InvestCloud: Revolutionizing Wealth and Asset Management with New CEO Jeff Yabuki

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InvestCloud, a global provider of wealth and asset management solutions, has announced the appointment of Jeffery W. Yabuki as Chairman and CEO. With over 550 clients worldwide and over $6.4 trillion in assets supported across its platforms, InvestCloud is at the forefront of the technology transformation in the financial services industry.

Jeff Yabuki brings a wealth of experience to his new role, having previously served as CEO of Fiserv, a Fortune 200 company specializing in payments and financial technology. During his tenure, Yabuki led the company through significant acquisitions and divestitures, driving substantial revenue growth and achieving remarkable shareholder returns.

Yabuki's appointment comes at a critical time for InvestCloud as the wealth management industry undergoes a technological revolution. With an expected transfer of over $84 trillion in assets between generations in the next decade, wealth managers are focused on modernizing their technology and providing personalized digital experiences for their clients.

InvestCloud is well-positioned to support this market shift with its portfolio of solutions that enable digital client and advisor experiences, as well as UMA/SMA portfolio management, trade execution, accounting, model management, and performance investment solutions. As the industry continues to evolve, InvestCloud aims to redefine the future of wealth and asset management through sustained excellence and innovation.

The appointment of Jeff Yabuki reflects InvestCloud's commitment to driving value creation and innovation. Yabuki's track record of energizing teams and capitalizing on market opportunities makes him the ideal leader to guide InvestCloud's growth plan.

Motive Partners, a leading private equity firm specializing in financial technology investments, has expressed its excitement about Yabuki's appointment. Motive Partners operates under a unique "Investor, Operator, Innovator" model, which aligns perfectly with InvestCloud's vision for the future.

Clearlake Capital Group, another major investor in InvestCloud, also welcomes Yabuki's appointment. Clearlake's patient, long-term capital approach and operational improvement strategy align well with InvestCloud's goals.

InvestCloud's global software leadership in digital transformation for the wealth management industry, coupled with Yabuki's expertise, positions the company for continued success. Its solutions offer best-in-class experiences and operations for banks, wealth managers, private banks, and asset managers.

In conclusion, InvestCloud's appointment of Jeff Yabuki as Chairman and CEO marks an exciting chapter in the company's journey towards revolutionizing wealth and asset management. With its advanced technology platform and dedicated leadership, InvestCloud is well-equipped to lead the industry's transformation and provide clients with exceptional digital experiences.