InvestCloud Competitors and Similar CompaniesClear all
InvestCloud's competitors and similar companies include Personal Capital, AssetMark, Scivantage and Karara Capital.
 AssetMark AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors. |  Scivantage Scivantage is a technology provider of information-enabled software for the financial services industry. | ||||
Founding Date | Founding Date 2010 | Founding Date 2009 | Founding Date 1996 | Founding Date 2000 | Founding Date 2007 |
Type | Type Private | Type Private | Type Public | Type Subsidiary | Type Private |
Tags | |||||
Locations | Locations West Hollywood, US HQ Burlington, CA Bengaluru, IN London, GB Carlsbad, US New York, US San Francisco, US see more | Locations Redwood City, US HQ Atlanta, US Chicago, US Dallas, US Dallas, US New York, US San Francisco, US | Locations Concord, US HQ Lynchburg, US Lynchburg, US | Locations Jersey City, US HQ | Locations Melbourne, AU HQ |
Employees | Employees 1,001 | Employees 1,6582% increase | Employees 980 | Employees 48 | Employees 6 |
Financial | |||||
Revenue (est.) | Revenue (est.) $285m (Y, 2020) | Revenue (est.) N/A | Revenue (est.) $708.5m (FY, 2023) | Revenue (est.) $38m (Y, 2015) | Revenue (est.) N/A |
Operating ⚠ | |||||
Assets Under Management | Assets Under Management $4t (May, 2021) | Assets Under Management $3.4b (Dec, 2016) | Assets Under Management N/A | Assets Under Management N/A | Assets Under Management N/A |
Funding | |||||
Total funding raised | Total funding raised $ 54.1m | Total funding raised $ 265.3m | Total funding raised $ 2.8m | Total funding raised $ 33.7m | Total funding raised N/A |
For sources of this data, please see the company profile
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Personal Capital
HQ
Redwood City, US
Employees
1,658↑ 2% increase
Personal Capital is an online investment advisory platform.
View companyAssetMark
HQ
Concord, US
Employees
980
AssetMark Financial Holdings is a company providing wealth management and technology solutions for financial advisors.
View companyScivantage
HQ
Jersey City, US
Scivantage is a technology provider of information-enabled software for the financial services industry.
View company
Karara Capital
HQ
Melbourne, AU
Employees
6
Karara Capital is a provider of investment management services.
View company