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Yaela's long read archive

2021 (1)
Yaela Shamberg

Yaela Shamberg

Co-Founder & Chief Product Officer at InvestCloud
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Bio Yaela Shamberg is Co-Founder and Chief Product Officer at InvestCloud, Inc. Over the last 10 years, Yaela has helped elevate the company into a leading global financial technology platform. Today, InvestCloud supports over 2 trillion USD of assets across 700 plus diverse clients spanning wealth, asset management, asset servicing, banking, and financial platforms. As one of the co-founders, she values and cultivates the dynamic and fresh culture of InvestCloud. Career History Prior to her role at InvestCloud, Yaela worked for Credit Suisse and holds a master's degree in taxation from the University of Colorado, Boulder. She proudly sits on the board Food on Foot, a Los Angeles based non profit getting homeless individuals back into independent living.

Long reads

The future of wealth management

28 Jan 2021

Covid-19 has fundamentally and permanently changed the wealth management industry – evolving client demands and accelerating the need to go digital. Firms who continue to improve their digital offerings will earn their place to compete in the market — whilst those who do not will be rendered obsolete. To succeed in this ever-evolving market, firm...