InvestCloud, Inc.

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.

Basic Information

Contact Details

• Phone: +1 888-800-0188
• Website: investcloud.com
• LinkedIn: linkedin.com/company/investcloud

Key Focus Areas & Initiatives

• Investment management
• Wealth management
• Hedge funds
• Institutional investors
• Family office
• Financial technology
• Digital experiance
• Digital warehouse
• Asset management
• Financial services
• Finance
• Finance technology
• Information technology & services

Technologies Used

• AI
• Atlassian Cloud
• CloudFlare CDN
• CloudFlare Hosting
• Google Tag Manager
• Hubspot
• Microsoft Office 365
• Mobile Friendly
• NetSuite
• Outlook
• Route 53
• Salesforce
• UltiPro
• Wistia
• WordPress.org
• Zendesk

Affiliated Organizations & Regional Branches

• EISI
• LightPort, Inc.
• Advicent – now part of InvestCloud
• BABEL LIMITED