Contact Information
Company Information
Industry
financial services
Professional Summary
Katie Umile serves as CEO at iCapital, LLC. iCapital, LLC operates in the financial services sector with approximately 24.0 employees. The company is headquartered in Boston, Massachusetts. iCapital, LLC generates annual revenue of 8796000.0.
Industry & Role Insights
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MessageCEO tracks 11,960 executives in the financial services sector.
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3,781 executive contacts are available in Massachusetts.
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Our database includes 201,469 c suite-level executives.
Technologies
Salesforce
Outlook
Mobile Friendly
Google Analytics
Bootstrap Framework
Drupal
Nginx
Remote
Sigma
Keywords
wealth management
investment management
fiduciary consulting
retirement planning
client-specific analysis
financial planning
investment strategy
fee-only advisor
independent advisor
client relationships
financial education
retirement solutions
tax-efficient investing
portfolio management
financial calculators
employer retirement plans
401(k) plans
ira services
diverse investment options
financial reporting
integrity in finance
risk assessment
financial tools
savings calculators
financial literacy
behavioral finance
personal finance
fiduciary duty
financial well-being
investment goals
retirement income
client engagement
performance monitoring
financial advice
wealth preservation
retirement savings
personalized investing
financial security
customized solutions
client objectives
trust in finance
planning tools
innovative finance
financial transparency
wealth creation
financial decision-making
comprehensive services
financial guidance
strategic planning
financial services
Related Executives
Outreach Guidance — financial services Sector
Financial services executives like Katie Umile prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.
Katie Umile's Position in the MessageCEO Database
- •Katie Umile is 1 of 1 verified executive contact we track at iCapital, LLC.
- •11,735 verified executive contacts in financial services are in the MessageCEO database.
- •3,577 verified executive contacts in Massachusetts are in the database.
- •146 verified contacts work at financial services companies in the 24.0 employee range (same size as iCapital, LLC).
Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated July 2026.
Frequently Asked Questions
How do I reach Katie Umile directly?
Katie Umile's verified email address is available to MessageCEO Pro subscribers. They currently serve as CEO at iCapital, LLC. Access direct contact info to skip gatekeepers and reach the decision maker.
What company does Katie Umile work for?
Katie Umile is CEO at iCapital, LLC, a company in the financial services sector with 24.0 employees. The company is based in Boston, Massachusetts.
Can I pitch or sell to Katie Umile?
As CEO at iCapital, LLC, Katie Umile is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Katie Umile directly — ideal for B2B sales, partnerships, and executive recruiting.
What industry is Katie Umile in?
Katie Umile works in the financial services industry as CEO at iCapital, LLC. MessageCEO provides verified contact information for executives across all major industries.
Is Katie Umile's contact information verified?
Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Katie Umile's profile is kept up-to-date with the latest available information.
Last updated: July 20, 2026
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