InvestCloud is a cloud-based investment management platform. It offers a range of memberships that provide a client portal, an advisor portal, digital onboarding, digital advice, content management, integrated CRM, digital warehouse, billing, compliance, trade processing, accounting, and other services. The company caters to businesses and entrepreneurs, including wealth managers, institutional investors, institutional asset managers, family offices, asset services companies, financial platforms, and banks.
|HQ||West Hollywood, CA, US||Map|
InvestCloud total Funding
Time since last funding
|5 years ago|
|FTV Capital, Kern Whelan Capital, JPMorgan Chase|
Revenue (Y, 2020)
|Company Name||Date||Deal Size|
|Advicent Solutions||May 05, 2021|
|rplan||June 11, 2018||$20 m|
|Babel Systems||January 09, 2017||$20 m|
|LightPort||June 06, 2011|
InvestCloud has 1.95k Twitter Followers. The number of followers has increased 0.6% month over month and increased 3.6% quarter over quarter
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Tweets with engagement
When was InvestCloud founded?
InvestCloud was founded in 2010.
Who are InvestCloud key executives?
InvestCloud's key executives are John Wise, Fiona Francois and Michael Smith.
How many employees does InvestCloud have?
InvestCloud has 855 employees.
What is InvestCloud revenue?
Latest InvestCloud annual revenue is $285 m.
What is InvestCloud revenue per employee?
Latest InvestCloud revenue per employee is $333.3 k.
Who are InvestCloud competitors?
Competitors of InvestCloud include Personal Capital, AssetMark and Scivantage.
Where is InvestCloud headquarters?
InvestCloud headquarters is located at 700 N San Vicente Blvd, Suite G605, West Hollywood.
Where are InvestCloud offices?
InvestCloud has offices in West Hollywood, Carlsbad, New York, San Francisco and in 4 other locations.
How many offices does InvestCloud have?
InvestCloud has 8 offices.
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