What Happened?
West Hollywood, CA-based InvestCloud Appointed James Young as Chief Information Officer
Date of management change: January 04, 2024
West Hollywood, CA-based InvestCloud Appointed James Young as Chief Information Officer
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.
James Young is Chief Information Officer at InvestCloud. Previously, James held various senior IT leadership roles in the industry.
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