Fundz

InvestCloud Appoints Josh Mayer as Chief Operating Officer

PRIVATEApr 16, 2025

Position

Chief Operating Officer

Company

InvestCloud

Josh Mayer
jmayer@investcloud.com
West HollywoodInformation TechnologyFinancial ServicesFinanceFintechBanking

Description

InvestCloud has appointed Josh Mayer as Chief Operating Officer for its APL managed accounts platform. In this new role, he will focus on driving expansion and innovation for InvestCloud's offerings.

Who to call at InvestCloud, and when

A new leader at InvestCloud brings new priorities and often new vendors. The first weeks are when they listen.

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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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