InvestCloud Stock
InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions.
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About InvestCloud Stock
InvestCloud empowers investors and managers with a single version of the integrated truth through its unique digital platform. Today the InvestCloud platform supports over $1.7 trillion of assets across 670 institutional customers. InvestCloud creates custom solutions for better decision-making. From Client Communications (Client Portals and Reports) and Client Management (Advisor Portals and CRM) to Digital Warehousing, Data Analytics and Accounting, InvestCloud offers first-class digital investment platforms for successful investing that are rapid to deploy and hyper-modular. Customer segments include wealth managers, institutional investors, asset managers, family offices, asset services companies, financial platforms, and banks. Unleash your data potential.
Funding History
| August 2010 | $480K |
|---|---|
| October 2013 | $8.6M |
| October 2015 | $45.0M |
Management
Co-Founder and Chief Executive Officer
John Wise
Founder, EVP, President
Michael A. Smith
Chief of Staff
Fiona Francois
Chief Technology Officer & Co-Founder
Julian Bowden
Co-Founder & CIO
Vincent Sos
Chief Product Officer & Co-Founder
Yaela Shamberg
Vice President Of Software Development
Dan Santner
Senior Sales Executive
Steven Skavdahl
Chief Marketing Officer
Mark Trousdale
Board Member
Richard Lumb
Head of Strategy, Private Banking & Wealth
Alessandro Tonchia
Co-Founder and President
Colin Close
CEO Financial Supermarkets Division
Cheryl Nash
Chief Operating Officer
Nicole Nakashian
Director, Strategic Programs
Heather Matthews
Co-Chief Information Officer
Anthony Perkins
President, Mid-Market Division
Peter Hess
Sales & Marketing Executive
Anthony Stich
Board of Director
Richard Garman
Product Manager
Amanda Fisher
Chief Corporate Development Officer
J. P. Whelan
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