Michael Roth Email & Phone Number

Michael Roth is InvestCloud’s CRO for Digital Wealth. Founded in 2010, InvestCloud is the global technology leader in digital transformations for the financial services industry, supporting over $6 trillion in assets with more than 550 direct clients—from wealth managers and institutional investors to asset managers, family offices, asset services companies, financial platforms, and banks. As CRO, Michael's objective is to empower customers to be Wealth Connected™, enabling them to experience a smarter financial future through innovative digital solutions and seamless integration across their financial ecosystems. Before his role as CRO, he was InvestCloud's Chief Product Officer for Digital Wealth, responsible for driving product innovation that empowered current and future customers to solve their toughest technology challenges across the entire wealth spectrum. Prior to InvestCloud, Michael was co-founder and CEO of RetireUp, a leading retirement technology firm that was acquired by InvestCloud in 2020. Michael has a 20-year history in finance and technology, including a decade of experience as a leading derivatives trader at Geneva Trading in Chicago before his time at RetireUp. He lives in Los Angeles, CA, with his wife and three children.

Listed skills include Trading, Risk Management, Finance, Investments, and 19 others.