InvestCloud, Inc Appoints John Stuart as their Chief Marketing Officer and EVP of Hybrid Solutions

  • Stuart will focus on defining and executing the firms’ strategic marketing and business development initiatives and will manage the vision and distribution plan for InvestCloud’s digital advisory products
  • InvestCloud, Inc is a California-based technology company, delivering the securities industry with a first class integrated applet investment platform through the cloud

InvestCloud, Inc, the first of its kind, all-in-one “Cloudsourcing” (Cloud-based outsourcing) solution for the financial services industry, supporting 650 institutions with $1.4 Trillion on platform, announced today that John Stuart has joined the company as the Chief Marketing Officer and EVP of Hybrid Solutions. With more than 12 years in marketing, technology, and financial services, Stuart will focus on defining and executing the firms’ strategic marketing and business development initiatives.

“We are very excited that John has joined InvestCloud. With his leadership, we are in an even stronger position to help empower our clients to enter their next phase of growth, whether they operate locally, nationally, or internationally.” said John Wise, CEO of InvestCloud, Inc. “As a seasoned professional with extensive knowledge of both technology and business operations in the Investment Advisory and Broker Dealer spaces, John brings invaluable talent and diversity of experience.”

Stuart brings over 12 years of experience in the financial services and technology industries to InvestCloud. Prior to joining the firm, Stuart was Director of Operations at City National Rochdale, the multi-billion dollar Investment Management Division of City National Bank, where he oversaw operations of the firms’ West coast footprint as well as strategic technology initiatives. Prior to that, Stuart held the Chief Information Officer position at Beverly Hills Wealth Management.

Throughout his career, Stuart has held senior positions helping both large and small financial service companies with the management, implementation and usability of their technologies and operations. Stuart holds a Master of Business Administration, with a focus on Information Decision Systems from San Diego State University, and a Bachelor of Science degree in Management Information Systems from Point Loma Nazarene University.

“I am thrilled to be joining John Wise and the team at InvestCloud,” said Stuart. “InvestCloud is uniquely positioned to help financial institutions embrace digital change with its outstanding culture of innovation excellence and unparalleled agility. Being able to affect rapid change at large institutions without having to worry about immediate obsolescence and long development cycles makes InvestCloud the future of SaaS providers in financial services.  The InvestCloud management team has a long pedigree of disrupting traditional financial services, dating back to the late 1980’s, and I’m passionate about maintaining this level of innovation and high standards”

Equipped with its unparalleled and innovative cloud applets, InvestCloud designs, develops, and deploys digital applications with pace setting efficiency for all types of financial organizations, large and small.  InvestCloud designs solutions for the entire eco-system of financial service providers to remain competitive in the digital age.  Using innovative elements of Form, Function, and Fulfillment, InvestCloud’s core value-add is data consolidation and integration, analytics, and delivery of this information across web and mobile applications.

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InvestCloud, Inc is a California-based company, delivering the securities industry with collaborative cloud-based solutions. InvestCloud’s one of a kind cloud based platform supports $1.4Trillion in AUM, across 650 institutions and over 150,000 unique logins per month. Equipped with its unparalleled and innovative cloud delivery model, InvestCloud develops and deploys custom, scalable solutions with pace setting efficiency for asset managers, fund of funds, Investment Advisors, and the managers of pensions and endowments.  These high-impact business solutions collaborate seamlessly with other technologies such as custodians and line-of-business applications, processes, and even allow businesses to leverage their existing infrastructure. For more information, please visit us at  


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