InvestCloud, a large technology provider for the advisory and wealth management market, announced a new strategic direction, updated its corporate logo and website, and introduced a tagline: Wealth Connected.
Related: Envestnet Stockholders Approve Bain AcquisitionAccording to Yabuki, product innovation and differentiation, deeper client relationships and operational excellence are core pillars of the company’s new strategy.
“It is about data structure and data access,” said Yabuki.
Clearlake Capital and Motive recapitalized their investment in InvestCloud in 2021 and brought two other fintech firms, Tegra118 and Finantix, under the InvestCloud umbrella.
In addition to wealth management and RIA firms, InvestCloud also serves asset managers, banks, and Insurers, whose assets in total exceed $50 trillion globally...
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