InvestCloud - News, Articles & Research

Communify acquires Fincentric from S&P Global

Wealthtech entrepreneur John Wise and PE firm Stellex Capital Management have acquired S&P Global’s Fincentric business with a view to providing digital experiences and financial data distribution to the wealth, broking and asset management industries.

14 hours

News/people

InvestCloud installs former Fiserv chief Yakubi as CEO

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

12 January 2024

Company announcement/wealth

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.

27 April 2023

Company announcement/people

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.

18 April 2023

Finextra TV/wealth

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.

14 April 2023

Company announcement/markets

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+.

02 March 2023

Company announcement/wealth

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.

29 November 2022

Company announcement/wealth

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)

02 September 2022

Company announcement/wholesale

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.

10 August 2022

Company announcement/wealth

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.

21 July 2022

Company announcement/wealth

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.

22 March 2022

Company announcement/wealth

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.

28 February 2022