What Happened?
Beverly Hills, CA-based John Wise as Chief Executive Officer
About the Company
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 asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.
About the Person
John Wise, InvestCloud Chairman and Chief Executive Officer , is a serial entrepreneur and Chief Executive Officer responsible for creating several companies including: Synergo Technology, the UK leading Agency Brokerage solution; TCA Syntec, the first EAI company in Europe; Netik, the securities market leading data warehouse and portal company responsible for 70 of the World’s largest banks including: Citibank, UBS, PNC, SEI, Fortis, BNP, Scotia and Pershing. John received a double honors degree in Cybernetics and Computer Science, and is a Chartered Software Engineer. !
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