CEO, InvestCloud Financial Supermarket
InvestCloud Portfolio Rebalancing
InvestCloud is a bold leader in wealth technology, with a vast network of broker-dealers, asset managers, custodians and trading interfaces. We partner with our clients to deliver powerful solutions that set a new standard for how people interact with, manage, and grow their wealth. Our scalable, mission-critical technology provides portfolio management, trading, accounting, rebalancing, and reporting. We put our decades of industry expertise to work for our clients, placing them at the center of everything we do and relentlessly pursuing new opportunities to better serve their needs. Together with our clients, we push the boundaries in wealth technology – today and every day. InvestCloud is a portfolio company of Motive Partners, a next-generation investment firm focused on technology-enabled companies that power the financial services industry.