mar 13th, 2025
Omni Raises $69M in Series B to Expand AI-Powered BI

Omni, a business intelligence (BI) platform, has announced a $69 million Series B funding round led by ICONIQ Growth with participation from existing investors, including Theory Ventures, First Round Capital, Redpoint, GV (Google Ventures), and Snowflake Ventures.

Silicon Canals
Mar 6th, 2025
Uk-Based Swap Raises €36.9M To Expand Its All-In-One E-Commerce Operating System: Know More

London-based Swap, an e-commerce operating system that connects operations on one platform for e-commerce brands, has secured $40M (nearly €36.99M) in a Series B funding round.The funding comes at a time when brands are looking for a comprehensive platform to manage cross-border transactions, inventory, returns, and AI-driven insights in one place.ICONIQ Growth led Swap’s latest investment round, which was participated in by Cherry Ventures, QED Investors, and 9900 Capital.Seth Pierrepont, General Partner at ICONIQ Growth, says, “We have been impressed by Swap’s product focus and velocity. As cross-border commerce becomes increasingly complex, we have seen Swap emerge as a valuable partner for direct-to-consumer brands by unifying fragmented global e-commerce operations into a cohesive platform.”“We believe the company is well positioned to be a leading software enabler of global e-commerce and are excited to support them on this journey.”ICONIQ Growth invests in companies shaping the future of their industries, supporting their growth from early stages to IPO and beyond. The firm provides resources and a network of founders and industry leaders to help portfolio companies. Its investment portfolio includes companies such as Adyen, Airbnb, Alibaba, GitLab, Uber, and Zoom, among others.Capital utilisationSwap plans to expand its presence in the UK, accelerate growth in the US and EU, and enter new markets, including Australia and Canada. It also aims to expand into verticals such as beauty, home goods, and consumer technology.The UK-based company will use the capital to expand its team and introduce Swap Inventory, a product that integrates with its platform. Swap Inventory is designed to enhance pricing modeling, provide AI-driven recommendations for restocking, and improve demand forecasting, inventory tracking, and data analysis. The product connects key operations within the merchant process, enabling businesses to consolidate multiple solutions into a single e-commerce system.Sam Atkinson, co-founder CEO of Swap, says, “From the beginning, we’ve set out to create a new category that is a platform-level solution across all of a brand’s operations.”“This funding cements us as the only e-commerce operating system that can enable inventory solutions, cross-border growth, returns management, and shipping and logistics in a way genuinely tailored to a brand’s needs.”An e-commerce operating systemFounded in 2022 by Sam Atkinson and Zach Bailet, Swap provides an integrated platform designed to help merchants manage various aspects of their operations.By consolidating multiple tools into a single platform, businesses can reduce costs by 30 per cent, increase revenue by 8 per cent, and save the equivalent of seven working days per month through improved efficiency.The system connects functions such as cross-border transactions, inventory management, pricing, and returns within a single framework.Swap enhances decision-making and operational efficiency by incorporating AI, data, and analytics

PR Newswire
Mar 5th, 2025
Iconiq Impact Announces Grantees Of Collaborative Philanthropy Fund Aiming To Mobilize $200M For Youth Mental Health And Wellbeing

ICONIQ Impact's Youth Mental Wellbeing Co-Lab is supporting 25 organizations that are addressing youth anxiety and depression around the world.NEW YORK, March 5, 2025 /PRNewswire/ -- Today, ICONIQ Impact , ICONIQ Capital's platform for collaborative philanthropy, announced the grantees of the Youth Mental Wellbeing Co-Lab—a collaborative philanthropy fund that aims to mobilize $200 million to support organizations addressing youth anxiety and depression around the world.The Co-Lab is kicking off with $112 million in donations from eight philanthropic donors and will support 25 grantee organizations with unrestricted funding over five years.A Syrian girl in Azraq Refugee Camp, Jordan, finds joy and healing through Artolution’s collaborative art."This Co-Lab is boldly supporting organizations addressing critical but often neglected areas of youth mental health, like ensuring culturally responsive care for underserved populations and teaching young people how to build healthy relationships with technology," says Xin Liu, philanthropist and anchor donor to the Youth Mental Wellbeing Co-Lab. "We're encouraging other philanthropists to join us in this effort because we have an opportunity and a responsibility to empower the most vital and powerful force this world has—its young people."The mental health and wellbeing of young people around the world has been declining for nearly two decades. Roughly 20% of youth globally struggle with anxiety, and nearly one in four experience symptoms of depression. Mental health and policy experts agree that global trends like a worsening climate, financial inequity, social media use, and more have created a bleak present—and future—for young people around the world. This is particularly true for young people in the Global South, who often deal with compounding crises like extreme poverty, conflict, and forced migration.Despite an increased need for support, only 2% of government health funding globally is directed toward mental health, leaving many young people without the care they need. Youth mental health and wellbeing is a prime space for support; every dollar given toward scaling interventions for depression and anxiety returns four times its value in terms of improved health and productivity.It's against this backdrop that ICONIQ Impact—alongside Xin Liu and other philanthropists in the ICONIQ community—launched the Youth Mental Wellbeing Co-Lab, which will support organizations focused on reducing youth anxiety and depression by (1) giving young people agency, (2) helping them foster a sense of community and belonging, and (3) building their resilience.Giving young people agency: Economic inequity, climate anxiety, political turmoil, and other societal scale challenges can leave young people feeling powerless and like they lack the ability to control their own circumstances and futures

Tech News 180
Mar 4th, 2025
Swap raises $40M Series B led by ICONIQ Growth

E-commerce operating system Swap has raised $40 million in Series B funding, led by ICONIQ Growth.

News Updates 24
Mar 4th, 2025
Swap banks $40M to build tools for merchants to deal with tariffs and other cross-border trading nightmares

ICONIQ Growth is leading the Series B, with participation also from Cherry Ventures, QED Investors, Portfolio Ventures, and 9900 Capital.

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