InvestCloud Inc.
@investcloud
Global WealthTech leader enabling clients, advisors and their customers through connected technology, enhanced intelligence and inspired experiences.
ID: 293177694
http://www.investcloud.com 04-05-2011 22:06:03
3,3K Tweet
1,1K Followers
2,2K Following
RBC
@rbc
Ideas Happen Here. Legal: rbc.com/legal/ Français: @RBCfr
Bill Winterberg, CFP®️
@billwinterberg
You can find me over on LinkedIn and also on the 🦋 site
MichaelKitces
@michaelkitces
One nerd’s perspective on the financial planning world… CFP, #LifelongLearner, Entrepreneur-In-Denial, Advisor #FinTech, & publisher of the Nerd’s Eye View blog
Lloyd's
@lloydsoflondon
Lloyd’s is the world’s leading insurance marketplace for commercial, corporate and specialty risk solutions. Follow our Instagram: ow.ly/jYU850HSvPg
Tina Powell
@tinacpowell
Partner | Marketer | Chief of Community @intention_ly 🎙️ Host of In The Suite | TEDx Speaker 🫁 Living Powerfully + Unapologetically with Stage 4 #LungCancer
Ryan Shanks
@ryanshanks
Chief Growth Officer of @ApollonWealth | Proud Father | Platform Tennis Addict | 🤘🏼 #Inspire #Empower #Lead #WealthManagement #Fintwit #HookEm
Joel Bruckenstein
@fintechie
Financial Services Technology Journalist and Consultant
David Armstrong
@djamesarmstrong
Executive content director for @InformaConnect Wealthmanagement.com
Alan Smith
@alanjlsmith
Wealth Management for Entrepreneurs | Founder | Storyteller | Truth Seeker | Podcast 🎧 bulletproofentrepreneur.net 🏴☠️
WSJ Markets
@wsjmarkets
Breaking news, smart analysis and in-depth features on global markets and finance from The Wall Street Journal.
RIABiz
@riabiz
RIABiz is a journal that covers the advice business coming of age in terms of higher ethics, higher technology, lower prices and a better output.
Craig Iskowitz
@craigiskowitz
CEO of Ezra Group - Technology Strategy Consulting firm, Publisher of the WealthTech Today Blog & Podcast
Capital Investment Advisors
@yourwealthcia
Now 90+ team members strong, CIA was co-founded in 1996 by Mike Reiner with a mission to help families retire happy and sleep well at night.
SS&C Technologies
@ssctechnologies
Leading global provider of mission-critical, cloud-based software & solutions for the financial & healthcare industries. #SSNC
Coutts
@couttsandco
The path to real success is true character. As a certified B Corp, we help our clients grow their wealth their way, with integrity and without compromise.
SS&C Advent
@sscadvent
News and updates on SS&C Advent, the leader in portfolio management, accounting systems, straight through processing, and trade order management #software
Alpine Financial
@alpinefinancial
Alpine Financial specializing in Wisconsin Mortgages, Wisconsin Home Loans, Wisconsin Second Mortgages, Wisconsin Dedt Consolidation
MSCI
@msci_inc
An independent provider of research-driven insights, tools & #indices for investors, based on over 50 years’ academic research & real-world experience.
InvestmentNews
@investmentnews
InvestmentNews is the leading source of news, analysis and information essential to the financial advisory community.
Ed Moisson
@edmoisson
Wrote a book about fund management industry. Day job is reporting on fund management industry. Occasionally do things unrelated to fund management.
WealthManagement.com
@wealth_mgmt
WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning professionals.
Equitable
@equitablefin
Advice | Protection | Retirement
Ameriprise Financial
@ameriprise
At Ameriprise Financial, we have helped our clients feel confident about their financial futures for more than 125 years.
Angela Pecoraro
@angpecoraro
SaaS CEO | Board Member | Private Equity Operator | Youth Sports Super Fan | Road Trip Planner
Jennifer Redden
@jenniferredden
Jeff Schnitz
@jefschnitz
@levelfieldsAI; @missionbit; allpeakscapital.com; Go @SFGiants! Likely eating rolled tacos w guacamole
Mariner
@accessmariner
Your wealth plan shouldn’t sit still. Neither do we. Disclosures: marinerwealthadvisors.com/legal
Paladin Capital
@paladincap
Paladin Capital Group is a multi-stage venture capital firm focused on leading investments in the best technology companies globally.
Cheryl Nash
@cherylnash2
Chief Customer Exec InvestCloud Advocate for #wealthmanagement #wealthtech #fintech #womeninwealth #diversity #Blacklivesmatter Views are my own
Ryan W. Neal
@ryanwneal
Angie Herbers
@angieherbers
Managing Partner @herbersco | Named Top Women Consulting Executive in 2023 | Share latest research, inspiration, and spread joy.
Mohamed A. El-Erian
@elerianm
President, Queens' College, Cambridge Uni. Allianz Advisor. Gramercy Chair. Wharton Prof. Lauder Sr Fellow. Chair of UnderArmour Board. Former Pimco CEO/co-CIO.
Diana Britton
@diana_britton
Managing Editor, WealthManagement.com Host of The Healthy Advisor, a podcast about advisors' personal wellbeing and healing
Jess Kletz
@jesskletz
Provider of excellent financial solutions, Solver of complex problems. Bay Area Native. VP of US Sales at @InvestCloud.
Holly Mackay
@hollyamackay
Founder & MD of Boring Money. Helping people without PhDs in Finance make some smart decisions.Independent. Straight-talking. Occasionally gobby.
Stephanie Link
@stephanie_link
Chief Investment Strategist, Head of Investment Solutions & PM at Hightower Advisors. CNBC contributor. Treasure family time & a good run. Proud BC alum.
Accuvest
@accuvest
Global clients...Global portfolios. Follow us for market insights & the latest on #Accuvest events. #ETF #SocBiz
JefferiesEvents
@jefferiesevents
Jefferies, the global investment banking firm serving clients for 60 years.
Withum
@withumcpa
Withum is a forward-thinking, technology-driven advisory & accounting firm, helping clients to Be in a Position of Strength in today’s modern business landscape
Compass Wealth
@compasswealth
Compass Wealth Management Consultants are one of the South's leading Financial Advisers and Investment Managers.
Franklin Street
@franklinst_llc
Franklin Street is a national, full-service commercial real estate firm offering results-driven, customized solutions with a proactive client-first approach.
Robinhood
@robinhoodapp
Trade. Invest. Earn.
Harvest Exchange
@hvst
Harvest is the world's first and largest transparent investor community for discovery and connection through knowledge
VP Bank AG
@vpbank
Ergreifen Sie die Chancen an den Kapitalmärkten. Wir helfen mit unserer Expertise und unserem exzellenten Netzwerk.
Siebert Financial
@siebfinancial
Financial freedom for everyone
James Hay
@jhpartnership
James Hay Partnership is now part of Nucleus Financial Platforms Group. This account is no longer managed, please follow us @NucleusWrap
Crestone Capital
@crestonecapital
Crestone Capital is an independent, multi-family office that delivers wealth management services to an exclusive network of entrepreneurs.
The Realization Group
@trglondon
#FinancialServices and #FinTech Marketing Agency, delivering #content and #digital #marketing solutions to clients in #financial and capital markets.
Tilney
@tilneygroup
We are now Evelyn Partners, the UK’s leading integrated wealth management and professional services group. Please follow @evelynpartners for further updates.
Michael Thrasher
@mike_thrasher
Founder & Editor @ModusNewsletter, weekly independent journalism for family-office professionals. Prev @iimag. Send tips & quips: [email protected]
Land Values
@landvaluez
Real Estate Services
AllianceBernstein (AB) UK
@ab_insights_uk
AllianceBernstein (AB) is a leading global investment-management and research firm. Follow us for updates from the investment teams from EMEA.
Benjamin Brandt
@retiremeasap
On a mission to help 1,000,000 people retire! Dadx6, Reluctant Exerciser (Tweets≠advice)
The Female Lead
@the_female_lead
An educational charity dedicated to making women's stories more visible. Founded by @Edwina_Dunn OBE #WhenShesInTheRoom
Boring Money
@boringmoney
Helping you make confident investment choices without boring you to tears! We share our Best Buys, take your Qs & cut jargon. Independent. Not regulated advice.
MG Capital
@mg_capital
#PrivateEquity | #VentureCapital | Capital Investment Management | Trade Finance | Asset Management | Trade Finance
Anthony Stich ☁️ #MrPurple
@anthonystich
EMD at @MarketCounsel. Formerly @InvestCloud & @NaviPlan. Investments in @SecuritizeRIA, @AdvicePay, and @SeedsInvestor. Someone long ago called me #MrPurple.
Boston Trust Walden Company
@bt_walden
Boston Trust Walden is an independent, employee-owned investment management firm with 40+ years of leadership in impact investing.
Uncommon Giving
@uncommon_giving
A digital-first financial services company changing the way people give, invest and make an impact on the world. 🖤💡New online giving platform!💲💚
First Street
@firststreetfdn
First Street is a research and technology climate company whose mission is to connect climate change to financial risk.
Nest Egg Financial
@financialnest
In our experience, we believe that financial consulting should be shaped by the unique needs of each and every client we serve.
Brian Casey
@briancasey_whg
CEO of @westwood_group, a boutique financial services provider to institutional investors, private wealth clients & financial intermediaries.
Cindy Taylor
@dwealthnews
Founder of Digital Wealth News (dwealth.news) & AI & Finance (dwealth.news/category/ai-fi…), lover of #AI #fintech #defi #wealthtech
Allan Shaw
@opsefficiency
Husband | dad | Boston sports fan | Midwest transplant | middling golfer | poker player | bourbon lover | FinTech Pro
#FinOps #Regtech
@finopsnews
#FinOps #Fintech #Regtech #Cybersecurity updates
FINTECH GLOBAL
@fintech_global
FinTech Global is the world’s leading provider of FinTech information services, B2B media products and events. Subscribe for free research: bit.ly/newsletter-fg
Applied Machine Learning Days
@appliedmldays
Upcoming events: AMLD EPFL 2026 (February 10-13, 2026)
Mitchell Capital
@mitchcapkc
As you live with intention, we invest with intention. Our focus on loyalty and integrity allows us to engineer a portfolio customized for you.