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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 recapitalization values firm at $1 billion
Investor Motive Partners will contribute its Finantix and Tegra118 businesses, creating a global software-as-a-service wealth solutions platform.
Tegra118 acquires retirement planning fintech RetireUp
The technology uses illustrations like charts and graphs to simplify financial concepts for clients
