InvestCloud

OverviewSuggest Edit

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.

TypePrivate
Founded2010
HQWest Hollywood, CA, US
Websiteinvestcloud.com
Employee Ratings2.9
Overall CultureA+

Latest Updates

Employees (est.) (Jun 2021)855(+3%)
Job Openings47
Revenue (Y, 2020)$285 M
Cybersecurity ratingCMore

Key People/Management at InvestCloud

John Wise

John Wise

CEO & Co-Founder
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
Will Bailey

Will Bailey

Chief Strategy Officer
Yaela Shamberg

Yaela Shamberg

Co-Founder & Chief Product Officer
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InvestCloud Office Locations

InvestCloud has offices in West Hollywood, Carlsbad, New York, San Francisco and in 4 other locations
West Hollywood, CA, US (HQ)
700 N San Vicente Blvd, Suite G605
Carlsbad, CA, US
5796 Armada Dr #300
New York, NY, US
135 E 57th St 21st Floor
San Francisco, CA, US
221 Main St #1630, San Francisco
Tampa, FL, US
5310 Cypress Center Dr
Burlington, CA
5045 S Service Rd, Suite 305
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InvestCloud Financials and Metrics

Summary Metrics

Founding Date

2010

InvestCloud total Funding

$54.1 m

Time since last funding

5 years ago

InvestCloud investors

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InvestCloud Revenue

InvestCloud's revenue was reported to be $285 m in Y, 2020
USD

Revenue (Y, 2020)

285.0m
USDY, 2020E

Revenue

285.0m
USDY, 2020

Revenue/Employee

821.5k
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InvestCloud Operating Metrics

InvestCloud's Assets Under Management was reported to be $4t in May, 2021.
May, 2021

Assets Under Management

$4 t

Clients

700

Patents and Patent Applications

15

Trademarks and Trademark Applications

8
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InvestCloud Acquisitions / Subsidiaries

Company NameDateDeal Size
Advicent SolutionsMay 05, 2021
rplanJune 11, 2018$20 m
Babel SystemsJanuary 09, 2017$20 m
LightPortJune 06, 2011

InvestCloud Cybersecurity Score

Cybersecurity ratingPremium dataset

C

77/100

SecurityScorecard logo

InvestCloud Online and Social Media Presence

Embed Graph

InvestCloud Company Culture

  • Overall Culture

    A+

    88/100

  • CEO Rating

    A+

    92/100

  • Compensation

    A+

    88/100

  • Diversity

    B+

    80/100

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InvestCloud News and Updates

InvestCloud bags deal with MUFG

InvestCloud, an award winning global FinTech firm serving some of the largest banks, wealth managers and asset managers in the world, today announced the deployment of its Wealth Adviser Platform by Mitsubishi UFJ Financial Group (MUFG), Japan’s largest bank and one of the world's largest banks by t…

Mitsubishi UFJ Morgan Stanley Securities deploys InvestCloud wealth platform

nvestCloud, an award winning global FinTech firm serving some of the largest banks, wealth managers and asset managers in the world, today announced the deployment of its wealth management platform by Mitsubishi UFJ Morgan Stanley Securities (MUMSS).

Motive Partners & Clearlake Capital Invest for Growth in Next Generation SaaS Wealth Solutions Platform with InvestCloud

NEW YORK and LOS ANGELES, Feb. 2, 2021 /PRNewswire/ -- Motive Partners ("Motive"), a specialist private equity firm focused on growth and buyout investments in enterprise financial services software companies, and Clearlake Capital Group, L.P. ("Clearlake"), a sector-focused investor that...

InvestCloud CEO John Wise outlines his plans to build a global financial supermarket

John Wise, Founder & CEO, gives FinextraTV the inside story on InvestCloud’s $1bn valuation, the integration of Finantix and Tegra118, and his plans to build a global financial supermarket connecting asset and wealth managers, and using the InvestCloud platform as its core.

Uncommon Giving to Introduce New Donor-Advised Funds Using InvestCloud

Online charitable giving platform will enhance investment client services with InvestCloud’s suite of integrated digital solutions Online charitable giving platform will enhance investment client services with InvestCloud’s suite of integrated digital solutions

Oppenheimer signs with InvestCloud

Oppenheimer & Co. Inc. (“Oppenheimer”), a leading investment bank, wealth manager, and a subsidiary of Oppenheimer Holdings (NYSE: OPY), today announced the launch of a strategic alliance with global
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InvestCloud Frequently Asked Questions

  • 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.