InvestCloud
West Hollywood, California, United States
About InvestCloud
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 1,001 – 5,000
- Estimated revenue: $100K – $500K
- Total funding: $54.1M
- Funding stage: Private Equity
- Last round: Private Equity (Feb 2021)
- Website: investcloud.com
- Phone: (888)800-0188
Industries & Categories
Cloud Management, Financial Services, FinTech, Outsourcing, Software
Social Profiles
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