Michael Roth in

Michael Roth

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Chief Revenue Officer, Digital Wealth at InvestCloud, Inc.
📍 Paradise Valley, Arizona, United States

Michael Roth is the Chief Revenue Officer for Digital Wealth at InvestCloud, leveraging over 20 years of experience in finance and technology. An entrepreneur at heart, he founded the retirement technology firm RetireUp, which was acquired by InvestCloud. He holds an MBA in Leadership and Change Management from DePaul University.

Outside of his executive role, Michael is a family man who resides in Los Angeles with his wife and three children. He is a high achiever academically, having graduated with Summa Cum Laude honors from Bethel Universitys four-year program in just three years.

Unique fact: He founded a company that was later acquired by his current employer, where he now serves as a C-level executive.

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Experience
19 Years
Current Role
Chief Revenue Officer, Digital Wealth
Job Level
Leadership
Location
Paradise Valley, Arizona, United States
Personality Overview

How Michael shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Michael cares about

DeFi vs. TradFi
He actively compares the rapid, seamless innovation in DeFi with the slow, multi-year upgrade cycles common in traditional finance, questioning the disparity.
Disruptive Strategy
Believes in "changing the rules" as a core business principle to win, a lesson he embraced from his venture capital investors during his startup journey.
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Career

Work history

4-2024
Chief Revenue Officer, Digital Wealth
InvestCloud, Inc.
5-2023 - 4-2024
Chief Product Officer, Digital Wealth
InvestCloud, Inc.
12-2022 - 5-2023
President, Digital Planning
InvestCloud, Inc.
6-2020 - 12-2022
Executive Vice President
InvestCloud, Inc.
9-2017 - 6-2020
CEO
RetireUp
In the press

Media appearances

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Education
2008 - 2011
MBA
DePaul Driehaus College of Business
2003 - 2006
Bachelor of Arts
Bethel University
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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