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InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.
AFA Financial Group, LLC is a Calabasas, CA-based company in the Financial Services sector.
INVEST Financial Corporation is one of the leading providers in Financial Services. It is based in Roswell, GA. To find more information about INVEST Financial Corporation, please visit www.investfinancial.com
Garrett Group is a San Francisco, CA-based company in the Financial Services sector.
Leaver, Gonzalez is a Basking Ridge, NJ-based company in the Financial Services sector.