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InvestCloud Appoints Industry Veteran Heather Bellini as President and CFO

PRIVATEJul 11, 2023

Position

President

Company

InvestCloud

Heather Bellini
hbellini@investcloud.com
West HollywoodInformation TechnologyFinancial ServicesFinanceFintechBanking

Description

InvestCloud, the global software-as-a-service leader in digital transformation for the wealth management industry, today announced the appointment of Heather Bellini as President and Chief Financial Officer, leading finance, legal, HR and business operations.","Ms. Bellini has served on InvestCloud’s Board of Directors as Chair of the Audit Committee since May 2022 and brings extensive experience in the technology and financial services sectors to her new role. She served as a Partner and Managing Director at Goldman Sachs for nearly 10 years before joining cybersecurity software company Deep Instinct as CFO in 2021

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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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