InvestCloud

69 results about this entity

Period: 13 Oct 2015 - 26 Aug 2025

InvestCloud welcomes Stage Venture Partners to LA innovation centre

InvestCloud Inc., a global FinTech firm, has announced Stage Venture Partners (Stage) as the latest firm to take up residence at the InvestCloud Innovation Center in Los Angeles.

Dinosaur Merchant Bank selects InvestCloud for wealth management

InvestCloud Inc., a global FinTech firm, has been appointed by Dinosaur Merchant Bank Ltd. to provide the new digital platform for the Bank’s European and Latin American wealth management customers.

InvestCloud welcomes first startup to LA accelerator

InvestCloud Inc., a global FinTech firm, has announced Efficient Tax as the first FinTech startup to take residence at its Los Angeles Innovation Center.

Apex Clearing taps InvestCloud for digital advice platform

Apex Clearing, an independent, full-service clearing firm and leader in the digital wealth space, has selected global FinTech firm InvestCloud as a technology partner to offer a new digital advice platform.

InvestCloud to open London fintech incubator

California-based InvestCloud is opening a fintech incubator and accelerator in London, inviting firms to take advantage of its platform in developing digital wealth management tools.

InvestCloud wins Anchor Private Clients deal

InvestCloud Inc., a global FinTech firm, has been appointed by Anchor Private Clients, the private client division of JSE-listed Anchor Group, to provide digital client communication and client reporting solutions.

InvestCloud announces wealth aggreggation partnership with PCR

InvestCloud Inc., a global FinTech firm, and Private Client Resources (PCR), the leading provider of total wealth aggregation services for UHNW families and their advisors, today announced a partnership that will see both firms combine their technology to offer wealth managers, family offices, private banks and other financial institutions a complete digital communication and data aggregation solution.

WeInvest goes full-robo with InvestCloud

WeInvest, Asia’s first Robo-Advisory platform-as-a-service provider, today announced a strategic collaboration with InvestCloud Inc., a global FinTech firm.

Maseco Private Wealth selects InvestCloud

InvestCloud Inc., a global FinTech firm, has been appointed by MASECO Private Wealth to provide client and advisor portals to its clients in the UK and the US.

InvestCloud launches Emerald for robos and hybrid wealth managers

InvestCloud Inc., a global FinTech firm, has released Emerald, a new solution for Robo-Advisors and hybrid wealth managers that empowers them with an end-to-end solution for portfolio management, trading, accounting, payments and fee management.

InvestCloud integrates Babel; launches new division

InvestCloud Inc., a global FinTech firm, has announced a new division to add further accounting and Robo capabilities to its digital wealth management platform.

InvestCloud sets up innovation centre and incubator

InvestCloud Inc., a global FinTech firm, has opened its first financial technology accelerator and incubator, the InvestCloud Innovation Center, at its Pacific Design Center headquarters in Los Angeles.