Welcome to the PMA Network. Announcing our first-in-market network collaboration with Apollo Global Management, Inc. 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/Q037srpX0 #privatemarketsaccount #pma #pmanetwork #investcloud #apollo #wealthtech
InvestCloud, Inc.
金融服务
West Hollywood，CA 40,196 位关注者
Connected experiences that shape the future of wealth.
关于我们
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
- 网站
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https://www.investcloud.com
InvestCloud, Inc.的外部链接
- 所属行业
- 金融服务
- 规模
- 1,001-5,000 人
- 总部
- West Hollywood，CA
- 类型
- 私人持股
- 创立
- 2010
- 领域
- Investment Management、Wealth Management、Hedge Funds、Institutional Investors、Family Office、Financial Technology、Digital Experiance、Digital Warehouse和Asset Management
地点
InvestCloud, Inc.员工
动态
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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 Ezra Group, LLC's #WealthTechToday with Craig Iskowitz, 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/Q0372Sr80 #WealthTech #PrivateMarketsAccount #AlternativeInvestments #InvestCloud #WealthConnected
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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. #BlackHistoryMonth #Innovation #Inclusion #DEI
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InvestCloud is proud to be recognized by ClearView Financial Media at the WealthBriefing Swiss Awards for our industry-leading Onboarding Solution.?This award underscores our commitment to transforming wealth management through innovation. #WealthConnected #Onboarding #CLM #wealthmanagement #awardwinning
Onboarding - we’ve cracked the code! Many thanks to the judges at WealthBriefing ClearView Financial Media for recognizing it! Our technology helps use data intelligently, providing insights, efficiency and personalised client experience. #wealthconnected, #onboarding, #CLM
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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! #lunarnewyear
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We're #hiring a new Senior Sales Engineer. Apply today or share this post with your network.
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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.
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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/Q031tvfW0 #InvestCloud #WealthManagement #DigitalTransformation #ClientExperience #WealthConnected
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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.
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We’ve cracked the code on combining alts with public assets in any wealth portfolio. Introducing PMA? – The Private Markets Account?. Manage public and private assets, including alts, all on one platform. Join the network at https://hubs.ly/Q02_ZKhY0 #alts #privatemarketsaccount #pma #investcloud #wealthtech
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