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InvestCloud Unveils New Strategic Direction and Brand Identity

Author

Slice of Finance Team
03 Oct

Key Highlights:

  • InvestCloud reveals new strategic direction and brand identity.

  • Launch of Wealth Connected™, reflecting the company’s new vision.

  • Alternative investments integration coming soon to their platform.

  • InvestCloud serves 40% of the global $132 trillion assets.

  • Focus on innovation, client experience, and operational excellence.

Notable Quote:

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"The new InvestCloud brand mark and bold color are emblematic of both our new strategic direction, and our renewed commitment to client excellence, integration and innovation. As alts become an increasing enabler of more diversified portfolios, InvestCloud is uniquely positioned to deliver at scale through best-in-market platforms."

Our Take:

InvestCloud’s shift towards enhanced intelligence and deeper integration underlines its commitment to redefining wealth management through cutting-edge technology. By introducing alternative investments into its managed account platform, InvestCloud is empowering advisors to deliver diversified portfolios with personalized solutions. The new brand identity, “Wealth Connected™,” is a bold representation of their innovative strategy and positions InvestCloud as a key player in the evolving WealthTech landscape.