Tagged: yaela shamberg

California-based Fintech InvestCloud Introduces InvestCloud White to Offer Improved Wealth Management Services

California-headquartered Fintech firm InvestCloud has introduced a platform, called InvestCloud White, in order to provide an end-to-end wealth management solution and turnkey asset management programs (TAMPs). Introduced at the 2020 InvestCloud Conference, which was recently held in Miami, Florida, InvestCloud White has been developed to… Read More

Visa-Plaid Acquisition: Sign of the Times

On January 13th, Visa (NYSE: V) announced it had purchased the Fintech Plaid as the old school credit card rails company seeks to boost its innovation cred. Visa paid a whopping $5.3 billion to acquire Plaid – a nice exit for early investors. Al Kelly,… Read More

InvestCloud Teams Up With BOSS to Launch Customer Experience Platform & Service “Synergy”

Global fintech firm InvestCloud Inc announced on Tuesday it has formed a partnership with Back Office Support Service (BOSS) to launch Synergy, a customer experience platform and service. The company reported that the new solution will ingrate its digital platform with BOSS’ data cleansing prowess…. Read More

Stage Venture Partners Takes Up Residence at InvestCloud’s Innovation Center in Los Angeles

Global fintech firm InvestCloud has announced Stage Venture Partners (Stage) as the latest firm to take up residence at the InvestCloud Innovation Center in Los Angeles. Stage, which was founded in 2015 by Rob Vickery and Alex Rubalcava, is a Los Angeles-based seed-stage venture capital fund… Read More

InvestCloud Announces Efficient Tax As First Fintech Startup to Enter LA Innovation Center

Global fintech firm InvestCloud announced on Tuesday that Efficient Tax was named the first fintech startup to take residence at its Los Angeles Innovation Center. According to the company, Efficient Tax will use its time at the center and leverage InvestCloud’s Programs Wiring Programs (PWP)… Read More

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