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RIA Edge Los Angeles
October 7-8, 2025
Ritz-Carlton | Marina del Rey, CA

Dan Bjerke
President at Digital Wealth – Investcloud, Inc.
Speaker

Profile

Dan Bjerke is the President of Digital Wealth at Investcloud, Inc. He is a seasoned technology executive, experienced in leading organizations through transformative growth. With more than 30 years of experience in software, payments and fintech, Dan leads InvestCloud’s global Digital Wealth business and its focus on delivering innovative wealth management solutions for advisors and their clients. His background includes product and leadership roles with Fiserv and its highly regarded Clover® business management platform for small businesses and its digital banking solutions for financial institutions.

Agenda Sessions

  • AI Revolution in Investment Management

    11:20am