CLOs 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
Lynn McCreary
 Chief Legal Officer Profile
Josh Mayer
 COO, APL Profile
Barbara Swensied
 Associate General Counsel Profile
Sal Campo
 EVP - Head of Contracts - InvestCloud, Inc. Profile

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Expert Support

We believe that people are the X factor when running a successful business and only with them can we continue our journey to excellence. We hire the brightest minds and strive to empower them to innovate and give them freedom to lead the way while raising the bar within the financial services industry. The XS Group (XS.com) is a global multi-asset broker providing access to trade a wide range of financial products including Shares, Indices, Metals, Energy, Commodities, Currencies & Others. Established in Australia in 2010, XS.com has grown into a global market leader in the FinTech, financial services and online trading industry with multiple international offices and licenses in various jurisdictions around the globe including ASIC, CySEC, and the FSA. XS.com offers traders, institutional investors and brokers worldwide access to deep institutional liquidity and advanced trading technology, combined with an efficient user experience, high-quality relationship management and excellent customer support.