New strategic direction and distinctive brand mark signifies a new day in Wealth Technology, reflecting leadership position and market opportunity

Global WealthTech leader combines assets in new ways, uniquely positioning it to create unmatched value for clients and advisors

Company introduces new brand identity to underscore focus on innovation and hyper-personalization

InvestCloud, a global leader in wealth technology, today announced a new strategic direction that uniquely positions the company to enable clients and advisors to drive differentiated financial outcomes for customers. The updated strategy is reflected in the company’s new brand identity and further accentuated in its tagline, Wealth Connected™.

Expectations for hyper-personalization are fueling the digital transformation of wealth management. Structured and accessible data, the creation of unique insights, and the delivery of actionable intelligence for wealth management professionals and clients are essential to meeting that demand. In addition, as the more than $80 trillion multi-generational transfer of wealth accelerates, the need for new asset types is increasing. This should provide additional opportunities, along with incremental technology needs for all market participants, requiring a deeper level of connectivity that had not previously existed.

“We are combining the assets of the company to uniquely position InvestCloud to create differentiated value for our clients, to meet the evolving needs of their customers, and to help them embrace new opportunities,” said Jeff Yabuki, Chairman and CEO of InvestCloud. “Structural changes in the market, such as the broader distribution and democratization of alternative investments, are mandating stronger technology integration and enhanced intelligence to help deliver highly personalized and inspired experiences.”

Later this year, InvestCloud will go-live with the first phase of including alternative investments within its industry-leading managed account platform. Advisors will be able to use the InvestCloud platform to manage this new asset type on behalf of their clients in a discretionary account structure.

Technology Forward

Product innovation and differentiation, deeper client relationships, and operational excellence are core pillars of the company’s new strategy. InvestCloud serves a broad range of clients, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, InvestCloud supports institutions which represent more than 40 percent of the $132 trillion of total assets globally. The company will use its unique array of technology capabilities to accelerate new and inspired experiences for the industry, including the access and management of alternative assets through the wealth channel.

Yabuki said, “We believe the changes in the wealth landscape to increase access to alternative assets will require technology providers to deliver more integrated capabilities. As alts become an increasing enabler of more diversified portfolios, InvestCloud is uniquely positioned to deliver at scale through best-in-market platforms, advisor tools, and applied intelligence.”

InvestCloud continues to push the boundaries of innovation and intelligence with its robust product suite, which includes APL with its portfolio management, trade execution, accounting and performance measurement capabilities. The company’s digital wealth solutions are complemented by a dynamic data warehouse, that enables holistic wealth views, deeper relationships and greater personalization of activities such as customer onboarding, prospecting, reporting and proposal management.

“Business executives and IT leaders at wealth management firms recognize the industry is approaching an inflection point,” said Chuck Thomas, Senior Director Analyst, Gartner^®. “Their clients expect delivery of increasingly personalized products and services, as well as access to information and insights essentially on demand. Meanwhile, advisors are burdened with inefficient workflows, as well as routine and mundane tasks. This has led to inconsistent quality, limited increases in advisor productivity and delayed innovation.”¹

The technologies provided by InvestCloud enable financial institutions and their advisors to elevate client service, while adding efficiencies to the front, middle and back office.

New Brand Identity Signals a New Day in Wealth Technology

The new InvestCloud brand identity system signals a new era of innovation, integration and intelligence for InvestCloud and reflects its human-centered approach to experience design and client service which are fundamental to the evolution of the company’s culture. The refreshed and distinctive brand mark conveys energy through its vibrant signature color, New Day Red, to signify a new day in WealthTech. It also reflects the unmatched leadership position of the company, the deep commitment of a leadership team comprised of financial technology industry veterans, and the unique market opportunity that lies ahead.

The company’s new tagline “Wealth Connected” is a nod to the next generation of connected innovation, integration and intelligence from InvestCloud that will drive client experience, advisor efficiency, and to further enable organic growth for its clients.

The rebranding process included extensive stakeholder engagement and a thorough market and brand audit, ensuring that the new identity accurately reflects the values and aspiration of the company and those it serves.

“Our new brand identity reflects the evolution of the company in a time where technology is expected to help redefine the industry and sets the stage for an even more exciting tomorrow,” said Yabuki. “The new InvestCloud brand mark and bold color, along with other elements of the identity, are emblematic of both our new strategic direction, and our renewed commitment to client excellence, integration and innovation.”

About InvestCloud

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.

InvestCloud.com | LinkedIn

¹Gartner, Product Leader Guide to Wealth Management All-in-One Advisor Desktop, By Chuck Thomas, 25 September 2023.

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