Another InvestCloud veteran joins Communify Fincentric's C-suite

Another InvestCloud veteran joins Communify Fincentric's C-suite
The fintech startup's latest executive hire will lead its efforts in building next-generation portals for clients and advisors while building a new foothold in Florida.
NOV 27, 2024

Communify Fincentric, the fintech startup headed by John Wise, has bolstered its leadership with another hire from InvestCloud.

The fintech startup announced Monday that it has appointed Jennie Wang to the role of chief client solutions officer, where she will apply her wealth of expertise in implementing digital transformation and wealth solutions.

Wang, who previously served as chief experience officer at InvestCloud, will oversee the development and delivery of client-facing solutions at Communify Fincentric while establishing a new presence for the firm in St. Petersburg, Florida. That location, the firm says, "will serve as a cornerstone for Communify’s client solution offsites and a hub for innovative product execution."

Wang's introduction to Communify Fincentric comes shortly after the wealth tech startup's mid-November hiring of Nicole Nakashian, formerly the COO at InvestCloud, to serve as its own operations chief.

“Jennie’s expertise in delivering data-rich wealth solutions to market aligns perfectly with our mission to unify the communication of market and client data,” said John Wise, CEO of Communify Fincentric, said in a statement. “We already serve upwards of 85 percent of the broker-dealer market in the US and are rapidly expanding to the mid-market wealth sector. Jennie is driving new deliveries of mobile-first client experiences that haven’t been seen before, while ensuring productization along the way.”

At InvestCloud, Wang was credited with helping scaling the firm's platform to over $6 trillion in AUM and spearheading initiatives in client engagement and product delivery. Her tenure gave her a valuable cache of experience in managing the end-to-end development of data-centric financial products and enabling large-scale implementations for wealth managers.

Communify Fincentric provides broker-dealers, wealth managers, and other financial firms with data-integrated digital tools that are customizable and scalable to their needs. Apart from MIND, the flagship AI solution it launched in October, the firm's library includes separate app offerings for markets, clients, and advisors.

In her new role, Wang will focus on creating next-generation portals for those three segments, leveraging Communify Fincentric’s extensive knowledge base of over 4,000 data feeds and advanced AI capabilities. Her expertise in large-scale implementations is expected to bolster the company’s efforts to deliver personalized, secure, and data-rich solutions for wealth clients.

“I’m thrilled to join Communify Fincentric at such a pivotal time,” Wang said. “Financial firms are demanding seamless, personalized digital experiences that will deliver long term value to their businesses. The next generation of digital, powered by our mature knowledge bases combining market and client data, is designed to drive intelligence and build trust.”

Latest News

Net Positive Consortium gains momentum with new members, first strategic partner
Net Positive Consortium gains momentum with new members, first strategic partner

Five new RIAs are joining the industry coalition promoting firm-level impact across workforce, client, community and environmental goals.

$30B SEIA taps AssetMark alum Matt Matrisian to lead as president
$30B SEIA taps AssetMark alum Matt Matrisian to lead as president

The independent RIA's new hire, with a decade of M&A experience from his former firm and Raymond James, comes as SEIA logs record growth in 2024.

Advisor moves: BofA bags $5B Citi advisor as Raymond James announces Janney hire
Advisor moves: BofA bags $5B Citi advisor as Raymond James announces Janney hire

Bank of America gains strength in NY a veteran UHNW advisor while RayJay welcomes a three-decade industry veteran in Georgia.

Despite rocky market, ETF launches for retail mavericks rolls on
Despite rocky market, ETF launches for retail mavericks rolls on

A decline in bullishness across Wall Street has not stifled financial innovation in the ETF industry, with scores of new funds minted including leveraged and exotic bets.

US futures higher on Fed rate cut expectation
US futures higher on Fed rate cut expectation

China may suspend some tariffs on US goods.

SPONSORED Compliance in real time: Technology's expanding role in RIA oversight

RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.

SPONSORED Advisory firms confront crossroads amid historic wealth transfer

As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.