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: How to organise, integrate and structure data for successful AI

Artificial intelligence (AI) is increasingly being rolled out across financial institutions, being put to work in applications that are transforming everything from back-office data management to front-office trading platforms. The potential for AI to bring further cost-savings and operational gains are limited only by the imaginations of individual organisations. What they all require to achieve...

BLOG

A-Team Group Announces Winners of the AI in Capital Markets Awards 2025

A-Team Group has announced the winners of the inaugural AI in Capital Markets Awards 2025, celebrating the most innovative and impactful applications of artificial intelligence and machine learning across the global financial markets. The new awards programme recognises technologies that have moved beyond proof-of-concept to deliver measurable value, supporting efficiency, resilience, and insight generation across...

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

Entity Data Management Handbook – Second Edition

Entity data management is this year’s hot topic as financial firms focus on entity data to gain a better understanding of customers, improve risk management and meet regulatory compliance requirements. Data management programmes that enrich the Legal Entity Identifier with hierarchy data and links to other datasets can also add real value, including new business...