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
Press
news - Oct, 13 2023
The Crunchbase Tech Layoffs Trackerbusinesswire - Jul, 11 2023
InvestCloud Appoints Industry Veteran Heather Bellini as President and CFOinvestmentnews - May, 26 2023
InvestCloud interim CEO opens up about fintech’s recent leadership changesbuff - May, 12 2023
InvestCloud took a shot at Envestnet and missedsocaltech - May, 1 2023
InvestCloud Gets Win In Latin Americathefintechtimes - May, 1 2023
BUNKER Connects LatAm Investors to US Markets With InvestCloud Technologyfinextra - Apr, 29 2023
Bunker selects InvestCloud to launch new digital investment appfinextra - Mar, 5 2023
InvestCloud upgrades White platformdlvr - Mar, 4 2023
Digital Transformation Firm InvestCloud Introduces White FMB+socaltech - Mar, 3 2023
InvestCloud Links With AssetCo, Westwood Groupsocaltech - Feb, 9 2023
InvestCloud Ties With 55ipbit - Nov, 30 2022
InvestCloud launches latest adviser-client matching servicefinextra - Nov, 29 2022
Huntington National Bank launches InvestCloud’s new Find My Advisor appcoverager - Sep, 7 2022
Eagle Life partners with InvestCloud for tailored approach to the salesfinextra - Sep, 2 2022
InvestCloud upgrades NaviPlan platformfinextra - Aug, 11 2022
Eagle Life partners InvestCloud for digital planning techbusinesswire - Jul, 21 2022
InvestCloud Supports Rabobank to Bring Digital Financial Planning to All Levels of Wealthwealthadviser - Jul, 7 2022
Wealth advisers should digitise more, says Yaela Shamberg of InvestCloudfinextra - Mar, 22 2022
InvestCloud works with Oppenheimer on digital wealth platformwealthadviser - Feb, 28 2022
Rathbones selects InvestCloud for new digital solutionslabusinessjournal - Feb, 5 2022
InvestCloud Teams Up With Ameriprise on Financial Softwarefinextra - Jan, 20 2022
InvestCloud adds human touch to digital financial advice with Ameriprisedlvr - Jan, 13 2022
Advicent Solutions acquired by InvestCloudbloomberg - Nov, 19 2021
Fintech InvestCloud Is Considering an IPO Next Yearfinextra - Nov, 19 2021
Bloomberg: InvestCloud eyes $10 billion floatfinancial-planning - Nov, 5 2021
How InvestCloud became a leading TAMP and tech providerlabusinessjournal - Nov, 4 2021
RSM International Tech Company of the Year - InvestClouddlvr - Nov, 3 2021
Fintech InvestCloud Introduces InvestCloud X, a Digital Communication, Planning, and Shopping Solutionfinextra - Nov, 3 2021
InvestCloud unveils InvestCloud Xsocaltech - Nov, 1 2021
InvestCloud Launches New Productsdlvr - Jul, 22 2021
BNP Paribas selects InvestCloud to provide CLM and CRM servicesfinextra - May, 12 2021
InvestCloud bags deal with MUFGow - May, 7 2021
InvestCloud Acquires Advicent and the NaviPlan Platformfinance - Sep, 24 2019
'Recognizing Cost Savings': Westwood Holdings Chooses InvestCloud To Lead Digital Transformationbenzinga - Sep, 24 2019
InvestCloud, Empaxis Launch TAMP1 Investment Platformprnewswire - Jul, 1 2019
InvestCloud Appoints Rebeca Sanchez Sarmiento as CFOaltfi - Apr, 8 2019
Wealth managers need to adjust their approach to better serve womencomputerweekly - Mar, 6 2019
The fintech interview: Part 8 InvestCloudmarketsmedia - Mar, 6 2019
Why RIAs Need Digital Transformationbritish-weekly - Mar, 6 2019
BABC hosts Innovation in the Workplace night in WeHowealthadviser - Mar, 6 2019
Wealth managers face tsunami of change in digital ageprnewswire - Mar, 6 2019
InvestCloud Survey: 80% of Wealth Managers Think Their Firm's Technology Is Not Good Enoughprnewswire - Mar, 6 2019
Courtiers switches on digital wealth management with InvestCloudwealthmanagement - Sep, 21 2018
Building cloud-based tools of the futurebenzinga - Jul, 24 2018
Financial Advisers Need To Be More Engaging, And This Fintech Company Wants To Helpfinextra - Jun, 11 2018
InvestCloud acquires rplan for $20 million to target global asset managersprnewswire - Jun, 11 2018
InvestCloud Inc. acquires rplan Limited for $20 million to target global asset managersprnewswire - May, 29 2018
FCI Advisors digitizes client engagement with InvestCloudriabiz - May, 29 2018
What exactly to make of PCR 'doubling' assets to $250B in an eye-blink amid Addepar's inescapable presencewmtoday - May, 29 2018
The Game of Thrones Struggle Between Banks & Wealth Managersbusinesstoday - May, 29 2018
Are Robots Rocking Your Boat?bobsguide - May, 29 2018
30 asset management software and solutions to watch in 2018verdict - May, 29 2018
InvestCloud innovates with Finworx on AI personalisationinfoworld - May, 29 2018
Dawn of intelligent applicationsthewealthadvisor - May, 29 2018
Why big banks are (finally) deploying robo-advisersfunds-europe - May, 29 2018
DIGITAL: Fund management on the gofinancialit - May, 29 2018
InvestCloud joins City of Boston for family savings programamericanbanker - May, 29 2018
InvestCloud acquires Babel Systems for $20Mlabusinessjournal - May, 29 2018
InvestCloud Moving to Headquarters in West Hollywoodibsintelligence - May, 29 2018
FCI Advisors expands InvestCloud use to wealth managementbankingtech - May, 29 2018
InvestCloud launches US innovation centrecrowdfundinsider - Dec, 15 2017
Fintech Firm InvestCloud Creates Digital Platform & App For Investment Advisor Chilton Trust Companyfinextra - Nov, 22 2017
Freetrade is first startup to join InvestCloud innovation centreprnewswire - Nov, 22 2017
InvestCloud Announces Freetrade As The First Startup In Its UK Innovation Centercrowdfundinsider - May, 5 2017
WeInvest Announces Collaboration With Fintech Company InvestCloud: Seeks to Enhance Robo Service Offeringcrowdfundinsider - May, 3 2017
MASECO Private Wealth Selects InvestCloud to Provide Client & Advisor Portals For UK/U.S. Clientsbuiltinla - Apr, 23 2017
5 LA startups announce big product newscrowdfundinsider - Apr, 20 2017
InvestCloud Unveils New Navy Apps for Pensions, Endowments and Foundationscrowdfundinsider - Mar, 6 2017
InvestCloud Opens Innovation Center for Financial Startups & Institutions in Los Angelescrowdfundinsider - Feb, 28 2017
Fintech Firm InvestCloud Forms Partnership With the City of Boston for Family Savings Programstrictlyvc - Feb, 17 2017
StrictlyVC: October 13, 2015techcitynews - Feb, 11 2017
FinTech Monthly: Seedcamp sells stake in TransferWise, a new FinTech VC launches in London & morebuiltinla - Feb, 8 2017
2016 LA Startup Report: $4.2B in funding and 64 exitstechcitynews - Jan, 12 2017
London FinTech startup Babel Systems acquired by InvestCloud for $20mbusinessinsider - Jan, 11 2017
JPMorgan-backed InvestCloud buys London fintech Babel for $20 millionbusinessinsider - Jan, 11 2017
JPMorgan-backed InvestCloud buys London fintech Babel for $20 millioncrowdfundinsider - Jan, 11 2017
InvestCloud Acquires Fintech Firm Babel Systems For $20 Millionthepaypers - Nov, 4 2016
JPMorgan partners InvestCloud to bring in innovationchannelnewsasia - Nov, 4 2016
JPMorgan hires and takes stake in InvestCloudcrowdfundinsider - Oct, 27 2016
JPMorgan Chase Invests in InvestCloud: Announces Partnership For Digital Wealth Managementsocaltech - Oct, 14 2015
InvestCloud Gets $45M For Software For Investment Advisorsmarketwired - Sep, 30 2015
InvestCloud, Inc Appoints John Stuart as Their Chief Marketing Officer and EVP of Hybrid SolutionsEquityZen does not have an affiliation with, formal relationship with, or endorsement from any companies featured above. This profile is based on publicly available information and is intended to be informative in nature.
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