Joe Rost

Senior Account Executive, Digital Wealth

Role: Senior Account Executive, Digital Wealth at InvestCloud, Inc.
Location: Los Angeles, CA, US
LinkedIn followers: 500 followers

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About Joe Rost

At InvestCloud, I partner with leading financial institutions to modernize how they…

Experience

Senior Account Executive, Digital Wealth
InvestCloud, Inc.
Feb 2025 — Present · Los Angeles, CA, US

Education

University of Pennsylvania
Bachelor of Science - BS
The Wharton School
Bachelor

Contact information

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Work email
j••••@investcloud.com
Personal email
•••••@•••••.com
Direct dial
+19•••••••82

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Current company

InvestCloud, Inc.

Financial Services · 956 employees · West Hollywood, California, United States

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.

investcloud.com

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About Joe Rost

Experience

Senior Account Executive, Digital Wealth

Education

University of Pennsylvania

The Wharton School

Find verified contacts for anyone on LinkedIn