InvestCloud, Inc. | Company Profile - Revenue, Headcount, Tech Stack, Contacts

InvestCloud, Inc. | Company Profile - Revenue, Headcount, Tech Stack, Contacts

Updated December 22, 2025
Public ProfileLinkedInLinkedIn Profile

InvestCloud, Inc.

Employees641
Revenue$400M
Total Funding70.6M

Industry & Market

Primary Industry
financial services
All Industries
financial servicesinvestment management
Location
West Hollywood, California, United States

Funding Information

Latest Stage
Other
Annual Revenue
$400,000,000

Headcount Distribution

Total Employees
641
Departments
19

By Department

Department Breakdown

Engineering
Business Development
Support
Operations
Finance
Product Management
Others

Keywords & Focus Areas

investment managementwealth managementhedge fundsinstitutional investorsfamily officefinancial technologydigital experiancedigital warehouseasset managementfinancial servicesfinancefinance technologyinformation technology & services
13 total keywords

Overview

InvestCloud, Inc. is a leading provider of wealth technology, established in 2010 and based in West Hollywood, California. The company focuses on digital transformation solutions tailored for the wealth management sector, serving a diverse array of financial institutions, including wealth and asset managers, banks, and registered investment advisors. Collectively, its clients manage over 40% of the $132 trillion in global assets.

The company offers a connected ecosystem of technology platforms that unify data and enhance client experiences. Its solutions help wealth managers and financial advisors streamline operations and improve client relationships. Its platform features digital wealth management and financial planning tools, supported by a dynamic data warehouse that addresses the entire wealth continuum. The company emphasizes empowering financial professionals with intelligent, human-centric design to facilitate informed decision-making and strategic insights. Recognized for its innovation, InvestCloud was named a CNBC World’s Top Fintech Company in 2024.

Key Metrics

Total Employees
XXXX
Total number of employees
Engineering
XX
Number of employees in the engineering department
Sales Team
$XX
Number of employees in the sales department
Marketing
XX
Number of employees in the marketing department
Founded
XXXX
Year the company was founded
Revenue
$XXX,XXX,XXX
Total revenue of the company
Total Funding
$XXX M
Total funding of the company
Market Cap
$XXX,XXX
Market cap of the company

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Contact

Company
InvestCloud, Inc.
Headquarters
700 N San Vicente Blvd, West Hollywood, California, USA, 90069
Founded
2010
Languages
English
Industry
financial services

Technology Stack

Analytics & Tracking

Google Tag Manager

Social & Marketing

Not found

Database & Backend

Not found

Cloud & Infrastructure

Atlassian CloudCloudFlare CDNCloudFlare Hosting

Productivity

Not found

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