InvestCloud names Motive Partners’ Jeff Yabuki as new CEO and chairman
Yabuki also currently serves as chairman and founding partner of Motive Partners.
InvestCloud
Ohio’s Huntington National Bank teams up with InvestCloud to launch Advisor Connect solution
The new offering is built on InvestCloud’s Find My Advisor technology.
Rabobank selects US fintech InvestCloud for financial planning tools
Goal-based financial planning features will be made available to Rabobank’s customers.
BNP Paribas Wealth Management picks InvestCloud to boost onboarding
InvestCloud’s solutions will be used for onboarding and managing high-net-worth client relationships.
Is regtech living up to expectations? (And if not, why not?)
Until regtech is embedded into the core processes of wealth management, its potential remains constrained.
InvestCloud acquires cash flow firm Advicent to bridge advisor-client gap
Vista Equity-owned Advicent provides technology for 3,000 firms.
Tackling unconscious gender biases in wealth management
Yaela Shamberg, co-founder and CPO at InvestCloud shares her thoughts on gender equality.
InvestCloud kicks of digital transformation at Siebert Financial Corp
US broker-dealer aims for a front-to-back change.
Empaxis teams with InvestCloud to launch TAMP1
The platform is designed for small to medium-sized investment managers.
InvestCloud acquires rplan for $20m in asset management advance
Deal extends its direct-to-consumer (D2C) offering for asset managers.
InvestCloud acquires Babel Systems for $20m
California-based InvestCloud has acquired Babel Systems in London for $20 million. Babel provides a modular and API-based trade and accounting platform, while InvestCloud has over 660 clients with “accounting needs served by legacy accounting systems that were designed in the last century”. This acquisition links InvestCloud’s digital platform with Babel’s capabilities. InvestCloud will also continue […]
JP Morgan Chase invests in InvestCloud for digital wealth management
JP Morgan Chase and InvestCloud, a California-based fintech firm, are partnering to develop digital capabilities for individual investors at both the JP Morgan and Chase franchises. JP Morgan has also made an equity investment in InvestCloud, but hasn’t revealed the figures. This investment is just one part of JP Morgan’s three-year $300 million digital strategy […]
