INVESTCLOUD
InvestCloud empowers investors and managers with a single version of the integrated truth through its unique digital platform. Today the InvestCloud platform supports over $1.7 trillion of assets across 670 institutional customers. InvestCloud creates custom solutions for better decision-making. From Client Communications (Client Portals and Reports) and Client Management (Advisor Portals and CRM) to Digital Warehousing, Data Analytics and Accounting, InvestCloud offers first-class digital investment platforms for successful investing that are rapid to deploy and hyper-modular. Customer segments include wealth managers, institutional investors, asset managers, family offices, asset services companies, financial platforms, and banks. Unleash your data potential.
INVESTCLOUD
Industry:
Cloud Management Financial Services FinTech Outsourcing Software
Founded:
2010-01-01
Address:
West Hollywood, California, United States
Country:
United States
Website Url:
http://www.investcloud.com
Total Employee:
251+
Status:
Active
Contact:
(888)800-0188
Total Funding:
54.06 M USD
Technology used in webpage:
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Current Advisors List
Advisor
2021-02-01
Board_member
Current Employees Featured
John Wise CEO @ InvestCloud
CEO
2010-04-01
Michael A. Smith Founder, EVP, President @ InvestCloud
Founder, EVP, President
2010-05-01
Fiona Francois Chief of Staff @ InvestCloud
Chief of Staff
2014-01-03
Julian Bowden Chief Technology Officer & Co-Founder @ InvestCloud
Chief Technology Officer & Co-Founder
2010-01-01
Vincent Sos Co-Founder & CIO @ InvestCloud
Co-Founder & CIO
2011-05-01
Yaela Shamberg Chief Product Officer & Co-Founder @ InvestCloud
Chief Product Officer & Co-Founder
2010-01-01
Dan Santner Vice President Of Software Development @ InvestCloud
Vice President Of Software Development
2021-03-01
Steven Skavdahl Senior Sales Executive @ InvestCloud
Senior Sales Executive
2019-01-01
Alessandro Tonchia Head of Strategy, Private Banking & Wealth @ InvestCloud
Head of Strategy, Private Banking & Wealth
2021-02-01
Colin Close President @ InvestCloud
President
2010-07-01
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2021-05-05 | Advicent Solutions | Advicent Solutions acquired by InvestCloud | N/A |
| 2018-06-11 | rplan | rplan acquired by InvestCloud | 20 M USD |
| 2017-01-09 | Babel Systems | Babel Systems acquired by InvestCloud | 20 M USD |
| 2011-06-06 | LightPort | LightPort acquired by InvestCloud | N/A |
Investors List
Citi Ventures
Citi Ventures investment in Private Equity Round - InvestCloud
Accenture
Accenture investment in Private Equity Round - InvestCloud
Clearlake Capital Group
Clearlake Capital Group investment in Private Equity Round - InvestCloud
Motive Partners
Motive Partners investment in Private Equity Round - InvestCloud
Fiserv
Fiserv investment in Private Equity Round - InvestCloud
JP Morgan Chase
JP Morgan Chase investment in Private Equity Round - InvestCloud
FTV Capital
FTV Capital investment in Series B - InvestCloud
Kern Whelan Capital
Kern Whelan Capital investment in Series B - InvestCloud
Polar Capital Management Inc.
Polar Capital Management Inc. investment in Series A - InvestCloud
Kern Whelan Capital
Kern Whelan Capital investment in Series A - InvestCloud
Newest Events participated
Official Site Inspections
http://www.investcloud.com Semrush global rank: 254.43 K Semrush visits lastest month: 270.61 K
- Host name: 104.17.183.107
- IP address: 104.17.183.107
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
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