Introducing PMA™ – The Private Markets Account™. We’ve cracked the code on bringing alts to managed, model-based accounts. Join the network at https://hubs.ly/Q02_Zhx-0 #alts #privatemarketsaccount #pma #investcloud #wealthtech
InvestCloud, Inc.
Financial Services
West Hollywood, CA 39,379 followers
Connected experiences that shape the future of wealth.
About us
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
- 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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Simplify billing. Amplify growth. Say goodbye to complexity and inefficiency. InvestCloud Advantage Fee transforms billing with automation and transparency, helping you focus on what matters most. Download our latest whitepaper to explore industry trends, challenges, and proven strategies for success. https://hubs.ly/Q02_tB-80 #WealthConnected #BillingAutomation #AdvantageFee #InvestCloud
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We’re honored to be named a finalist for the Arena International Events Group Private Banking and Wealth Management Awards 2024 in the category of Outstanding Front-End Digital Solutions Provider (Vendor). This recognition reflects our dedication to delivering innovative, intuitive, and connected solutions that redefine client experiences, empower advisors, and drive meaningful results for our partners in wealth management. To our incredible team and valued clients—this achievement is a testament to the impact we create together. We can’t wait to join the industry’s best at the awards ceremony on December 12th as we celebrate the future of private banking and wealth management. https://hubs.ly/Q02-L2KY0 #InvestCloud #WealthManagement #Innovation #ClientExperience #Awards2024
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At InvestCloud, we couldn’t be prouder to see Cheryl Nash, President of APL, recognized by F2 Strategy as part of their #WomenInWealthTechToWatch spotlight this November! Cheryl’s unwavering dedication to the wealth management industry and her leadership at APL are true testaments to her passion for innovation, mentorship, and elevating women in both technology and wealth management. We’re honored to work alongside Cheryl as she continues to shape the future of WealthTech and empower the next generation of leaders. Thank you, F2 Strategy, for celebrating leaders like Cheryl who are making a meaningful difference! #WealthManagement #WomenInWealthTech #Leadership #Innovation
This November, our #WomenInWealthTechToWatch spotlight shines on Cheryl Nash, President, APL InvestCloud, Inc. Cheryl has proudly dedicated her entire career to the wealth management industry, progressively serving in elevated leadership roles, including her current position at InvestCloud, whose clients represent more than 40 percent of the $132 trillion of total assets globally. Her hands-on experience in these roles has uniquely positioned her to lead APL, with over $3T in assets and over 9M investor accounts being managed on the country’s largest separately managed account platform. Cheryl thrives on engaging with the market—discussing strategy and technology with clients, attending industry conferences, and sharing insights as a speaker. She serves on the board of Asset-Map and actively mentors young women aspiring to advance their careers in the industry. A cornerstone of Cheryl’s success is the core network of trusted women she leans on during both celebrations of success and challenges. She is passionate about #wealthmanagement and technology, particularly in how these fields are evolving to spotlight women both in professional roles and as investors. We invite you to follow, engage with, and learn from this inspiring #WomenInWealthTechToWatch and to share your own stories of innovation and growth!
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InvestCloud is at the #FAAACongress2024 in Brisbane, November 27-29. Visit our booth to see how our digital solutions are transforming wealth and investment management, empowering advisors to deliver exceptional client experiences. We look forward to connecting with you there. https://lnkd.in/ggvS4yzk #WealthConnected #InvestCloud
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We're thrilled to be here at #SchwabIMPACT 2024, connecting with the brightest minds in wealth management and sharing how InvestCloud is transforming the industry with our leading digital solutions. Stop by Booth #1419 to meet our team. #WealthManagement #Innovation #InvestCloud #DigitalTransformation
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What an insightful morning indeed! Shoutout to Boris Rankov for representing InvestCloud at the The Wealth Mosaic AI Toolkit Roadshow 2024 and diving deep into the transformative potential of Generative AI in wealth management. A huge thank you to Stephen Wall, Vincenzo Chiochia, PhD, Jonathan Hayes, and Vincent Burguburu for fostering such engaging discussions. The spotlight on aligning GenAI adoption with clear business strategies is a game-changer for our industry. At InvestCloud, we're all about driving innovation that serves real, actionable goals—because technology works best when it works with your vision. Looking forward to seeing how these conversations continue to shape the future of wealth management! #GenAI #WealthManagement #InnovationInAction #AWS
It was a really insightful morning at AWS during the AI Toolkit Roadshow 2024! A big thank you to Vincenzo Chiochia, PhD, Jonathan Hayes, Vincent Burguburu, and Boris Rankov for the really insightful conversations on GenAI and the use cases it has within wealth management! And of course, a big thank you goes to Stephen Wall for leading the panel and for putting this event together! My biggest takeaway was that the financial industry as a whole is seeing an internal as well as an external push to adopt GenAI tools. This rush to adopt GenAI, however, should be driven by clear underlying reasons, resulting in a coherent AI strategy that aligns with the organization's business goals. #GenAI #wealthmanagement
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InvestCloud is proud to sponsor #SchwabIMPACT 2024, the premier event shaping the future of wealth management. We’re here to empower advisors and firms with digital solutions that elevate client engagement, streamline operations, and drive meaningful growth. Stop by Booth #1419 to see how InvestCloud’s innovative platform can help you stay ahead in a fast-changing industry. Let’s connect and explore how you can lead the future of wealth management. https://impact.schwab.com/ #InvestCloud #WealthManagement #DigitalTransformation #Innovation
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InvestCloud is partnering with Evoke Advisors to transform the digital client experience. This collaboration enables Evoke to deepen client relationships, drive growth, and enhance operational efficiency with features like secure document management and mobile access. Together, we’re creating personalized, data-driven solutions that enhance relationships and drive growth. Stay tuned for a new Wealth Connected™ era in digital wealth management. https://hubs.ly/Q02Y9kBS0 #WealthManagement #DigitalTransformation #InvestCloud #EvokeAdvisors
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We’re proud to share our partnership with Buckingham Wealth Partners in delivering tailored, high-impact advisor experiences. Join us at F2 Strategy WealthTech Executive Summit on November 7 at 4:30 pm for a session led by Kapin Vora, President, Digital Wealth North America at InvestCloud, and Rob Ziliak, CFP®, Chief Experience Officer at Buckingham Wealth Partners. In this session, we’ll dive into how InvestCloud and Buckingham are redefining the advisor journey by combining InvestCloud’s advanced digital solutions with Buckingham’s client-centric philosophy. Together, we’re creating efficient, data-driven, and personalized experiences that empower advisors to excel and better serve their clients. https://hubs.ly/Q02X2sLS0 #InvestCloud #BuckinghamWealthPartners #AdvisorExperience #WealthManagement #DigitalTransformation #F2StrategySummit
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