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Jeff Yabuki

About Jeff Yabuki

http://investcloud.com/

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 Wells Fargo Wealth & Investment Management partners with InvestCloud to integrate alternative investments into Personalized Unified Managed Accounts for clients and advisors.

Alternative Investments Now Available in Unified Managed Accounts at Wells Fargo

August 26 2025

Wells Fargo’s WIM division, in collaboration with InvestCloud, now offers alternative investments as an eligible investment in its Personalized UMA

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InvestCloud Announces New APL Chief Operating Officer as It Executes on First-of-Its-Kind Capability

April 17 2025

InvestCloud, a global leader in wealth technology, today announced the expansion of its APL leadership team with the appointment of Josh Mayer to the newly created role of Chief Operating Officer (“COO”) reporting to APL President Cheryl Nash.

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Motive Partners Acquires Control Stake In Splitit

December 12 2023

Splitit Payments Limited, the white-label, fully-embedded payments technology platform allowing customers to pay via card-attached […]

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