InvestCloud

65 results about this entity

Period: 13 Oct 2015 - 15 Aug 2024

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

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.