InvestCloud - News, Articles & Research

Company announcement/wealth

InvestCloud works with Oppenheimer on digital wealth platform

Oppenheimer & Co. Inc. (“Oppenheimer”) – a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY) – today announced the launch of the Investor Gateway, an interconnected and intuitive wealth management technology platform.

22 March 2022

Company announcement/wealth

Rathbones picks InvestCloud for client lifecycle management

InvestCloud, a global technology platform that is transforming the financial industry’s approach to digital, has been selected by Rathbones Group Plc (“Rathbones”), one of the UK’s largest discretionary wealth managers, to provide client lifecycle management (CLM), including digital prospecting, onboarding and servicing capabilities as well as client reporting solutions to help Rathbones improve operational efficiency and support its overall business strategy.

28 February 2022

Company announcement/wealth

InvestCloud adds human touch to digital financial advice with Ameriprise

InvestCloud, a global leader in digital transformation, today announced it is partnering with Ameriprise Financial (NYSE: AMP) to offer personalized financial advice to users of its corporate financial wellness and life-planning solution, Pink.

20 January 2022

News/wealth

Bloomberg: InvestCloud eyes $10 billion float

Wealth platform InvestCloud is contemplating an initial public offering that would value the London-based fintech at $10 billion, Bloomberg reports.

17 November 2021

Company announcement/wealth

InvestCloud wins wealth management deal with BNP Paribas

InvestCloud, an award winning global FinTech firm that designs and creates financial software for some of the most prestigious banks, wealth managers and asset managers in the world has been selected by BNP Paribas Wealth Management to provide Client Relationship Management (CRM) and Client Lifecycle Management (CLM) services for onboarding and nurturing high-net-worth (HNWI) client relationships.

22 July 2021

Company announcement/wealth

InvestCloud bags deal with MUFG

InvestCloud, an award winning global FinTech firm serving some of the largest banks, wealth managers and asset managers in the world, today announced the deployment of its Wealth Adviser Platform by Mitsubishi UFJ Financial Group (MUFG), Japan’s largest bank and one of the world's largest banks by total assets.

11 May 2021

Finextra TV/cloud

InvestCloud CEO John Wise outlines his plans to build a global financial supermarket

John Wise, Founder & CEO, gives FinextraTV the inside story on InvestCloud’s $1bn valuation, the integration of Finantix and Tegra118, and his plans to build a global financial supermarket connecting asset and wealth managers, and using the InvestCloud platform as its core.

02 February 2021

News/wealth

InvestCloud accelerates past $1bn valuation

InvestCloud has completed a recapitalisation that values the wealth platform at $1 billion. As part of the deal, two additional businesses are being rolled into InvestCloud, immediately pushing the valuation of the combined business up over $2 billion.

02 February 2021

Company announcement

Uncommon Giving to implement InvestCloud’s Client Portal and Digital Advice Robo apps

Online charitable giving platform Uncommon Giving will introduce investment donor-advised funds using the InvestCloud digital platform.

16 December 2020

Company announcement

Oppenheimer signs with InvestCloud

Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global FinTech firm, InvestCloud.

16 September 2020

Company announcement/cloud

Siebert to implement InvestCloud suite

Siebert, a leading national broker-dealer and provider of financial services, has appointed InvestCloud to design and implement its complete digital transformation.

27 May 2020

Company announcement/wealth

InvestCloud appoints Balthazar to lead Singapore expansion

Global digital wealth management solutions provider, InvestCloud, has announced Taryn Balthazar as EVP, Head of Distribution Asia Pacific and Australia as the firm looks to scale up its presence and delivery capabilities in APAC.

24 March 2020