InvestCloud:
A Designer, Financial Software Engineer, & Cloud Operator
Recently Released!!!
Date Published: October 2, 2023
Summary PowerPoint Deck: 61 Slides
Reference PowerPoint Deck: 179 Slides
InvestCloud was founded by Jules Bowden, Colin Close, Michael Smith, Vicent Sos, & John Wise in 2010 and is based in Los Angeles, CA. The firm has twenty offices, 1,100 employees, 550 institutional clients, 140,000 users, 32.3 million accounts, & $6.4 trillion assets under administration. The firm is led by its Executive Chairman Rob Heyvaert, Interim CEO Richard Lumb, President Heather Bellini, & Chief Operating Officer Nicole Nakashian. InvestCloud is privately owned. Its web site can be found at www.investcloud.com.
This research addresses the key historical phases of InvestCloud, including:
Its profile includes detailed outlines of its core businesses, including:
Date Published: October 2, 2023
Summary PowerPoint Deck: 61 Slides
Reference PowerPoint Deck: 179 Slides
InvestCloud was founded by Jules Bowden, Colin Close, Michael Smith, Vicent Sos, & John Wise in 2010 and is based in Los Angeles, CA. The firm has twenty offices, 1,100 employees, 550 institutional clients, 140,000 users, 32.3 million accounts, & $6.4 trillion assets under administration. The firm is led by its Executive Chairman Rob Heyvaert, Interim CEO Richard Lumb, President Heather Bellini, & Chief Operating Officer Nicole Nakashian. InvestCloud is privately owned. Its web site can be found at www.investcloud.com.
This research addresses the key historical phases of InvestCloud, including:
- Stealth Phase
- InvestCloud Growth Phase
- Core Acquisitions Phase
- Management Turnover Phase
Its profile includes detailed outlines of its core businesses, including:
- Wealth Management Platform
- Private Banking Platform
- Financial Supermarket
- Custom Financial Platform
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Tiburon members can download the summary or reference PowerPoint presentation, view the most recent Tiburon Webinar featuring Tiburon's Managing Partner Chip Roame (or another Tiburon team member), and/or listen to the most recent Tiburon podcast featuring Tiburon member CEO guests by clicking on the buttons below:
Non-Tiburon Members:
Non-Tiburon members can subscribe to this Tiburon Research by clicking on the button below:
Media Members:
Members of the media who would like access to this Tiburon Written Research, Tiburon Webinar, and/or Tiburon Podcast should send an email to Sarah Sage using the button below:
