HR Execs on the Move

InvestCloud

www.investcloud.com

 
InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and ...
  • Number of Employees: 5K-10K
  • Annual Revenue: $50-100 Million
  • www.investcloud.com
  • 700 North San Vicente Boulevard
    West Hollywood, CA USA 90069
  • Phone: 888.800.0188

Executives

Name Title Contact Details
Shawn Donovan
Chief Revenue Officer Profile
Kapin Vora
EVP, Chief Client Success Officer Profile
Gray Bigler
SVP, Product Strategy & Business Development Profile
Scott Gruchot
General Manager and Product Head Green Profile
Jeff Harvey
SVP Business Solutions Architect - Green Product Profile

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AssetMark

AssetMark is a leading independent provider of innovative investment and consulting solutions serving financial advisors. We provide investment, relationship and practice management solutions that advisors use to help clients achieve their investment objectives and life goals. Our relentless service ethic and robust client relationship support set us apart. Our offering is flexible to suit each advisor`s vision for working with clients and growing their practice. AssetMark, Inc. has approximately $32.4 billion in combined assets on its platform and a history of innovation spanning over 20 years. For more information, visit www.assetmark.com. Disclosure: Posts are not a solicitation for investment and are not intended as legal or compliance advice. Individual investors should consult with their financial advisors, and qualified tax advisors, before making any investment decisions. Financial advisors should always consult with their own legal and compliance departments, regarding regulatory and industry related topics applicable to their individual practices.

1st Global Capital

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