Digital & Technology

Company overview:

InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.

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Partners Insights
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Digital & Technology

Four months after the significant merger announcement from Global FinTech InvestCloud, how is the firm aligning enhanced capabilities to the challenges of a Post-Pandemic financial world? In February 2021, the merger of Finantix and Tegra118 into award-winning global FinTech firm InvestCloud was announced. The result created a global Software-as-a-Service (SaaS) wealth solutions platform. InvestCloud’s CMO Mark Trousdale and...

Thought Leadership
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Jul 21, 2022   

Private Banking Leaders discuss the Visions of the Future of Wealth Management in Asia When setting their strategies for the foreseeable years ahead, private banking and wealth management leaders in Asia are faced with a markedly different environment today from what they faced perhaps a year ago. The pandemic hit in early 2020 and after some sharp falls in mainstream asset prices and...