InvestCloud

64 results about this entity

Period: 13 Oct 2015 - 12 Jan 2024

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InvestCloud adds financial apps to digital platform

InvestCloud Inc., a global FinTech firm, has released two new lines of financial apps to run on its digital platform.

Willis Towers Watson’s Asset Management Exchange selects InvestCloud

InvestCloud Inc., a global FinTech firm, has been selected by The Asset Management Exchange (AMX) to build a bespoke digital solution for its growing client base of both asset owners and asset managers.

InvestCloud sets up data cleansing division

InvestCloud Inc., a global FinTech firm, has partnered with Back Office Support Service (BOSS) to launch Synergy.

InvestCloud welcomes Stage Venture Partners to LA innovation centre

InvestCloud Inc., a global FinTech firm, has announced Stage Venture Partners (Stage) as the latest firm to take up residence at the InvestCloud Innovation Center in Los Angeles.

Dinosaur Merchant Bank selects InvestCloud for wealth management

InvestCloud Inc., a global FinTech firm, has been appointed by Dinosaur Merchant Bank Ltd. to provide the new digital platform for the Bank’s European and Latin American wealth management customers.

InvestCloud welcomes first startup to LA accelerator

InvestCloud Inc., a global FinTech firm, has announced Efficient Tax as the first FinTech startup to take residence at its Los Angeles Innovation Center.

Apex Clearing taps InvestCloud for digital advice platform

Apex Clearing, an independent, full-service clearing firm and leader in the digital wealth space, has selected global FinTech firm InvestCloud as a technology partner to offer a new digital advice platform.

InvestCloud to open London fintech incubator

InvestCloud to open London fintech incubator

California-based InvestCloud is opening a fintech incubator and accelerator in London, inviting firms to take advantage of its platform in developing digital wealth management tools.

InvestCloud wins Anchor Private Clients deal

InvestCloud Inc., a global FinTech firm, has been appointed by Anchor Private Clients, the private client division of JSE-listed Anchor Group, to provide digital client communication and client reporting solutions.

InvestCloud announces wealth aggreggation partnership with PCR

InvestCloud Inc., a global FinTech firm, and Private Client Resources (PCR), the leading provider of total wealth aggregation services for UHNW families and their advisors, today announced a partnership that will see both firms combine their technology to offer wealth managers, family offices, private banks and other financial institutions a complete digital communication and data aggregation solution.

WeInvest goes full-robo with InvestCloud

WeInvest, Asia’s first Robo-Advisory platform-as-a-service provider, today announced a strategic collaboration with InvestCloud Inc., a global FinTech firm.

Maseco Private Wealth selects InvestCloud

InvestCloud Inc., a global FinTech firm, has been appointed by MASECO Private Wealth to provide client and advisor portals to its clients in the UK and the US.

InvestCloud launches Emerald for robos and hybrid wealth managers

InvestCloud Inc., a global FinTech firm, has released Emerald, a new solution for Robo-Advisors and hybrid wealth managers that empowers them with an end-to-end solution for portfolio management, trading, accounting, payments and fee management.

InvestCloud integrates Babel; launches new division

InvestCloud Inc., a global FinTech firm, has announced a new division to add further accounting and Robo capabilities to its digital wealth management platform.

InvestCloud sets up innovation centre and incubator

InvestCloud Inc., a global FinTech firm, has opened its first financial technology accelerator and incubator, the InvestCloud Innovation Center, at its Pacific Design Center headquarters in Los Angeles.

InvestCloud moves HQ to bigger premises

InvestCloud, the leading digital platform designed specifically for investors and wealth managers, has moved its global headquarters in Los Angeles into the prestigious Pacific Design Center as it expands its operations and targets further global growth.

InvestCloud snaps up Babel for $20 million

InvestCloud snaps up Babel for $20 million

California's InvestCloud has acquired UK trade processing and accounting software house Babel Systems for $20 million in a deal which reunites serial entrepreneurs and brothers John and Steve Wise.

InvestCloud names Bailey as EVP Europe and innovation

InvestCloud, the cloud-based digital platform for wealth managers, has today announced the appointment of Will Bailey as Executive Vice President for Europe and Innovation.

PwC to support InvestCloud Digital Applet Platform

InvestCloud, LLC, the world’s largest Digital Applet Platform specifically designed to meet the needs of all types of financial services organizations, today announced that it has entered into a non-exclusive joint business relationship with PwC designed to accelerate adoption and implementation of the InvestCloud Digital Applet Platform.

JPMorgan Chase partners InvestCloud for digital wealth management

JPMorgan Chase partners InvestCloud for digital wealth management

JPMorgan Chase is buying a stake in InvestCloud as part of a deal that also sees the bank enlist the Californian fintech startup to boost its digital capabilities for individual investors. The size of the investment has not been revealed.

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