Fundz

InvestCloud Appoints James Young as Chief Information Officer

PRIVATEJan 04, 2024

Position

Chief Information Officer

Company

InvestCloud

James Young
jyoung@investcloud.com
West HollywoodInformation TechnologyFinancial ServicesFinanceFintechBanking

Description

InvestCloud, a global wealth management software leader, today announced the appointment of James Young as its Chief Information Officer , responsible for the company’s technology strategy, product development, and operations. The announcement comes on the heels of a number of senior leadership appointments, as InvestCloud continues to redefine the future of wealth and serve a large global client base, supporting more than $6.4 trillion of assets under management across its platforms.

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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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