Communify Fincentric has beefed up its C-suite again as it welcomes another fintech veteran with stripes from InvestCloud.
Nicole Nakashian, who brings over 25 years of operational leadership, previously served as COO of InvestCloud, where she played a key role in scaling the platform to manage more than $6 trillion in assets.
In her new role as Communify Fincentric's COO, Nakashian will focus on streamlining operations and supporting the company’s growth as it enhances its suite of digital tools for wealth managers, asset managers, broker-dealers, and media firms.
“I’m excited to be at a company that is at the forefront of unifying the communication of market and client data,” Nakashian said in a statement Thursday. “Firms are seeking next-generation data-rich platforms that enhance client engagement and drive growth.”
John Wise, who stepped in as CEO of Communify Fincentric as part of the PE-led acquisition that led to its formation in August, said Nakashian’s leadership will be vital to the firm’s growth trajectory.
“Nicole’s 25+ years of experience and proven ability to scale operations will be invaluable as we meet the demand for digital experiences rich in market and client data,” Wise said. “She will help drive innovation through AI and continually increase the power of our platform.”
The company’s SaaS-based platform provides a suite of tools, including client portals, advisor portals, and AI-driven solutions for financial professionals. The offerings – including its inaugural wealth tech suite unveiled in October – are powered by a library of over 4,000 unique data feeds, enabling financial automation and enhanced client communication.
Nakashian will be based in New York City and will focus on optimizing operations while bolstering the company’s presence in the growing market for intelligence-driven financial solutions.
Her hiring at Communify Fincentric coincides with InvestCloud announcing a partnership with Evoke Advisors, a top-ranked RIA managing more than $25 billion in assets, to transorm the wealth firm's digital experience. That alliance will give Evoke's clients, prospects, and third-party administrators access to a host of services including data-driven visualizations and secure document storage for clients.
"We are empowering Evoke to personalize clients’ digital experience, enhance relationships, and ultimately drive organic growth through a prospect experience featuring personalized, curated content," Kapin Vora, President, Digital Wealth North America at InvestCloud said Thursday.
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