InvestCloud Named a World’s Top FinTech Company by CNBC

Annual recognition identifies technology firms shaping the future of financial services

  

Los Angeles (July 11, 2024) – InvestCloud, a global provider of wealth and asset management solutions, has been named to the annual list of the World’s Top Fintech Companies in recognition of its consistent delivery of fintech innovation. The list, which is compiled by CNBC and independent research firm Statista, identifies industry innovators leading disruption in fintech.

InvestCloud was recognized in the Wealth Technology Category for its leading capabilities across the wealth management ecosystem, including its differentiated client and advisor experience, digital and data technologies, portfolio management and personalized advisory experience portals.

“It’s an honor for InvestCloud to be recognized as a World’s Top FinTech driving the digital transformation of the wealth and investment management industry,” said Jeff Yabuki, Chief Executive Officer of InvestCloud. “This prestigious distinction serves as a strong proof point of our commitment to innovation and client success in our journey to be the preferred partner in wealth technology around the world.”

Through its scalable, modular technology platform, InvestCloud enables best-in-class digital experiences spanning the complete wealth continuum. With more than 30 years of deep knowledge and expertise, APL has been a trusted partner leading the industry in innovation, personalization and scale across advisory programs, unified managed accounts (UMA), and separately managed accounts (SMA). The company’s Digital Wealth suite includes advisor and client experience portals and financial planning products that significantly enhance productivity, advice and engagement for advisors and their clients.

The World’s Top FinTech Companies 2024 comprises companies in eight different market segments: Wealth Technology, Payments, Neobanking, Alternate Finance, Financial Planning, Digital Assets, Business Process Solutions, and Banking Solutions. Honorees were determined based on the analysis and weighting of overarching general and segment specific key performance indicators (KPIs) focused on the individual categories. To determine the top firms, a team of analysts at Statista carried out in-depth research into relevant KPIs for more than 2,000 eligible companies using publicly available sources such as annual reports, company websites and media monitoring. Companies with the highest score within their market segment were awarded as World’s Top FinTech Companies.

About InvestCloud
InvestCloud is the global software leader in digital transformation for the wealth management industry and the US leader for personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. InvestCloud’s scalable, modular technology platform provides best-in-class digital experiences throughout the complete wealth continuum. Across both Digital Wealth and APL, InvestCloud helps wealth management professionals and companies expand their capabilities and deliver advanced services to their clients. 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 for the wealth and asset management industry. Headquartered in the United States, InvestCloud has offices worldwide, including Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia. 

More information on InvestCloud can be found at www.investcloud.com.

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