InvestCloud - News, Articles & Research

Company announcement

InvestCloud moves HQ to bigger premises

InvestCloud, the leading digital platform designed specifically for investors and wealth managers, has moved its global headquarters in Los Angeles into the prestigious Pacific Design Center as it expands its operations and targets further global growth.

30 January 2017

News

InvestCloud snaps up Babel for $20 million

California's InvestCloud has acquired UK trade processing and accounting software house Babel Systems for $20 million in a deal which reunites serial entrepreneurs and brothers John and Steve Wise.

09 January 2017

Company announcement

InvestCloud names Bailey as EVP Europe and innovation

InvestCloud, the cloud-based digital platform for wealth managers, has today announced the appointment of Will Bailey as Executive Vice President for Europe and Innovation.

15 November 2016

Company announcement

PwC to support InvestCloud Digital Applet Platform

InvestCloud, LLC, the world’s largest Digital Applet Platform specifically designed to meet the needs of all types of financial services organizations, today announced that it has entered into a non-exclusive joint business relationship with PwC designed to accelerate adoption and implementation of the InvestCloud Digital Applet Platform.

26 October 2016

News

JPMorgan Chase partners InvestCloud for digital wealth management

JPMorgan Chase is buying a stake in InvestCloud as part of a deal that also sees the bank enlist the Californian fintech startup to boost its digital capabilities for individual investors. The size of the investment has not been revealed.

21 September 2016

Company announcement

InvestCloud hires Graham Collier as head of European tech ops

InvestCloud, the global cloud-based digital applet platform for financial services, today announced the appointment of Graham Collier as the new Head of Technical Operations for Europe.

23 June 2016

Company announcement

InvestCloud ships new B2B applets

InvestCloud, Inc, the first of its kind Digital Applet Platform for the financial services industry, supporting 660+ advisors and institutions with $1.5 trillion on platform, announced today the launch of their most advanced group of applets, BB8.

05 May 2016

Company announcement

Chicago Clearing Corp partners with InvestCloud

InvestCloud, Inc, a provider of cloud-based front, middle and back office solutions focused on digitizing customer experiences and internal operations for global investment advisors, today announced a partnership with Chicago Clearing Corp., (CCC), a class-action claims recovery specialist.

11 November 2015

Company announcement

InvestCloud secures $45 million growth equity investment

InvestCloud, Inc, a provider of cloud-based front and middle-office solutions focused on digitizing customer experiences and internal operations for global investment advisors, today announced it has raised $45 million in growth equity funding.

13 October 2015