ICONIQ Capital acts as a global multi-family office and independent SEC-registered investment adviser that provides tailored wealth management and family office services for high‑net‑worth families. Its offerings combine investment advisory, financial planning, and coordination of family needs across generations. The firm operates with fiduciary responsibility as an independent adviser, differentiating itself from more product‑driven firms by providing an integrated, client‑focused platform at scale with global reach. The goal is to help families manage, grow, and preserve their wealth through comprehensive, trusted guidance and coordination across investments, philanthropy, estate planning, and other financial matters.
Company Size
501-1,000
Company Stage
N/A
Total Funding
$143.9B
Headquarters
San Francisco, California
Founded
2011
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