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InvestCloud launches InvestCloud X

Next generation product suite revolutionizes wealth management communication, planning and financial. ....

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InvestCloud acquires Advicent and the NaviPlan platform

InvestCloud acquires Advicent and the NaviPlan platform
Strategic acquisition cements InvestCloud as the leader in financial planning technology, offering a unified digital experience across all wealth segments
LOS ANGELES, May 5, 2021 /PRNewswire/ InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow, trust and tax financial planning provider.
Advicent, a Vista Equity Partners portfolio company, provides financial planning technology for over 140,000 financial professionals across nearly 3,000 firms worldwide. Through its NaviPlan platform, Advicent creates scalable financial planning software through industry-leading APIs as well as cash flow and goal-based planning engines. It aims to help thousands of financial professionals and their clients understand and impact their financial future. Advicent s global headquarters are in Milwaukee, Wisconsin, and its European base is ....

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InvestCloud recapitalizes at $1 billion and integrates two new businesses to create a financial technology leader with a SaaS global wealth solutions platform having over $4 trillion in assets

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New financial investors, led by Motive Partners and Clearlake Capital, partner to create next-generation SaaS wealth solutions platform with InvestCloud
LOS ANGELES, Feb. 2, 2021 /PRNewswire/ InvestCloud, an award winning global FinTech firm has completed a recapitalization that values the business at $1 billion. New financial investors are led by Motive Partners ( Motive ) with Clearlake Capital Group, L.P. ( Clearlake ) and include other InvestCloud client shareholders. Under the terms of the agreement, Motive Partners will also contribute two portfolio businesses, Finantix and Tegra118, into InvestCloud, creating a global Software-as-a-Service ( SaaS ) wealth solutions platform.
The recapitalization achieves our first objective, said John Wise, InvestCloud s Co-founder and Chief Executive Officer. At a valuation of $1 billion, we can reward early investors in the business, while injecting new capital to fuel the next stage of our growth, further supporting ....

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