InvestCloud Appoints Heather Bellini as President and CFO

Bellini will also join Motive Partners as an Industry Partner

July 11, 2023

Los Angeles

 InvestCloud, the global software-as-a-service (SaaS) leader in digital transformation for the wealth management industry, today announced the appointment of Heather Bellini as President and Chief Financial Officer, where she will be responsible for finance, legal, HR and business operations.

Bellini has also been appointed Industry Partner at Motive Partners, a specialist financial technology private equity firm, which together with Clearlake Capital owns a majority stake in InvestCloud.

Bellini brings a wealth of experience in the technology and financial sectors to her new role. She has served on InvestCloud’s Board of Directors as Chair of the Audit Committee since May 2022. Bellini served as a Partner and Managing Director at Goldman Sachs for nearly 10 years before joining cybersecurity software company Deep Instinct as CFO in 2021.

“Few people know the software sector as well as Heather Bellini and I am delighted she will help lead InvestCloud into its next chapter,” said Richard Lumb, Interim Chief Executive Officer of InvestCloud. “Heather brings an enormous wealth of experience in technology and finance. As an integral member of the InvestCloud Board of Directors for the past year, I have witnessed first-hand her talent as a leader and I am very much looking forward to working alongside her in her new role.”

At Goldman Sachs, Bellini led the Technology Research Group and served as an equity research analyst, specializing in the software sector and Internet-related companies. During her time at the company, Bellini led the research diligence and investor education initial public offering for 20 companies, including Anaplan, Atlassian, Cloudflare, Crowdstrike, Dropbox, Dynatrace, Elastic NV, Facebook, MongoDB, Okta, Ping Identity, Rackspace Holdings, Salesforce, Slack Technologies, Snowflake, Solarwinds, Twilio, Unity, VMware, Workday, and Zoom Video Communications. She was named to the inaugural Barron’s 100 Most Influential Women in Finance in 2020.

“I am delighted to welcome Heather to Motive as an Industry Partner,” said Rob Heyvaert, Founder and Managing Partner at Motive Partners. “Heather is incredibly well-regarded throughout the industry, for good reason. She has ushered many well-known companies through their financial journeys, and the evolution of her role to President and CFO of InvestCloud will allow her to bring those experiences to bear.”

“InvestCloud is at the center of an enormous transformation taking place across the wealth management industry and I’m excited to join Richard and the team at this critical stage of the company’s growth,” said Heather Bellini. “I have come to know the company well over the past year as a member of the InvestCloud Board, and given the enormous potential of the InvestCloud platform, I look forward to building on everything the team has accomplished.”

Bellini has spent her entire career in financial services and technology, having worked as a Senior Managing Director at ISI Group, Managing Director at UBS Investment Bank, and Analyst at Salomon Smith Barney before joining Goldman Sachs in 2011. She earned a BA in Economics from Denison University and an MBA in Finance from Columbia Business School. Bellini is a CFA charter holder.

About InvestCloud

InvestCloud is the global technology leader in digital transformations for the financial services industry, supporting over $6 trillion+ of assets with over 550 direct clients, from wealth managers, institutional investors and asset managers to family offices, asset services companies, financial platforms, and banks. InvestCloud specializes in digital platforms that enable the development of financial solutions, pre-integrated into the cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding suite of modular products, resulting in best-in-class experiences for the financial services industry. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore, Tokyo, and Sydney.

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