Tagged: yaela shamberg

March 3, 2023 @ 7:44 am By Omar Faridi  |  

InvestCloud, the global player focused on digital transformation for the financial industry with over $6 trillion in assets, has announced the release of the next evolution of InvestCloud White, called InvestCloud White FMB+. The new product offering “includes integrated front, middle and back-office InvestCloud solutions,… Read More

November 2, 2021 @ 8:32 am By Omar Faridi  |  

InvestCloud, the international leader in financial digital transformation, has introduced InvestCloud X – its most “significant” product innovation yet. As mentioned in a release, InvestCloud X is three products packaged into one: a Digital Communication platform streamlining the way advisors interact with customers, a Digital… Read More

March 8, 2020 @ 12:10 pm By Omar Faridi  |  

California-headquartered Fintech firm InvestCloud has introduced a platform, called InvestCloud White, in order to provide an end-to-end wealth management solution and turnkey asset management programs (TAMPs). Introduced at the 2020 InvestCloud Conference, which was recently held in Miami, Florida, InvestCloud White has been developed to… Read More

January 16, 2020 @ 3:07 pm By JD Alois  |  

On January 13th, Visa (NYSE: V) announced it had purchased the Fintech Plaid as the old school credit card rails company seeks to boost its innovation cred. Visa paid a whopping $5.3 billion to acquire Plaid – a nice exit for early investors. Al Kelly,… Read More

September 13, 2017 @ 10:34 am By Samantha Hurst  |  

Global fintech firm InvestCloud Inc announced on Tuesday it has formed a partnership with Back Office Support Service (BOSS) to launch Synergy, a customer experience platform and service. The company reported that the new solution will ingrate its digital platform with BOSS’ data cleansing prowess…. Read More

August 30, 2017 @ 10:08 am By Samantha Hurst  |  

Global fintech firm InvestCloud has announced Stage Venture Partners (Stage) as the latest firm to take up residence at the InvestCloud Innovation Center in Los Angeles. Stage, which was founded in 2015 by Rob Vickery and Alex Rubalcava, is a Los Angeles-based seed-stage venture capital fund… Read More

August 1, 2017 @ 11:51 am By Samantha Hurst  |  

Global fintech firm InvestCloud announced on Tuesday that Efficient Tax was named the first fintech startup to take residence at its Los Angeles Innovation Center. According to the company, Efficient Tax will use its time at the center and leverage InvestCloud’s Programs Wiring Programs (PWP)… Read More