Noah Holdings

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

iCapital Network is a fintech platform for alternative investments and investors. It has transformed the way the wealth management, banking, and asset management industries facilitate access to private markets investments for their high-net-worth clients by providing intuitive, end-to-end technology and service solutions. Wealth management firms use iCapital’s solutions to provide clients with quality funds at lower minimums and simplified digital workflows. Asset managers, RIAs, and banks leverage iCapital’s technology to streamline and scale their alternative investments operational infrastructure. Additionally, the iCapital ‘flagship’ platform offers wealth advisors and their high-net-worth client's access to a curated menu of private equity, private credit, hedge funds, structured investments, and other alternatives to help meet their investing needs for return and diversification. iCapital’s research and diligence team offers robust analysis alongside the firm’s extensive suite of advisor education, compliance, portfolio management, and portfolio analytics tools and services. iCapital has been recognized on the Forbes FinTech 50 list each year from 2018 through 2002, the Forbes America’s Best Startup Employers in 2021 and 2022, and MMI/Barron’s Industry Awards as Solutions Provider of the Year in 2020 and 2021. As of May 31, 2022, iCapital services more than US$130 billion in global client assets, of which more than US$30 billion are from international investors (non-US Domestic), across more than 1,035 funds. Employing more than 800 people globally, iCapital is headquartered in NYC and has offices worldwide including in Zurich, London, Lisbon, Hong Kong, Singapore, and Toronto.

Upgrade, Inc. is an online lending platform based in San Francisco, California, with additional offices in Phoenix, Montreal, and Chicago. Founded in 2016, Upgrade provides access to personal loans and the Upgrade Card, offering consumers affordable credit options. The Upgrade Card combines the benefits of traditional credit cards with the responsible lending characteristics of installment loans, available at numerous retail locations in the U.S. In addition to lending services, Upgrade offers free credit monitoring, alerts, and educational tools designed to help consumers understand and manage their finances effectively. By combining financial products with educational resources, Upgrade aims to promote responsible credit use among mainstream consumers.

Kiavi is a private lender specializing in financing solutions for residential real estate investors. The company provides bridge and rental loans, focusing on funding property investments and revitalizing aging housing stock. Formerly known as LendingHome, Kiavi utilizes advanced technology to automate the underwriting and decision-making processes, significantly reducing the manual steps involved in loan approvals. Additionally, Kiavi offers fix-and-flip lending services, empowering real estate investors with streamlined application processes and access to expert advice. Through its platform, Kiavi aims to provide reliable capital to clients, enabling them to successfully scale their real estate ventures.

Upgrade, Inc. is an online lending platform based in San Francisco, California, with additional offices in Phoenix, Montreal, and Chicago. Founded in 2016, Upgrade provides access to personal loans and the Upgrade Card, offering consumers affordable credit options. The Upgrade Card combines the benefits of traditional credit cards with the responsible lending characteristics of installment loans, available at numerous retail locations in the U.S. In addition to lending services, Upgrade offers free credit monitoring, alerts, and educational tools designed to help consumers understand and manage their finances effectively. By combining financial products with educational resources, Upgrade aims to promote responsible credit use among mainstream consumers.