Yiqi Chen

Product @Investcloud

Role: Business System Analyst at InvestCloud, Inc.
Location: Jersey City, NJ, US
LinkedIn followers: 500 followers

Information TechnologyView LinkedIn profile

About Yiqi Chen

I\'m passionate about creating enjoyable experiences, connecting people, technology, and art. Portfolio Website:

Experience

Business System Analyst
InvestCloud, Inc.
May 2025 — Present

Education

Wuhan University
Bachelor of Architecture - BArch
2014 — 2019
Victoria University of Wellington
Exchange Program
2016 — 2016
Carnegie Mellon University
Master's degree
2019 — 2021

Contact information

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Work email
•••••@investcloud.com
Personal email
•••••@•••••.com
Direct dial
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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 Yiqi Chen

Experience

Business System Analyst

Education

Wuhan University

Victoria University of Wellington

Carnegie Mellon University

Find verified contacts for anyone on LinkedIn