CTOs on the Move

InvestCloud

www.investcloud.com

 
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 ...
  • Number of Employees: 5K-10K
  • Annual Revenue: $50-100 Million
  • www.investcloud.com
  • 700 North San Vicente Boulevard
    West Hollywood, CA USA 90069
  • Phone: 888.800.0188

Executives

Name Title Contact Details
Lawrence Foran
Chief Information Security Officer Profile
James Young
Chief Information Officer Profile

Funding

InvestCloud raised $45M on 10/08/2015

Similar Companies

Combined Insurance

Combined Insurance is one of the leading providers in Financial Services. It is based in Berkeley, CA. To find more information about Combined Insurance, please visit www.combined.com

Financial Services

Financial Services is a Glen Rock, NJ-based company in the Financial Services sector.

Meritrust Credit Union

It`s not just a job. It`s a family work environment putting you first. Team Meritrust is making our world a better place for our members and communities, one exceptional service experience at a time. We`re a different kind of financial institution that brings a fresh, welcoming approach to doing business. We have always treated our members like family, and we are passionate about providing friendly, best-in-class service. Meritrust Credit Union has 15 branches, including locations in Derby, Lawrence, Junction City and Manhattan. What`s a credit union? We`re glad you asked. As a credit union, we`re here solely to serve our owners/members (no shareholders here!), offering them higher rates for deposits, lower interest on loans and member service that answers to them. We`re people helping people. Our 280 teammates proudly serve our 77,000 members. With a mission of improving the lives of members and the communities we serve, Meritrust offers the products, services and tools our members need to achieve their financial goals with confidence.

Georgia's Own Credit Union

Georgia's Own Credit Union is a Atlanta, GA-based company in the Financial Services sector.

Secured Financial Services

Secured Financial Services is a Kansas City, MO-based company in the Financial Services sector.