Tag: InvestCloud

InvestCloud, a global provider of wealth and asset management solutions, has announced the appointment of a new Chairman and CEO as it looks to enter the next stage of its development.

Digital transformation platform InvestCloud will help Netherlands-based bank Rabobank provide its customers, both private and retail clients, with digital financial planning tools.

The fourth annual WealthTech100 list has been revealed by FinTech Global, highlighting the most innovative companies in an exploding sector.

Cloud-based financial solutions developer InvestCloud has acquired Advicent, a provider of cash flow, trust and tax financial planning.

FinTech firm InvestCloud has recapitalised at $1bn and has announced the integration of Finantix and Tegra118 into the business.

InvestCloud, a financial digital solution designer, has helped build a digital wealth management solution in collaboration with Courtiers.

InvestCloud has extended its Direct-To-Consumer (D2C) offering for institutional asset managers by buying rplan in a $20m deal.

London-based online trading technology company Babel Systems is being acquired by US FinTech firm InvestCloud in a $20m deal.

The US largest bank by assets, JP Morgan is investing in Los Angeles FinTech company InvestCloud and partnering with it to deploy customised dashboards to investors.