• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Helper
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    InvestCloud Appoints Jeff Yabuki as Chairman and CEO

    1/10/24 10:00:00 AM ET
    $FI
    $NDAQ
    $RY
    $SRAD
    Business Services
    Consumer Discretionary
    Investment Bankers/Brokers/Service
    Finance
    Get the next $FI alert in real time by email

    Yabuki's Motive Partners role expands to include Chairman & CEO of InvestCloud, which sets the stage for the Company's next phase of growth

    InvestCloud (or "the Company"), a global provider of wealth and asset management solutions, today announced the appointment of Jeffery W. Yabuki ("Jeff") as Chairman and CEO. In this role, Jeff will lead InvestCloud's strategy and operations, with a key focus on excellence of client delivery. Jeff's leadership will further empower InvestCloud's clients and partners with its scalable technology platform. The Company is backed by Clearlake Capital Group, L.P. (together with certain of its affiliates, "Clearlake") and Motive Capital Management, LLC (together with certain of its affiliates, "Motive Partners"), which together recapitalized the business in 2021.

    InvestCloud is a wealth technology platform that supports over 550 wealth and asset managers globally with more than $6.4 trillion in assets across its platforms in services such as UMA/SMA portfolio management, trade execution, accounting, model management and performance measurement.

    "Financial services - and wealth management in particular - is in the early stages of a technology transformation, which we believe will create meaningful opportunities to redefine the future of wealth and asset management. I believe InvestCloud is well-positioned to partner with its clients to lead this change around the world. I am excited to work with this talented team to build value through sustained excellence and innovation in pursuit of next-generation leadership," said Jeff Yabuki, Chairman & CEO of InvestCloud and Chairman of Motive Partners.

    Jeff was previously the CEO of Fiserv (NYSE:FI), a Fortune 200 company and global leader in payments and financial technology, a role he held from December 2005 through June 2020. He also served as Chairman of Fiserv from 2019 to December 2020. During Jeff's tenure with Fiserv, he led the company through a strategic transformation with significant acquisitions and divestitures, including the $22 billion acquisition of First Data Corporation. During Jeff's leadership, Fiserv nearly tripled revenue, increased operating margin and earnings, and achieved a total shareholder return of 969% through the end of 2019.

    Prior to Fiserv, Jeff was Executive Vice President and Chief Operating Officer at H&R Block and held a progression of senior leadership positions at American Express. Jeff currently serves on the Boards of Directors of Royal Bank of Canada (NYSE:RY), Nasdaq (NASDAQ:NDAQ) and is Chairman of Sportradar Group (NASDAQ:SRAD).

    "We have an opportunity to pair one of the preeminent business builders and leaders in financial technology with a compelling global macro-opportunity that we believe will create value for InvestCloud's clients," said Rob Heyvaert, Founder and Managing Partner at Motive Partners. "This appointment is another example of Motive's differentiated ‘Investor, Operator, Innovator' model at work to drive value creation and innovation. We are delighted to have Jeff at the helm, given his track record of energizing teams to capitalize on market opportunities. We would also like to thank Richard Lumb for his leadership as interim CEO, who will remain with the Board of Directors and support Jeff's transition."

    "We are excited to welcome Jeff to InvestCloud and look forward to accelerating the Company's growth plan under his leadership," said Behdad Eghbali, Co-Founder and Managing Partner, and James Pade, Partner, at Clearlake. "Jeff's relevant experience and his ability to scale organizations makes him the perfect choice to lead InvestCloud."

    Over the next decade, InvestCloud expects wealth managers will address the changing expectations of a new generation of clients, as it is expected that over $84 trillion in assets will pass between generations. To support this market shift, retail investors, banks and wealth managers are focused on technology modernization and digital transformation. InvestCloud believes it is well-positioned to support its clients and partners with its portfolio of solutions that support modern digital client and advisor experiences, financial planning and personalized UMA/SMA portfolios.

    About InvestCloud

    InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalization and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and asset management industry. Headquartered in New York, InvestCloud has offices around the world including the United States, Canada, United Kingdom, Switzerland, Italy, Singapore, Japan, and Australia.

    More information on InvestCloud can be found at www.investcloud.com

    About Clearlake

    Founded in 2006, Clearlake is an investment firm operating integrated businesses across private equity, credit, and other related strategies. With a sector-focused approach, the firm seeks to partner with experienced management teams by providing patient, long term capital to dynamic businesses that can benefit from Clearlake's operational improvement approach, O.P.S.® The firm's core target sectors are technology, industrials, and consumer. Clearlake currently has over $70 billion of assets under management, and its senior investment principals have led or co-led over 400 investments. The firm is headquartered in Santa Monica, CA with affiliates in Dallas, TX, London, UK, Dublin, Ireland, and Singapore.

    More information on Clearlake can be found at www.clearlake.com

    About Motive Partners

    Motive Partners is a specialist private equity firm with offices in New York City, London and Berlin, focusing on venture, growth equity and buyout investments in technology-enabled financial and business services companies based in North America and Europe, and serving five primary subsectors: Banking & Payments, Capital Markets, Data & Analytics, Investment Management and Insurance. Motive Partners brings differentiated expertise, connectivity and capabilities to create long-term value in financial technology companies.

    More information on Motive Partners can be found at www.motivepartners.com

    Disclaimer

    The information contained in this press release is provided for informational and discussion purposes only and is not, and may not be relied on in any manner as, legal, tax or investment advice or as an offer to sell or a solicitation of an offer to buy any securities.

    View source version on businesswire.com: https://www.businesswire.com/news/home/20240110479094/en/

    Get the next $FI alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $FI
    $NDAQ
    $RY
    $SRAD

    CompanyDatePrice TargetRatingAnalyst
    Sportradar Group AG
    $SRAD
    7/1/2025$33.00Buy
    Truist
    Sportradar Group AG
    $SRAD
    6/20/2025$32.00Outperform
    Macquarie
    Fiserv Inc.
    $FI
    6/2/2025$181.00Buy
    Truist
    Royal Bank Of Canada
    $RY
    5/30/2025Outperform → Sector Perform
    National Bank Financial
    Royal Bank Of Canada
    $RY
    5/15/2025Sector Outperform
    Scotiabank
    Sportradar Group AG
    $SRAD
    4/22/2025$28.00Underperform → Buy
    BofA Securities
    Fiserv Inc.
    $FI
    4/17/2025$150.00Neutral → Sell
    Redburn Atlantic
    Nasdaq Inc.
    $NDAQ
    4/17/2025$91.00Neutral → Buy
    Redburn Atlantic
    More analyst ratings

    $FI
    $NDAQ
    $RY
    $SRAD
    SEC Filings

    See more
    • SEC Form FWP filed by Royal Bank Of Canada

      FWP - ROYAL BANK OF CANADA (0001000275) (Subject)

      7/3/25 4:19:15 PM ET
      $RY
      Commercial Banks
      Finance
    • SEC Form FWP filed by Royal Bank Of Canada

      FWP - ROYAL BANK OF CANADA (0001000275) (Subject)

      7/3/25 4:10:52 PM ET
      $RY
      Commercial Banks
      Finance
    • SEC Form FWP filed by Royal Bank Of Canada

      FWP - ROYAL BANK OF CANADA (0001000275) (Subject)

      7/3/25 3:36:28 PM ET
      $RY
      Commercial Banks
      Finance

    $FI
    $NDAQ
    $RY
    $SRAD
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • EVP, CIO Peterson Bradley J covered exercise/tax liability with 10,986 shares and sold $1,022,716 worth of shares (11,508 units at $88.87), decreasing direct ownership by 17% to 111,035 units (SEC Form 4)

      4 - NASDAQ, INC. (0001120193) (Issuer)

      7/3/25 1:11:01 PM ET
      $NDAQ
      Investment Bankers/Brokers/Service
      Finance
    • EVP, CSO Skule Jeremy sold $187,703 worth of shares (2,105 units at $89.17), decreasing direct ownership by 2% to 94,656 units (SEC Form 4)

      4 - NASDAQ, INC. (0001120193) (Issuer)

      7/3/25 1:09:05 PM ET
      $NDAQ
      Investment Bankers/Brokers/Service
      Finance
    • Pres. Capital Access Platforms Griggs Pc Nelson covered exercise/tax liability with 11,484 shares, decreasing direct ownership by 6% to 195,921 units (SEC Form 4)

      4 - NASDAQ, INC. (0001120193) (Issuer)

      7/3/25 1:05:10 PM ET
      $NDAQ
      Investment Bankers/Brokers/Service
      Finance

    $FI
    $NDAQ
    $RY
    $SRAD
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • Delisting of Securities from The Nasdaq Stock Market

      NEW YORK, July 02, 2025 (GLOBE NEWSWIRE) -- The Nasdaq Stock Market announced today that it will delist the American Depositary Shares of Advanced Health Intelligence Ltd. Advanced Health Intelligence Ltd.'s security was suspended on July 30, 2024 and has not traded on Nasdaq since that time. Nasdaq also announced today that it will delist the ordinary shares and warrants of noco-noco Inc. noco-noco Inc.'s securities were suspended on November 25, 2024 and have not traded on Nasdaq since that time. Nasdaq also announced today that it will delist common stock and preferred stock of LuxUrban Hotels Inc. LuxUrban Hotels Inc.'s securities were suspended on January 17, 2025 and have not trade

      7/2/25 4:05:00 PM ET
      $NDAQ
      Investment Bankers/Brokers/Service
      Finance
    • June Sales at Small Businesses Rise from Last Year, but Consumers Pulled Back Compared to May

      Fiserv Small Business Index declines two points to 148 Small business sales grew +4.4% year over year, but declined -1.4% month over month Fiserv, Inc. (NYSE:FI), a leading global provider of payments and financial services technology, has published the Fiserv Small Business Index for June 2025, with the seasonally-adjusted Index declining two points to 148. Year-over-year sales (+4.4%) remained strong in June while month-over-month sales (-1.4%) declined, reflecting a slowdown in consumer activity. Foot traffic (transactions) followed a similar trend, growing (+2.2%) year over year but slowing (-2.0%) month over month. Average ticket sizes grew significantly (+2.1%) compared to 2024 a

      7/2/25 9:00:00 AM ET
      $FI
      Business Services
      Consumer Discretionary
    • Nasdaq Announces the Board of Directors of its U.S. Exchanges

      NEW YORK, July 01, 2025 (GLOBE NEWSWIRE) -- Nasdaq, Inc. (NASDAQ:NDAQ) today announced the election of all nominated directors to the boards of the U.S. exchanges operated by the company, which include The Nasdaq Stock Market LLC, Nasdaq PHLX LLC, Nasdaq BX, Inc., Nasdaq ISE, LLC, Nasdaq MRX, LLC, and Nasdaq GEMX, LLC: Kathlyn Card Beckles, Chief Legal Officer, Verisk Analytics, Inc.Michael J. Curran, Retired Chairman and CEO, Boston Stock ExchangeAnne Marie Darling, Group Co-Chief Operating Officer and Barclays Execution Services Co-Chief Executive Officer, BarclaysKevin Kennedy, EVP, North American Markets, NasdaqThomas A. Kloet, Retired CEO and Executive Director, TMX Group LimitedAnit

      7/1/25 4:05:00 PM ET
      $NDAQ
      Investment Bankers/Brokers/Service
      Finance

    $FI
    $NDAQ
    $RY
    $SRAD
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • Truist initiated coverage on Sportradar Group AG with a new price target

      Truist initiated coverage of Sportradar Group AG with a rating of Buy and set a new price target of $33.00

      7/1/25 8:22:25 AM ET
      $SRAD
      Computer Software: Programming Data Processing
      Technology
    • Macquarie initiated coverage on Sportradar Group AG with a new price target

      Macquarie initiated coverage of Sportradar Group AG with a rating of Outperform and set a new price target of $32.00

      6/20/25 7:54:49 AM ET
      $SRAD
      Computer Software: Programming Data Processing
      Technology
    • Truist initiated coverage on Fiserv with a new price target

      Truist initiated coverage of Fiserv with a rating of Buy and set a new price target of $181.00

      6/2/25 8:51:54 AM ET
      $FI
      Business Services
      Consumer Discretionary

    $FI
    $NDAQ
    $RY
    $SRAD
    Insider Purchases

    Insider purchases reveal critical bullish sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Zollar Alfred W bought $203,970 worth of shares (2,542 units at $80.24), increasing direct ownership by 5% to 49,293 units (SEC Form 4)

      4 - NASDAQ, INC. (0001120193) (Issuer)

      11/14/24 4:29:16 PM ET
      $NDAQ
      Investment Bankers/Brokers/Service
      Finance
    • Torgeby Johan bought $705,880 worth of shares (14,000 units at $50.42), increasing direct ownership by 165% to 22,466 units (SEC Form 4)

      4 - NASDAQ, INC. (0001120193) (Issuer)

      10/25/23 4:02:10 PM ET
      $NDAQ
      Investment Bankers/Brokers/Service
      Finance

    $FI
    $NDAQ
    $RY
    $SRAD
    Financials

    Live finance-specific insights

    See more
    • Nasdaq to Hold Second Quarter 2025 Investor Conference Call

      NEW YORK, June 26, 2025 (GLOBE NEWSWIRE) -- Nasdaq (NASDAQ:NDAQ) has scheduled its second quarter 2025 financial results announcement.  Who:Nasdaq's CEO, CFO, and additional members of its senior management team    What:Review Nasdaq's second quarter 2025 financial results    When:Thursday, July 24, 2025  Results Call: 8:00 AM Eastern    Senior management will be available for questions from the investment community following prepared remarks. All participants can access the conference via webcast through the Nasdaq Investor Relations website at http://ir.nasdaq.com/. Note: The press release and results presentation for the second quarter 2025 results will be posted on the Nasdaq Investo

      6/26/25 4:05:00 PM ET
      $NDAQ
      Investment Bankers/Brokers/Service
      Finance
    • Royal Bank of Canada declares dividends

      TORONTO, May 29, 2025 /CNW/ - Royal Bank of Canada (TSX:RY) (NYSE:RY) announced today that its board of directors has declared an increase to its quarterly common share dividend of six cents, or four per cent, to $1.54 per share, payable on or after August 22, 2025, to common shareholders of record at the close of business on July 24, 2025. The board also declared dividends for the following Non-Cumulative First Preferred Shares, payable on or after August 22, 2025, to shareholders of record at the close of business on July 24, 2025. Series BF   Dividend No.  41  of  $0.1875 p

      5/29/25 6:01:00 AM ET
      $RY
      Commercial Banks
      Finance
    • ROYAL BANK OF CANADA REPORTS SECOND QUARTER 2025 RESULTS

      All amounts are in Canadian dollars and are based on financial statements presented in compliance with International Accounting Standard 34 Interim Financial Reporting, unless otherwise noted. Our Q2 2025 Report to Shareholders and Supplementary Financial Information are available at http://www.rbc.com/investorrelations and on https://www.sedarplus.com/.   Net income$4.4 BillionUp 11% YoY Diluted EPS1$3.02Up 10% YoY Total PCL1$1.4 BillionPCL on loans ratio1up 16 bps1 QoQ ROE114.2%Down 30 bps YoY CET1 ratio213.2%Above regulatoryrequirements Adjusted net income3$4.5 BillionUp 8% YoY Adjusted diluted EPS3$3.12Up 7% YoY Total ACL1$7.5 BillionACL on loans ratio1up 6 bps QoQ Adjusted ROE314.7%Down

      5/29/25 6:00:00 AM ET
      $RY
      Commercial Banks
      Finance

    $FI
    $NDAQ
    $RY
    $SRAD
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by Sportradar Group AG

      SC 13G/A - Sportradar Group AG (0001836470) (Subject)

      11/14/24 6:11:06 PM ET
      $SRAD
      Computer Software: Programming Data Processing
      Technology
    • Amendment: SEC Form SC 13G/A filed by Fiserv Inc.

      SC 13G/A - FISERV INC (0000798354) (Subject)

      11/14/24 1:22:34 PM ET
      $FI
      Business Services
      Consumer Discretionary
    • Amendment: SEC Form SC 13G/A filed by Royal Bank Of Canada

      SC 13G/A - ROYAL BANK OF CANADA (0001000275) (Filed by)

      11/14/24 10:41:05 AM ET
      $RY
      Commercial Banks
      Finance

    $FI
    $NDAQ
    $RY
    $SRAD
    Leadership Updates

    Live Leadership Updates

    See more
    • Nasdaq Welcomes 142 IPOs in the First Half of 2025

      Highest volume of listings and capital raise in the first half of the year since 2021 Maintained leadership in switches - crossed $3 trillion in market value transferred since 2005 Driving smart policy reforms to improve regulatory processes for public companies NEW YORK, July 01, 2025 (GLOBE NEWSWIRE) -- Nasdaq (NASDAQ:NDAQ) announced today that in the first half of 2025, it welcomed 142 listings (IPOs), raising a total of $19.2 billion. A total of 83 operating companies and 59 SPACs listed on Nasdaq during the first six months of 2025, representing an 86% win-rate of Nasdaq-eligible listings in the U.S. market, and extending Nasdaq's leadership to 46 consecutive quarters. In add

      7/1/25 8:05:00 AM ET
      $NDAQ
      Investment Bankers/Brokers/Service
      Finance
    • Nasdaq Announces Results from 2025 Annual Meeting of Shareholders

      All 12 Nominated Directors Elected Nasdaq Board Re-elects Adena T. Friedman as Chair of the Board NEW YORK, June 16, 2025 (GLOBE NEWSWIRE) -- Nasdaq, Inc. (NASDAQ:NDAQ) shareholders elected all nominated directors at the company's Annual Meeting of Shareholders on Wednesday, June 11, 2025. All directors will serve one-year terms. The elected board members are: Melissa M. Arnoldi, EVP and General Manager for Business Solutions, AT&T Inc.Charlene T. Begley, Retired SVP and CIO, General Electric CompanyAdena T. Friedman, Chair and CEO, NasdaqEssa Kazim, Governor, Dubai International Financial CentreThomas A. Kloet, Retired CEO and Executive Director, TMX Group LimitedKathryn A. Koch, Presi

      6/16/25 4:30:00 PM ET
      $NDAQ
      Investment Bankers/Brokers/Service
      Finance
    • Shopify Inc to Join the Nasdaq-100 Index® Beginning May 19, 2025

      NEW YORK, May 09, 2025 (GLOBE NEWSWIRE) -- Nasdaq (NASDAQ:NDAQ) today announced that Shopify Inc. (NASDAQ:SHOP), will become a component of the Nasdaq-100 Index® (NASDAQ:NDX®) and the Nasdaq-100 Equal Weighted™ Index (NASDAQ:NDXE) prior to market open on Monday, May 19, 2025. Shopify Inc. will replace MongoDB, Inc. (NASDAQ:MDB) in the Nasdaq-100 Index® and the Nasdaq-100 Equal Weighted™ Index. MongoDB, Inc. will also be removed from the Nasdaq-100 Tech Sector™ Index (NASDAQ:NDXT), the Nasdaq-100 Technology Sector Market-Cap Weighted™ Index (NDXTMC™), the Nasdaq-100 Technology Sector Adjusted Market-Cap Weighted™ Index (NDXT10™), the Nasdaq-100 ESG™ Index (NASDAQ:NDXESG), the Nasdaq-100

      5/9/25 8:00:00 PM ET
      $MDB
      $NDAQ
      $SHOP
      Computer Software: Prepackaged Software
      Technology
      Investment Bankers/Brokers/Service
      Finance