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InvestCloud names Heather Bellini president and chief financial officer
Bellini will oversee finance, legal, HR and business operations at the company, which is rebuilding executive leadership after a spring shakeup.
The latest in financial #AdvisorTech — June 2023
This month's highlights include Riskalyze's rebranding as Nitrogen, InvestCloud's executive exodus, Snappy Kraken's launch of an outsourced marketing service, and Lumiant's acquisition of health and longevity software Genivity.
InvestCloud interim CEO opens up about fintech’s recent leadership changes
Richard Lumb says that while InvestCloud is growing, a different set of skills are needed to take it to the next level.
InvestCloud took a shot at Envestnet and missed
The company, which made a significant investment to challenge Envestnet's supremacy among TAMPs, underwent a sudden shakeup in leadership last month.
Fintech Bytes: RBC selects Vestwell, Riskalyze partners with Opto
Plus, BetaNXT acquires Mediant Communications, Advisor360 hires a tech executive from Amazon Web Services, and InvestCloud innovates asset management distribution.
Fintech Bytes: InvestCloud, 55ip and Broadridge
Plus a couple of fintech fundraising announcements and another alternatives platform hits the market.
InvestCloud launches latest adviser-client matching service
The Find My Advisor app enters an increasingly crowded field of services hoping to connect clients and advisers.
TAMPs race to build comprehensive wealth management platforms
After years of consolidation, the platforms that solve the puzzle could win future advisers and their assets. The ones that don’t may find themselves acquired.
Fintech Bytes: InvestCloud updates NaviPlan, Goldman completes NextCapital deal
For your Labor Day weekend reading, here are some fintech updates from the past week.
Fintech Bytes: Ric Edelman partners with Flourish, American Century gets a robo
For your three-day weekend reading, here's a recap of some of the adviser fintech news you may have missed.
London Stock Exchange’s $1.1 billion deal could boost tech in the US
Private equity firms Clearlake Capital Group and Motive Partners announced the acquisition of Beta+ this week and plan to use the tech to enhance wealth management firms they already own.
Oppenheimer launches updated prospecting platform
The initiative was originally launched with existing technology in 2020 and through a partnership with InvestCloud, is now ready to onboard new clients.
New Citigroup unit to sell products through independent advisers to wealthy investors
Citi Alliance will be providing core banking and lending solutions to independent advisers and broker-dealers.
InvestCloud is considering an IPO in 2022
The company, which is projected to have more than $400 million in revenue next year, could command a valuation of $8 billion to $10 billion, based on comparable multiples of other companies.
Wealthtechs merge to build ‘ecosystems’ for advisers
Wealthtech has exploded with innovation over the past decade. Today, more firms are merging to create coordinated technology ecosystems.
InvestCloud to acquire Advicent and NaviPlan planning software
The acquisition follows the firm’s merger with Tegra118 that drove it to a $1 billion valuation. Market volatility has accelerated a focus on financial planning.
InvestCloud aims to be the Amazon of wealthtech with Tegra118 merger
Global fintech InvestCloud completed a recapitalization that establishes the firm as the latest fintech unicorn while positioning it to rival TAMP offerings, according to experts.
Oppenheimer’s tech stack gets a makeover with InvestCloud
The broker-dealer tapped InvestCloud to speed up client onboarding and retention for the firm's 1,000 advisers
