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gptkbp:instanceOf
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gptkb:company
|
|
gptkbp:acquiredBy
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Finantix
Navatar
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gptkbp:CEO
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gptkb:John_Wise
|
|
gptkbp:foundedYear
|
2010
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|
gptkbp:founder
|
gptkb:John_Wise
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gptkbp:headquartersLocation
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gptkb:Los_Angeles,_California,_United_States
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|
https://www.w3.org/2000/01/rdf-schema#label
|
InvestCloud
|
|
gptkbp:industry
|
gptkb:financial_technology
|
|
gptkbp:notableClient
|
gptkb:CIBC
gptkb:Charles_Schwab
gptkb:Edward_Jones
gptkb:Merrill_Lynch
gptkb:Oppenheimer_&_Co.
gptkb:Stifel
gptkb:Morgan_Stanley
gptkb:Harris_myCFO
gptkb:Wilmington_Trust
gptkb:RBC
gptkb:City_National_Bank
gptkb:RBC_Wealth_Management
gptkb:Ameriprise_Financial
gptkb:BNP_Paribas
gptkb:UBS
gptkb:Northern_Trust
gptkb:Baird
gptkb:Rockefeller_Capital_Management
gptkb:BMO
gptkb:Pershing
gptkb:Citi_Private_Bank
gptkb:Raymond_James
gptkb:Schroders
gptkb:Raymond_James_Financial
gptkb:Fiduciary_Trust_Company_International
gptkb:JP_Morgan
gptkb:Key_Private_Bank
gptkb:First_Republic_Bank
gptkb:LPL_Financial
gptkb:Bessemer_Trust
Wells Fargo
Canaccord Genuity
Boston Private
Brown Brothers Harriman
Glenmede
Janney Montgomery Scott
Northern Trust Wealth Management
PNC Wealth Management
SEI Investments
SunTrust Private Wealth Management
U.S. Bank Private Wealth Management
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|
gptkbp:numberOfEmployees
|
1000+
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|
gptkbp:offersService
|
mobile apps
data analytics
portfolio management
financial planning
client portals
client communication tools
reporting solutions
client onboarding
digital advice
|
|
gptkbp:openToPublic
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gptkb:public_company
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gptkbp:product
|
cloud-based financial software
digital platform for wealth management
|
|
gptkbp:servesIndustry
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wealth management
asset management
investment management
|
|
gptkbp:website
|
https://www.investcloud.com/
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|
gptkbp:bfsParent
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gptkb:Xignite
|
|
gptkbp:bfsLayer
|
8
|