About a-team Marketing Services
The knowledge platform for the financial technology industry
The knowledge platform for the financial technology industry

A-Team Insight Briefs

InvestCloud Recapitalisation Creates Global SaaS Wealth Solutions Platform

Subscribe to our newsletter

InvestCloud has completed a recapitalisation that values the business at $1 billion. New financial investors are led by Motive Partners with Clearlake Capital Group and include InvestCloud client shareholders. Under the terms of the agreement, Motive will contribute two portfolio businesses, Finantix and Tegra118, to InvestCloud, creating a global Software-as-a-Service (SaaS) wealth solutions platform. The combined company will offer a wealth advisor platform, private banking platform, financial supermarket, and custom financial platform. InvestCloud CEO John Wise says the recapitalisation will help meet InvestCloud’s ultimate objective of building the world’s largest financial supermarket.

Subscribe to our newsletter

Related content

WEBINAR

Recorded Webinar: Strategies and solutions for unlocking value from unstructured data

Unstructured data accounts for a growing proportion of the information that capital markets participants are using in their day-to-day operations. Technology – especially generative artificial intelligence (GenAI) – is enabling organisations to prise crucial insights from sources – such as social media posts, news articles and sustainability and company reports – that were all but...

BLOG

Generali-Natixis Tie-up Highlights Data and Operational Complexities of Asset Management M&A

By Jeremy Katzeff, head of buy-side solutions at GoldenSource. After much speculation, it’s now confirmed. The asset management industry welcomes another mega fund to its ranks after the tie-up between the asset management businesses of Natixis and Generali Group. The reasons behind the merger are the same as they have been for the last few...

EVENT

RegTech Summit London

Now in its 9th year, the RegTech Summit in London will bring together the RegTech ecosystem to explore how the European capital markets financial industry can leverage technology to drive innovation, cut costs and support regulatory change.

GUIDE

AI in Capital Markets: Practical Insight for a Transforming Industry – Free Handbook

AI is no longer on the horizon – it’s embedded in the infrastructure of modern capital markets. But separating real impact from inflated promises requires a grounded, practical understanding. The AI in Capital Markets Handbook 2025 provides exactly that. Designed for data-driven professionals across the trade life-cycle, compliance, infrastructure, and strategy, this handbook goes beyond...