ICONIQ

Build resilient portfolios and strengthen families’ financial lives, capital, philanthropy, and legacy through investment management and tailored advisory support.

Helps technology founders build and scale companies through investment, operational support, community connections, and actionable research.

Provides investment exposure to technology-shaped real estate and infrastructure, including data centers and flexible urban residential communities.

Helps donors start or scale their giving through personal support, expert-informed collaboration, and connections to promising nonprofit organizations.

Helps philanthropists pool funding, learn from experts and impacted communities, and support nonprofit solutions with multi-year grants.

Helps philanthropists identify and fund organizations developing solutions to major social issues through evaluated grant competitions.

Directs philanthropic funding to locally led organizations and delivery approaches that help children access lifesaving nutrition, immunization, and frontline health services.

ICONIQ Investment Management

ICONIQ Investment Management designs and manages portfolios for influential families and mission-driven institutions. Its approach draws on opportunities across public and private markets, differentiated capital, and the strategic strength of the ICONIQ community. Services include total portfolio management through outsourced CIO capabilities, management of selected strategies within an investor’s portfolio, and family advisory solutions intended to optimize families’ financial lives and strengthen their capital, philanthropy, and legacy. Family advisory is built on deep trust and provides tailored support across families’ financial lives.

• Access Diverse Market Opportunities
  Draw on opportunities across public and private markets to build portfolios designed to compound returns from diverse sources.
• Align Strategies With Investor Profiles
  Receive management across a range of strategies, with investment decisions shaped around the investor’s individual risk and liquidity profile.
• Optimize Family Financial Lives
  Receive tailored family advisory support designed to optimize financial lives, grounded in deep trust and described as extending uncommon care to every part of life.
• Strengthen Family Capital And Legacy
  Access advisory support focused on strengthening family capital, philanthropy, and legacy.
• Manage Selected Portfolio Strategies
  Use ICONIQ to manage selected strategies within a portion of the portfolio, rather than entrusting the management of the total portfolio.

ICONIQ Venture and Growth

ICONIQ Venture and Growth is a venture capital platform that partners with technology founders from inception and early product-market fit through IPO and beyond. Alongside investing, it supports portfolio companies with commercial connections, leadership hiring, experienced operator guidance, data-driven analytics, community gatherings, and research and benchmarking resources. Its interactive benchmarking tool, Compass, provides access to proprietary benchmarks, metric comparisons, industry insights, and custom reports.

• Fund Growth From Inception To IPO
  Partner with ICONIQ from early company-building milestones through public-market milestones and beyond.
• Build Strategic Connections And Pipeline
  Access introductions designed to support customer pipeline, strategic partnerships, and global expansion, with support through the process.
• Find And Close Leadership Talent
  Draw on ICONIQ’s network for leadership candidates, supported by reference checks and assistance from role scoping through offer and close.
• Pressure-Test Strategy With Experienced Operators
  Work directly with operators who bring experience scaling companies to examine strategic choices, improve operating models, and tackle scaling challenges.
• Compare Metrics And Inform Decisions
  Compare company metrics with financial and operating data and proprietary benchmarks to identify gaps and inform decisions about pricing, spending, and organizational design.
• Build Connections Across The Community
  Take part in forums and gatherings that bring company leaders and operators together for community, learning, and connection.
• Apply Research To Scaling Decisions
  Use practical reports and resources on scaling technology businesses, including benchmarks, operating practices, market trends, and guidance for company functions and growth stages.

ICONIQ Real Assets

ICONIQ Real Assets invests in real estate and infrastructure where technology disruption creates scalable opportunities. Its focus includes digital infrastructure, such as data centers and related assets, and urban residential communities operated in partnership with Sentral. ICONIQ supports Blue Owl Capital’s strategy to acquire, finance, develop, and operate data centers and related digital infrastructure assets. With Sentral, ICONIQ owns and operates residential communities offering furnished and unfurnished homes for flexible stays.

Category: Asset Management Services

• Support Data Center And Infrastructure Investment
  Supports a strategy spanning the acquisition, financing, development, and operation of data centers and related digital infrastructure assets.
• Target Technology-Driven Real Asset Opportunities
  Focuses investment on real estate and infrastructure opportunities shaped by technology disruption, including opportunities driven by cloud and artificial intelligence.
• Offer Flexible Urban Living Options
  Provides access to furnished and unfurnished residential homes for stays ranging from a night to multiple years, with amenity-rich communities in walkable city neighborhoods.

Philanthropic advisory

ICONIQ Impact’s philanthropic advisory services help donors begin or scale their giving through connections, resources, and one-on-one support. Its collaborative model brings together philanthropists with shared interests and supports learning from experts and impacted communities. ICONIQ Impact also partners with specialists to identify and vet nonprofit organizations working on promising solutions, and its co-funding model allows donors to pool resources.

• Start Or Scale Giving
  Donors can access connections, resources, and one-on-one support as they begin giving or expand their philanthropic efforts.
• Connect With Like-Minded Donors
  Donors can connect with others who share an interest in issues such as climate change, ocean protection, democracy, and gender equity.
• Learn From Experts And Communities
  Donors can draw on the knowledge of subject-matter experts, peers, and communities closest to the issues to better understand challenges and potential solutions.
• Identify And Vet Nonprofits
  Specialist partners help identify and vet nonprofit organizations working on promising solutions, helping donors direct philanthropic support toward potential grantees.
• Pool Resources For Greater Impact
  Donors can combine resources to support philanthropic efforts collaboratively. The model is described as increasing efficiency for donors and grantees and simplifying reporting processes for grantees.

ICONIQ Impact Co-Labs

ICONIQ Impact Co-Labs are collaborative philanthropy funds that bring donors together to address urgent social challenges. Donors pool resources to support curated portfolios of nonprofit organizations with multi-year grants. Co-Labs guide philanthropists through learning with experts and impacted communities, identifying and vetting organizations, and supporting grantee-led impact reporting. Initiatives address areas including boys’ and men’s wellbeing, women’s health, youth mental wellbeing, ocean health, education and economic mobility, and climate equity.

• Pool Resources For Greater Impact
  Donors combine their resources through co-funding, helping maximize efficiency and avoid duplicating philanthropic efforts.
• Support Long-Term Grantee Planning
  Multi-year, unrestricted funding gives grantees flexibility to determine where resources are needed, support innovation, and plan for the long term.
• Learn Alongside Experts And Communities
  Educational opportunities, including seminars, meetings with peer philanthropists and local leaders, and field trips, help donors understand the challenges and potential solutions they support.
• Fund A Vetted Nonprofit Portfolio
  A collaborative selection process identifies and vets organizations against agreed-upon criteria, which may include being locally led or demonstrating evidence of impact.
• Reduce Application And Reporting Burdens
  By removing applications and shifting diligence to ICONIQ Impact and its expert partners, the model reduces administrative demands on nonprofit organizations.
• Track Impact With Grantee Input
  Jointly developed reporting frameworks help assess real-world change while aiming to avoid unnecessary burdens or undermining grantee independence.
• Support Focused Social Solutions
  The range of Co-Labs gives donors opportunities to support curated nonprofit portfolios working on defined social and environmental challenges.
• Experience Grantee Work Firsthand
  Annual field experiences connect donors with grantee organizations and their projects, with attention to equity and the power imbalances between donors and grantees.
• Join An Active Co-Lab
  Philanthropists can join an existing Co-Lab during its grant period and participate in its collaborative funding effort.

ICONIQ Impact Awards

ICONIQ Impact Awards are open, transparent, rigorously evaluated grant competitions that help members of the ICONIQ community identify philanthropic opportunities and fund organizations addressing major social issues. Past awards have supported innovative, scalable solutions for refugee wellbeing, democratic participation, and maternal and infant healthcare.

• Discover Philanthropic Opportunities
  Open challenges give members of the ICONIQ community a way to identify organizations and solutions addressing major social issues.
• Evaluate Promising Organizations
  Rigorously evaluated competitions help identify organizations with solutions addressing major social issues.
• Fund Scalable Social Solutions
  Award grants support organizations developing innovative, scalable solutions across social issue areas, including refugee wellbeing, democratic participation, and maternal and infant healthcare.
• Review Transparent Challenges
  The transparent challenge format helps philanthropists assess grant opportunities and the social issues they are intended to address.

Child Survival Portfolio

A $100 million philanthropic portfolio supporting 18 organizations working to reduce child mortality in Sub-Saharan Africa and South Asia. It funds nutrition and immunization programs, frontline health services, and new approaches to delivering care where it is needed most. The portfolio backs locally led organizations and addresses gaps in funding and on-the-ground delivery, while seeking to strengthen health systems for the future.

• Integrate Nutrition And Immunization
  Supports combined nutrition and immunization services to help protect children through more integrated care and stronger shared delivery systems.
• Connect Care From Supply To Communities
  Funds connections across supply and service delivery, addressing breakdowns that can prevent supplies and frontline health workers from reaching children.
• Fund Overlooked Health System Gaps
  Channels funding toward underserved needs and organizations that can deliver care locally, complementing existing funding and helping close gaps between global frameworks and local services.
• Back Locally Led Organizations
  Supports organizations operating close to the communities they serve, with a focus on children in Sub-Saharan Africa and South Asia.
• Strengthen Health Service Delivery
  Supports and scales practical tools and approaches intended to make delivery more reliable and help health systems respond in real time.