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§ Private Profile · 619 Western Ave, Seattle, Washington 98104, United States
Financial services platform providing zero-setup, no-code custody, trading, and investment management for investment managers and advisors.
Icebrg, based in London, England, provides a zero-setup, no-code online platform designed for investment managers, offering a comprehensive suite of financial services. The company's platform integrates custody, trading, investment management, and payment capabilities, alongside real-time listed markets execution, clearing, settlement, and custodial services. This integrated approach aims to create a unified ecosystem for trading, investment management, distribution, and client interactions, streamlining complex operational workflows for financial professionals. By consolidating these functions into a single, accessible interface, Icebrg seeks to enhance efficiency and reduce the operational burden on investment managers and advisors, who often navigate fragmented systems. The firm's focus is on delivering an end-to-end solution that supports the entire investment lifecycle, from initial trade execution to comprehensive client reporting. Icebrg was incorporated on February 13, 2020.
Icebrg has raised $13.0M across 2 funding rounds.
Icebrg has raised $13.0M in total across 2 funding rounds.
Icebrg has raised $13.0M in total across 2 funding rounds.
Icebrg's investors include Pelion Venture Partners, Flybridge Capital Partners, iNovia Capital, Madrona Venture Group, David Rosenthal, Hack VC, Mettle Fund, Wave Capital, Formation 8.
Icebrg has raised $13.0M across 2 funding rounds. Most recently, it raised $10.0M Series A in March 2016.
| Date | Round | Lead Investors | Other Investors | Status |
|---|---|---|---|---|
| Mar 1, 2016 | $10M Series A | Pelion Venture Partners | Flybridge Capital Partners, Inovia Capital, Madrona Venture Group | Announced |
| Dec 1, 2014 | $3M Seed | David Rosenthal | Hack VC, Mettle Fund, Pelion Venture Partners, Wave Capital, Formation 8 | Announced |
Icebrg is a zero-setup cost, no-code online platform designed for investment managers, providing comprehensive infrastructure and technology solutions including custody, trading, investment management, payments, CRM, compliance, and reporting.[1] It serves investment managers and advisors by enabling an ecosystem for trading, distribution, and client interactions through user-friendly web interfaces, APIs, and integrations with custodians, data vendors, and KYC/AML providers, ultimately aiming to boost revenues, cut costs, and enhance profitability via shareable infrastructure.[1]
The platform differentiates itself with all-in-one tools like real-time trade execution, clearing, settlement, automated CRM, portfolio management, advanced reporting, and white-labeling, while reducing the need for extensive back-office staff and accelerating client onboarding.[1] This positions Icebrg as a growth enabler for investment firms seeking scalable, efficient operations without high entry barriers.
Icebrg emerged as a specialized fintech platform tailored for investment managers, though specific founding details like year, founders, or early traction are not detailed in available sources.[1] Its development focuses on addressing pain points in investment operations, such as fragmented tools for custody, trading, and compliance, by offering an integrated, no-code solution with immediate scalability.[1]
Pivotal to its backstory is the emphasis on "shareable infrastructure," which supports investment managers' expansion through automated workflows and broad market access, marking a shift toward accessible, tech-driven alternatives to traditional, resource-heavy setups.[1]
Icebrg stands out in the fintech space through these key features:
These elements deliver improved client experiences, higher margins, and flexible growth compared to siloed legacy systems.[1]
Icebrg rides the wave of fintech democratization, where no-code platforms lower barriers for investment managers amid rising demand for digital-native infrastructure in asset management.[1] Timing aligns with regulatory pressures for efficient compliance (e.g., KYC/AML) and the shift to automated, API-driven trading post-global market digitization.
Market forces like cost-conscious boutique funds, remote client servicing, and real-time data needs favor Icebrg's model, which counters high infrastructure costs for smaller players.[1] It influences the ecosystem by fostering a networked environment for advisors and clients, potentially accelerating adoption of shareable tech in wealth management and reducing reliance on big-bank custodians.
Icebrg is poised for expansion as no-code fintech penetrates mid-market investment firms, with integrations like advanced AI-driven reporting or expanded crypto custody likely next.[1] Trends such as embedded finance, regulatory tech (RegTech), and personalized investing via APIs will shape its trajectory, amplifying its role in scalable wealth platforms.
Its influence may evolve toward ecosystem orchestration, partnering with data/market providers to dominate B2B investment tech—tying back to its core promise of frictionless growth for managers in a high-stakes, efficiency-driven landscape.[1]