InvestCloud

64 results about this entity

Period: 13 Oct 2015 - 12 Jan 2024

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InvestCloud installs former Fiserv chief Yakubi as CEO

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InvestCloud installs former Fiserv chief Yakubi as CEO

WealthTech firm InvestCloud has appointed former Fiserv CEO Jeff Yakubi as CEO and chairman.

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Bunker selects InvestCloud to launch new digital investment app

InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion in assets, has been selected by BUNKER, a US-based fintech seeking to democratize access to the US markets for Latin Americans, to help launch a pioneering mobile-first digital investment platform.

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InvestCloud CEO John Wise steps down

InvestCloud, the global software-as-a-service (SaaS) leader in digital transformation for the wealth management industry, today announced that Chief Executive Officer John Wise has left the Company.

How is digitalization reshaping wealth management?

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How is digitalization reshaping wealth management?

Speaking to FinextraTV, Yaela Shamberg, Co-Founder and Chief Product Officer, InvestCloud, discusses the digital tools and trends reshaping the next phase of the wealth industry.

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InvestCloud upgrades White platform

InvestCloud, the global leader in digital transformation for the financial industry with over $6 trillion in assets, has today announced the release of the next evolution of InvestCloud White, called InvestCloud White FMB+.

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Huntington National Bank launches InvestCloud’s new Find My Advisor app

InvestCloud, the global leader in financial digital transformation, today announced that Huntington National Bank has launched Advisor Connect, a branded, digital experience built on InvestCloud’s Find My Advisor technology.

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InvestCloud upgrades NaviPlan platform

InvestCloud, the global leader in digital transformation for the financial industry, today announces 80 new features to its digital planning tool NaviPlan, to further support the most complex needs of high-net-worth individuals (HNWIs)

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Eagle Life partners InvestCloud for digital planning tech

Eagle Life Insurance Company®, a provider of fixed and index annuities, has announced today that it is teaming up with InvestCloud, a global leader in digital transformation, to offer access to product details about its fixed index annuities (FIAs) via the InvestCloud platform.

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Rabobank taps InvestCloud for digital financial planning

InvestCloud, the global leader in digital transformation for the financial industry, today announced it is supporting Rabobank, one of the Netherlands’ largest banks, to provide digital financial planning for all its customers, from private banking to retail clients.

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InvestCloud works with Oppenheimer on digital wealth platform

Oppenheimer & Co. Inc. (“Oppenheimer”) – a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) – today announced the launch of the Investor Gateway, an interconnected and intuitive wealth management technology platform.

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Rathbones picks InvestCloud for client lifecycle management

InvestCloud, a global technology platform that is transforming the financial industry’s approach to digital, has been selected by Rathbones Group Plc (“Rathbones”), one of the UK’s largest discretionary wealth managers, to provide client lifecycle management (CLM), including digital prospecting, onboarding and servicing capabilities as well as client reporting solutions to help Rathbones improve operational efficiency and support its overall business strategy.

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InvestCloud adds human touch to digital financial advice with Ameriprise

InvestCloud, a global leader in digital transformation, today announced it is partnering with Ameriprise Financial (NYSE: AMP) to offer personalized financial advice to users of its corporate financial wellness and life-planning solution, Pink.

Bloomberg: InvestCloud eyes $10 billion float

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Bloomberg: InvestCloud eyes $10 billion float

Wealth platform InvestCloud is contemplating an initial public offering that would value the London-based fintech at $10 billion, Bloomberg reports.

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InvestCloud wins wealth management deal with BNP Paribas

InvestCloud, an award winning global FinTech firm that designs and creates financial software for some of the most prestigious banks, wealth managers and asset managers in the world has been selected by BNP Paribas Wealth Management to provide Client Relationship Management (CRM) and Client Lifecycle Management (CLM) services for onboarding and nurturing high-net-worth (HNWI) client relationships.

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InvestCloud bags deal with MUFG

InvestCloud, an award winning global FinTech firm serving some of the largest banks, wealth managers and asset managers in the world, today announced the deployment of its Wealth Adviser Platform by Mitsubishi UFJ Financial Group (MUFG), Japan’s largest bank and one of the world's largest banks by total assets.

InvestCloud CEO John Wise outlines his plans to build a global financial supermarket

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InvestCloud CEO John Wise outlines his plans to build a global financial supermarket

John Wise, Founder & CEO, gives FinextraTV the inside story on InvestCloud’s $1bn valuation, the integration of Finantix and Tegra118, and his plans to build a global financial supermarket connecting asset and wealth managers, and using the InvestCloud platform as its core.

InvestCloud accelerates past $1bn valuation

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InvestCloud accelerates past $1bn valuation

InvestCloud has completed a recapitalisation that values the wealth platform at $1 billion. As part of the deal, two additional businesses are being rolled into InvestCloud, immediately pushing the valuation of the combined business up over $2 billion.

Uncommon Giving to implement InvestCloud’s Client Portal and Digital Advice Robo apps

Online charitable giving platform Uncommon Giving will introduce investment donor-advised funds using the InvestCloud digital platform.

Oppenheimer signs with InvestCloud

Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.

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Siebert to implement InvestCloud suite

Siebert, a leading national broker-dealer and provider of financial services, has appointed InvestCloud to design and implement its complete digital transformation.

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