Craft

InvestCloud

Total Funding

$54.1 M

Revenue

$285 M

Y, 2020

InvestCloud Summary

Company Summary

Overview
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.
Type
Private
Status
Active
Founded
2010
HQ
West Hollywood, CA, US | view all locations
Website
http://investcloud.com/
Cybersecurity rating
Sectors

Key People

  • John Wise
  • Fiona Francois

    Fiona Francois, President, Sales Operations and Integration

  • Michael Smith

    Michael Smith, Co-Founder, EVP Business Development

  • Mark Trousdale

    Mark Trousdale, Chief Growth Officer, EVP Europe

Operating MetricsView all

Patents and Patent Applications

15

May, 2021

Trademarks and Trademark Applications

8

May, 2021

Clients

700

May, 2021

LocationsView all

8 locations detected

  • West Hollywood, CA HQ

    United States

    700 N San Vicente Blvd, Suite G605

  • Carlsbad, CA

    United States

    5796 Armada Dr #300

  • New York, NY

    United States

    135 E 57th St 21st Floor

  • San Francisco, CA

    United States

    221 Main St #1630, San Francisco

  • Tampa, FL

    United States

    5310 Cypress Center Dr

  • Burlington, ON

    Canada

    5045 S Service Rd, Suite 305

and 2 others

InvestCloud Financials

Summary Financials

Revenue (Y, 2020)
$285.0M

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