June 23, 2017 4:22 AM ET

Internet Software and Services

Company Overview of WealthCloud, LLC

Company Overview

WealthCloud, LLC operates a cloud-based, integrated Salesforce platform for the wealth management industry. Its platform provides users with a centralized portal that integrates multiple applications and tools to manage their day-to-day responsibilities in the areas of daily workflows, compliance review infrastructure, performance reporting, customer relationship management, document management, and custodian agnostic aggregated investment accounting. The company’s platform is used by trust companies, multi-family offices, registered investment advisors, banks, law firms, banking and financial advisors, and attorneys, as well as others in businesses who administer trusts and wealth for high-...

Two Tower Bridge

One Fayette Street

Conshohocken, PA 19428

United States

Founded in 2013

Phone:

610-915-2120

Key Executives for WealthCloud, LLC

Chief Executive Officer and Director
Age: 77
Founder and Director
Technology Director
Family Office Marketing Director
Compensation as of Fiscal Year 2016.

WealthCloud, LLC Key Developments

Seward & Kissel LLP Selects WealthCloud’S Trust Administration Platform

WealthCloud announced that Seward & Kissel LLP has selected WealthCloud’s trust administration platform.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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