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InvestCloud Partners with Evoke Advisors to Transform Digital Experience

Nov 14, 2024

Contract Type

partnership

West HollywoodInformation TechnologyFinancial ServicesFinanceFintechBanking

Description

InvestCloud, a global leader in wealth technology, has announced a strategic partnership with Registered Investment Adviser (RIA) Evoke Advisors to transform Evoke's digital experience. This partnership aims to elevate and differentiate Evoke's branded experience through powerful, data-driven visualizations catering to the firm’s exclusive clientele.

Company Information

Company

InvestCloud

Location

8800 WILSHIRE BLVD.

West Hollywood, California, United States

About

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.

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Strategic partnership established
Partnership agreements typically involve technology integration and joint go-to-market strategies

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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 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.