People Moves
InvestCloud Continues Managed Accounts Platform Growth, Names COO
The APL managed accounts platform of the wealthtech firm powers more than $3 trillion of assets across almost 10 million accounts.
InvestCloud, a
wealthtech firm, has appointed former Envestnet COO Josh Mayer
(pictured) as chief operating officer in its APL managed accounts
platform team. In this newly-formed role, he reports to APL
president Cheryl Nash.
Mayer will drive expansion and innovation in APL’s offerings,
including delivery of its new Private Markets Account™ (PMA) for
managing public and private assets from a single, unified managed
account on the InvestCloud APL platform.
The APL managed accounts platform powers more than $3 trillion of
assets across nearly 10 million accounts.
Mayer, who has worked in business and wealthtech leadership roles
for a quarter of a century, was most recently COO of
Envestnet.
“The expansion of our leadership team marks a major milestone for
the APL business as we continue to shape the future of managed
accounts,” Nash said.
“Josh brings deep industry knowledge, expertise, and experience to InvestCloud at a time when we are uniquely positioned to lead a new era of investing,” Nash added.
