ICONIQ Capital provides investment and wealth management services spanning investment management, venture capital, real assets, and philanthropy. The firm works with clients to manage portfolios alongside broader financial planning and legacy considerations.
The company operates from five offices across San Francisco, Palo Alto, New York, London, and Singapore, applying what it describes as a global perspective to local investment opportunities. Its practice areas combine traditional asset management with venture capital investing and real assets, alongside dedicated philanthropic advisory services.
ICONIQ emphasizes collaborative approaches to complex investment challenges, positioning itself at the intersection of institutional investment discipline and entrepreneurial thinking. The firm's model centres on deep partnerships with clients, blending portfolio management with strategic guidance on broader wealth and legacy matters.