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Monday 9am - 5pm Tuesday 9am - 5pm Wednesday 9am - 5pm Thursday 9am - 5pm Friday 9am - 5pm Saturday 9am - 5pm

InvestCloud, Inc.

Global WealthTech leader delivering connected technology, enhanced intelligence and inspired experiences for a smarter financial future.

Named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. We are a California-founded company that has grown from an idea in a garage to a platform with over 550 direct clients and over $6 trillion of assets in just over 10 years. We recognize the value in fresh perspectives as well as seasoned experience and our staff reflects this. We a

re a team of entrepreneurs, operators and artists. We maintain a local perspective globally - working from Los Angeles, New York, London, Geneva, Tokyo, Hong Kong, Singapore and Sydney. Our business development team is committed to ensuring our clients and partners feel empowered with InvestCloud. For more information, visit www.investcloud.com. InvestCloud is transforming the approach to digital for the Financial Industry. Follow us at:
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Instagram: InvestCloud
LinkedIn: InvestCloud, Inc.

03/30/2025

Proud to be recognized as the Best Client Lifecycle Management Solution at the 2025 WealthBriefing European Awards.

This recognition underscores InvestCloud’s continued leadership in delivering connected, intelligent experiences across the entire client journey—from onboarding through to relationship management. Our CLM platform enables firms to drive operational excellence, strengthen client relationships, and scale with confidence.

Thank you to our clients and partners for your trust, and to WealthBriefing for this prestigious recognition.

03/28/2025

Transforming Private Banking Advisory: Technology and AI in Focus

We recently hosted a dynamic roundtable discussion with leaders in private banking, focusing on the future of wealth advisory. This roundtable provided an opportunity to discuss how private banks are transforming their advisory model through technology and AI—including GenAI—to enhance efficiency, personalization, and client engagement. We delved into:

• From Paper-Based to Digital Advisory: Transforming client engagement through seamless digital experiences.
• AI-Augmented Advisory: Leveraging AI and GenAI for hyper-personalization and enhanced advisor capabilities.
• Sales Effectiveness in Advisory: Optimizing the client journey from proposal to ex*****on.

Key takeaways included:
• The critical role of data security and AI regulation for bank adoption.
• The expectation of unlocking efficiency in client meeting preparation and automating admin tasks.
• The growth in hyper-personalized research and content to increase adoption rates.
• AI's role is to empower RMs, not supplant them, recognizing the client's need for human validation.

The insights shared were invaluable, highlighting the industry's rapid evolution. A big thank you to all the participants for their contributions!

A special thank you to my colleagues, Christine Ciriani, Alessandro Tonchia, Boris Rankov, Guillaume Phalippon, and Andrea Kukalaba, for their hard work in organizing and facilitating this event. Welcome to join us in our next version in May 2025!

03/24/2025

This week, we're heading to Fort Lauderdale for the 2025 MMI Summit — and we’re proud to be the Titanium Partner of this year’s event.

Join us April 27–28 at the Marriott Harbor Beach Resort & Spa as we connect with industry leaders to explore the future of managed accounts, personalization at scale, and innovation across the wealth continuum.

Representing InvestCloud at the summit:
Cheryl Nash
Marc Lemke
Adam Pollak
Lindsey Slingerland
Gregory Wylie

Let’s talk about how we’re powering the next era of connected, intelligent wealth experiences.

See you in Fort Lauderdale!

03/08/2025

On International Women’s Day, we celebrate the women driving innovation, leadership, and excellence across the financial industry. At InvestCloud, we’re proud to work alongside professionals who push boundaries, solve complex challenges, and make a lasting impact. Together, we accelerate action toward a smarter financial future.

02/20/2025

Welcome to the PMA Network.
Announcing our first-in-market network collaboration with Apollo. Seamlessly combine public and private assets with InvestCloud’s leading managed accounts platform and Apollo’s leading private markets model portfolios.

This is the power of the PMA Network, and this is only the beginning.

Join the network at https://hubs.ly/Q037sl4Z0

02/18/2025

InvestCloud is transforming wealth management with a managed accounts solution that seamlessly integrates alternative investments alongside traditional assets. The Private Markets Account™ (PMA) allows firms to manage private and public assets within a dedicated sleeve inside managed accounts—enhancing accessibility, efficiency, and portfolio diversification.

On , Jeff Yabuki discusses how the PMA network is connecting asset managers, wealth managers, and strategists to simplify alternative investment distribution and drive industry-wide adoption.

Listen now: https://hubs.ly/Q0372SLq0

02/11/2025

Black History Month is a time to recognize and honor the leaders, innovators, and changemakers who have shaped industries, economies, and societies.

Lets celebrate the achievements and impact of Black professionals in finance, technology, and beyond. While we reflect on history, we remain dedicated to fostering a future of opportunity—one where diverse perspectives continue to drive meaningful change.

01/28/2025

Happy Lunar New Year from InvestCloud! Wishing you prosperity, good health, and joy in the Year of the Snake. Let's continue to forge strong partnerships and drive innovation in the financial industry together. Here's to a year filled with success and growth!

01/09/2025

Today, we honor the legacy of Jimmy Carter on this National Day of Mourning. His lifelong dedication to humanitarian efforts and his unwavering commitment to service have left an indelible mark on countless lives.

As we reflect on his profound contributions, we are reminded of the enduring impact of leadership rooted in compassion and integrity.

01/08/2025

First American Bank (FAB) has selected InvestCloud to modernize its digital wealth management platform, enhancing client engagement and advisory services with innovative technology. By adopting InvestCloud’s Client, Prospect, and Advisor Experience solutions, First American Bank will unify its systems, empower advisors with personalized tools, and provide clients seamless, anytime access to their financial data. This collaboration reflects a shared vision to redefine wealth management through technology that deepens relationships and delivers exceptional value. https://hubs.ly/Q031txXj0

12/25/2024

As we wrap up another great year, we want to take a moment to express our gratitude to the InvestCloud community—our clients, partners, and team members. Together, we’ve achieved new milestones, innovated in ways that inspire, and continued to redefine the future of wealth management.

The holidays remind us of what matters most: connection. Whether it’s fostering meaningful relationships or creating seamless digital experiences, everything we do is about building connections that last.

Wishing you and your loved ones a joyful holiday season and a prosperous year ahead. Here’s to continued success and innovation in 2025.

Address

700 N San Vicente Boulevard, Ste. G605
West Hollywood, CA
90069

Opening Hours

Monday	9am - 5pm
Tuesday	9am - 5pm
Wednesday	9am - 5pm
Thursday	9am - 5pm
Friday	9am - 5pm
Saturday	9am - 5pm

Telephone

(888) 800-0188

Website

http://www.investcloud.com/

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