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Latest news and analysis on InvestCloud (64 items)

27 Apr 2023
Company
Bunker selects InvestCloud to launch new digital investment app
18 Apr 2023
Company
InvestCloud CEO John Wise steps down
14 Apr 2023
Video
How is digitalization reshaping wealth management?
02 Mar 2023
Company
InvestCloud upgrades White platform
29 Nov 2022
Company
Huntington National Bank launches InvestCloud’s new Find My Advisor app
02 Sep 2022
Company
InvestCloud upgrades NaviPlan platform
10 Aug 2022
Company
Eagle Life partners InvestCloud for digital planning tech
21 Jul 2022
Company
Rabobank taps InvestCloud for digital financial planning
22 Mar 2022
Company
InvestCloud works with Oppenheimer on digital wealth platform
28 Feb 2022
Company
Rathbones picks InvestCloud for client lifecycle management
20 Jan 2022
Company
InvestCloud adds human touch to digital financial advice with Ameriprise
17 Nov 2021
News
Bloomberg: InvestCloud eyes $10 billion float
22 Jul 2021
Company
InvestCloud wins wealth management deal with BNP Paribas
11 May 2021
Company
InvestCloud bags deal with MUFG
02 Feb 2021
Video
InvestCloud CEO John Wise outlines his plans to build a global financial supermarket
02 Feb 2021
News
InvestCloud accelerates past $1bn valuation
16 Dec 2020
Company
Uncommon Giving to implement InvestCloud’s Client Portal and Digital Advice Robo apps
16 Sep 2020
Company
Oppenheimer signs with InvestCloud
27 May 2020
Company
Siebert to implement InvestCloud suite
24 Mar 2020
Company
InvestCloud appoints Balthazar to lead Singapore expansion
05 Mar 2020
News
InvestCloud launches digital platform for IFAs
10 Dec 2019
Company
InvestCloud launches 'Personatech'
23 Oct 2019
Company
InvestCloud releases Open CRM for investment managers
03 Oct 2019
Company
InvestCloud opens Carlsbad, CA. office
10 Sep 2019
Company
Westwood Holdings signs with InvestCloud
27 Aug 2019
Company
Empaxis selects InvestCloud for turnkey asset management platform
23 Aug 2019
Video
The Power of Programmes Writing Programmes
06 Aug 2019
Video
A game changer for generating code in a digital age
01 Jul 2019
Company
InvestCloud appoints Rebeca Sanchez Sarmiento as CFO
26 Jun 2019
Company
InvestCloud appoints Michael Smith head of New York operations
16 May 2019
Company
InvestCloud appoints Will Bailey as chief strategy officer
10 Apr 2019
Company
InvestCloud appoints Robert O’Boyle SVP, sales
28 Mar 2019
Company
InvestCloud announces Mark Trousdale as chief growth officer
18 Oct 2018
Company
Courtiers switches on digital wealth management with InvestCloud
11 Jun 2018
Company
InvestCloud acquires rplan for $20 million to target global asset managers
02 May 2018
Company
NameDrop joins InvestCloud innovation centre
17 Apr 2018
Company
FCI Advisors to digitize financial advice with InvestCloud
13 Dec 2017
Company
Chilton Trust Company selects InvestCloud for digital wealth platform
22 Nov 2017
Company
Freetrade is first startup to join InvestCloud innovation centre
15 Nov 2017
Company
InvestCloud adds financial apps to digital platform
07 Nov 2017
Company
Willis Towers Watson’s Asset Management Exchange selects InvestCloud
12 Sep 2017
Company
InvestCloud sets up data cleansing division
30 Aug 2017
Company
InvestCloud welcomes Stage Venture Partners to LA innovation centre
03 Aug 2017
Company
Dinosaur Merchant Bank selects InvestCloud for wealth management
01 Aug 2017
Company
InvestCloud welcomes first startup to LA accelerator
11 Jul 2017
Company
Apex Clearing taps InvestCloud for digital advice platform
28 Jun 2017
News
InvestCloud to open London fintech incubator
01 Jun 2017
Company
InvestCloud wins Anchor Private Clients deal
04 May 2017
Company
InvestCloud announces wealth aggreggation partnership with PCR
02 May 2017
Company
WeInvest goes full-robo with InvestCloud
27 Apr 2017
Company
Maseco Private Wealth selects InvestCloud
20 Mar 2017
Company
InvestCloud launches Emerald for robos and hybrid wealth managers
09 Mar 2017
Company
InvestCloud integrates Babel; launches new division
01 Mar 2017
Company
InvestCloud sets up innovation centre and incubator
30 Jan 2017
Company
InvestCloud moves HQ to bigger premises
09 Jan 2017
News
InvestCloud snaps up Babel for $20 million
15 Nov 2016
Company
InvestCloud names Bailey as EVP Europe and innovation
26 Oct 2016
Company
PwC to support InvestCloud Digital Applet Platform
21 Sep 2016
News
JPMorgan Chase partners InvestCloud for digital wealth management
23 Jun 2016
Company
InvestCloud hires Graham Collier as head of European tech ops