Fundz
Following First American Bank?

Get the free weekly contract digest

The latest new contracts, like First American Bank’s — who’s behind them and what they mean, delivered to your inbox every week. No credit card, unsubscribe anytime.

Weekly Digest

New new contracts, summarized for you

Straight to Inbox

No login, no app to check — it comes to you

Contract Trends

See who's moving and how much in your market

No credit card required Weekly contract digest

First American Bank Partners with InvestCloud to Enhance Wealth Management Digital Experience

Jan 08, 2025•over 1 year ago

Contract Type

partnership

Los AngelesFinancial ServicesFinanceLendingBanking

Description

First American Bank (FAB) has announced a strategic partnership with InvestCloud to modernize its digital wealth management platform. This collaboration aims to significantly enhance client engagement by providing a unified technology platform offering tailored insights and comprehensive support.

Company Information

Company

First American Bank

Location

Los Angeles, California, United States

About

First American Bank (FAB) is a regional financial institution with $7 billion in assets under management and 61 locations across Illinois, Wisconsin, and Florida.

Predictive Intelligence
Strategic

ML-powered predictions for First American Bank's next move

Learn about Strategic plan

Agreement Insights

Based on industry data
Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies
Contract momentum indicator
Companies with recent agreements are 2.3x more likely to make additional purchases within 6 months

Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.