InvestCloud Named to CNBC’s World’s Top FinTech Companies 2024! We are proud to announce that InvestCloud has been named to the CNBC World’s Top FinTech Companies 2024 list. This recognition underscores our commitment to delivering innovative, technology-driven financial solutions that enable our clients’ success. Read more about our recognition and how InvestCloud is driving the digital transformation of financial services: https://hubs.ly/Q02G8ZLt0 #InvestCloud #Fintech #Innovation #CNBCTopFintech #FinancialServices #Technology #Award
InvestCloud, Inc.
Financial Services
West Hollywood, CA 38,061 followers
Powering the Digital Transformation of the Financial Services Industry.
About us
InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalization and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). Named a World’s Top Fintech Company by CNBC, InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in Los Angeles, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, India, Japan, and Australia.
- Website
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http://www.investcloud.com
External link for InvestCloud, Inc.
- Industry
- Financial Services
- Company size
- 1,001-5,000 employees
- Headquarters
- West Hollywood, CA
- Type
- Privately Held
- Founded
- 2010
- Specialties
- Investment Management, Wealth Management, Hedge Funds, Institutional Investors, Family Office, Financial Technology, Digital Experiance, Digital Warehouse, and Asset Management
Locations
Employees at InvestCloud, Inc.
Updates
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Financial services firms that invest in personalized client engagement strategies, such as using AI-driven analytics to tailor services to individual client needs, see higher retention rates. Personalized communication and services are key to building long-term client relationships. https://lnkd.in/dKgk28Kc
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🎆 Happy Fourth of July from InvestCloud! 🇺🇸 As we celebrate the birth of our nation, we honor the spirit of innovation, freedom, and unity. At InvestCloud, we are proud to contribute to this legacy by driving technological advancements that empower financial institutions and advisors. Whether you're enjoying fireworks, barbecues, or spending time with loved ones, we wish you a joyful and safe Independence Day! #happyfourth #independenceday
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Join us at the Owen James WealthTech Matters The Adviser event! InvestCloud's Alessandro Tonchia will be speaking at a TechTalk session on Suitability and Advice: Protecting clients and optimizing their experience. 🗓️ Date: Today ⏰ Time: 9:25am - 9:55am BST Alessandro will share how to enhance client protection and optimize their experience through cutting-edge solutions. See you there! https://lnkd.in/e5rpGnUX #WealthTech #FinancialAdvice #ClientExperience #InvestCloud #OwenJamesEvents
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In today's fast-paced financial landscape, efficiency and client engagement are paramount. At InvestCloud, we understand the critical need for a comprehensive solution that unifies and optimizes your digital wealth management operations. Our Digital Wealth platform is designed to: 🔹 Maximize client engagement with personalized, intuitive interfaces. 🔹 Enhance operational efficiency through automated workflows and advanced data analytics. 🔹 Provide a seamless, single-platform experience for managing all aspects of wealth management. Explore our solutions: https://lnkd.in/dXCzqheQ
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For over 30 years, APL has been a trusted partner to the financial services industry, automating algorithmic trading & reporting across the industry’s largest network. With $2+ trillion in assets on the APL platform, we're committed to innovation, helping sponsors, money managers, institutional asset managers, custodians and trust banks manage diverse programs and strategies seamlessly. https://lnkd.in/gXmRcjUB #InvestCloudAPL #Innovation
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InvestCloud was proud to be part of the #Capgemini World Wealth Report NYC launch event, with insightful discussions led by Elias Ghanem and panel contributions from Preeti Malik, Mallon FitzPatrick, and Siddhartha Nadella.
This week, I enjoyed being part of the #Capgemini World Wealth Report NYC launch event and being part of a panel moderated by Preeti Malik along with my peers Mallon FitzPatrick, CFP®, CLU® and Siddhartha (Sid) Nadella. Elias Ghanem did a fantastic job introducing the report and highlighting the key topics. Capgeimini has been publishing the world wealth report since I entered the industry. Thank you to Capgemini for having me on the panel!
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InvestCloud is proud to support the Leadership Pathway by Money Management Institute, fostering personal brand development and leadership in the financial services industry. #innovation
Last week, I had the privilege to speak at the Leadership Pathway by Money Management Institute Seminar in Denver. I was honored to be on a panel with two great leaders- Frank Riccio, CFA from First Eagle Investments and Darryl Traweek from RBC Wealth Management -discussing the importance of building a personal brand and how the "brand" of our teams has an impact on decision-making at a leadership level. Thank you to Mindy Freedman from Fidelity Investments for moderating and to Tim Williams, Lauryn Hughes, and Matthew Tonsager for the invitation and coordinating the session. InvestCloud, Inc. is a proud sponsor of the Money Management Institute and we are looking forward to the annual conference in Charlotte this October!
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