InvestCloud is the leading provider of flexible and fully integrated digital applets for financial services.

Information Technology

InvestCloud

InvestCloud's headquarters in Beverly Hills, CA, United States

Jeff Yabuki

Heather Bellini

Parashar Banerjee

James Young

Cheryl Nash

Christine Ciriani

Jules Bowden

Lynn McCreary

Brandon Harris

Shawn M. Donovan

The Leadership Team at InvestCloud drives the strategic vision and operational excellence of the company, guiding initiatives across the financial services landscape. Comprising top executives from various functions, the team collaborates to enhance client success, product innovation, and market expansion, ensuring the integration of cutting-edge digital solutions that meet the evolving needs of clients. They prioritize overarching goals such as growth, efficiency, and compliance, while fostering a culture of collaboration and accountability throughout the organization.

Leadership Team

The Software Development team at InvestCloud is responsible for designing, developing, and maintaining innovative digital applets that enhance the functionality and user experience of financial services applications. This diverse group of engineers and managers collaborates across various specializations, including cloud development, quality assurance, and application support, to ensure robust, scalable, and efficient software solutions that meet the evolving needs of clients in the financial sector.

Software Development

The Data and Analytics team at InvestCloud is responsible for harnessing and integrating data to drive insights and inform decision-making across the organization. This team collaborates closely with product development and security to ensure robust data management, analytics capabilities, and compliance, ultimately enhancing the company's digital offerings in financial services. Through specialized roles, the team focuses on maximizing data value and supporting innovative solutions that meet client needs.

Data and Analytics

The Product Management and Strategy team at InvestCloud is responsible for defining and executing the vision for the company’s digital applets in financial services. This team collaborates across various functions, from product development to marketing, to ensure the delivery of innovative solutions that enhance the client experience and drive business growth. They analyze market trends, prioritize product features, and oversee the entire product lifecycle to align with strategic objectives.

Product Management and Strategy

The Finance and Accounting team at InvestCloud is responsible for managing the company's financial health and ensuring compliance with regulatory requirements. They oversee SEC reporting, technical accounting processes, and strategic financial planning, while collaborating closely with leadership to optimize financial strategies and maintain robust financial controls across the organization.

Finance and Accounting

The Client Success and Support team at InvestCloud is dedicated to ensuring clients achieve maximum value from the company's digital applets for financial services. This team provides expert guidance, professional services, and ongoing support, fostering strong relationships with clients to enhance user experience and drive successful outcomes. Their focus on proactive customer engagement and tailored service delivery positions InvestCloud as a trusted partner in the financial technology landscape.

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InvestCloud

Org chart

Teams

Leadership Team

Software Development

Data and Analytics

Product Management and Strategy

Finance and Accounting

Client Success and Support

Offices

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InvestCloud

Org chart

Teams

Leadership Team

Software Development

Data and Analytics

Product Management and Strategy

Finance and Accounting

Client Success and Support

Offices

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