Tag: InvestCloud

InvestCloud reveals new CEO as it enters new era

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.

InvestCloud to help Dutch bank Rabobank improve digital financial planning

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

The 4th annual WealthTech100 reveals the most innovative names in the...

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

InvestCloud acquires Advicent to help bridge the advisor-client communication gap

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

InvestCloud recapitalises at $1bn and integrates Finantix and Tegra118

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

InvestCloud, Courtiers team to build new digital wealth management

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

Global FinTech InvestCloud buys rplan in $20m deal

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

London’s Babel Systems acquired by InvestCloud for $20m

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

JP Morgan partners and takes stake in InvestCloud

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.

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