InvestCloud interim CEO opens up about fintech's recent …
May 25, 2023 · Cheryl Nash — the chief customer executive of InvestCloud, who joined in 2021 as part of a recapitalization deal that brought Nash’s former company, Tegra118, into the fold — added that the...
InvestCloud Named a World’s Top FinTech Company by CNBC - Yahoo Finance
LOS ANGELES, July 11, 2024--InvestCloud, a global provider of wealth and asset management solutions, has been named to the annual list of the World’s Top Fintech Companies in recognition of its...
InvestCloud Sets Its Sights On Enabling a Smarter Future for …
LOS ANGELES, October 01, 2024 -- (BUSINESS WIRE)--InvestCloud, a global leader in wealth technology, today announced a new strategic direction that uniquely positions the company to enable...
InvestCloud Announces Executive Leadership Changes
Apr 18, 2023 · LOS ANGELES-- ( BUSINESS WIRE )--InvestCloud, the global software-as-a-service (SaaS) leader in digital transformation for the wealth management industry, today announced that Chief Executive...
InvestCloud Sets Its Sights On Enabling a Smarter Future for …
Oct 1, 2024 · InvestCloud Sets Its Sights On Enabling a Smarter Future for Wealth Management. New strategic direction and distinctive brand mark signifies a new day in Wealth Technology, reflecting leadership...
InvestCloud Revolutionizes Wealth Management for FirstCape …
4 days ago · LONDON, October 17, 2024--InvestCloud announced New Zealand-based wealth management firm FirstCape has selected InvestCloud to transform their advisor and client experience. News Today's news
InvestCloud Named a World’s Top FinTech Company by CNBC
Jul 11, 2024 · InvestCloud Named a World’s Top FinTech Company by CNBC. Annual recognition identifies technology firms shaping the future of financial services.
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Check out the latest InvestCloud news, leadership, and more. News InvestCloud Revolutionizes Wealth Management for FirstCape with Multi-Stage Digital Transformation
InvestCloud names Heather Bellini president and chief financial …
Jul 11, 2023 · Wealth management technology company InvestCloud is rebuilding its executive leadership team after a spring shakeup. Heather Bellini, who has served on InvestCloud’s board of directors as chair...
InvestCloud hires a Goldman Sachs IPO expert as president
Aug 1, 2023 · With $6.5 trillion of AUA, but only $360 million of revenues, the PE owners, with $2.5 billion invested, are dismantling InvestCloud and putting it back together -- with eye on resale to the public.