INVESTCLOUD

investcloud-logo

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.

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INVESTCLOUD

Social Links:

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

Email Addresses:
[email protected]

Total Funding:
54.06 M USD

Technology used in webpage:
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Current Advisors List

richard-lumb_image

Richard Lumb Board Member @ InvestCloud
Advisor
2021-02-01

richard-garman_image

Richard Garman Board of Director @ InvestCloud
Board_member

Current Employees Featured

john-wise_image

John Wise
John Wise CEO @ InvestCloud
CEO
2010-04-01

michael-a-smith_image

Michael A. Smith
Michael A. Smith Founder, EVP, President @ InvestCloud
Founder, EVP, President
2010-05-01

fiona-francois_image

Fiona Francois
Fiona Francois Chief of Staff @ InvestCloud
Chief of Staff
2014-01-03

julian-bowden_image

Julian Bowden
Julian Bowden Chief Technology Officer & Co-Founder @ InvestCloud
Chief Technology Officer & Co-Founder
2010-01-01

vincent-sos_image

Vincent Sos
Vincent Sos Co-Founder & CIO @ InvestCloud
Co-Founder & CIO
2011-05-01

yaela-shamberg_image

Yaela Shamberg
Yaela Shamberg Chief Product Officer & Co-Founder @ InvestCloud
Chief Product Officer & Co-Founder
2010-01-01

dan-santner_image

Dan Santner
Dan Santner Vice President Of Software Development @ InvestCloud
Vice President Of Software Development
2021-03-01

steven-skavdahl_image

Steven Skavdahl
Steven Skavdahl Senior Sales Executive @ InvestCloud
Senior Sales Executive
2019-01-01

not_available_image

Alessandro Tonchia
Alessandro Tonchia Head of Strategy, Private Banking & Wealth @ InvestCloud
Head of Strategy, Private Banking & Wealth
2021-02-01

colin-close_image

Colin Close
Colin Close President @ InvestCloud
President
2010-07-01

Founder


colin-close_image

Colin Close

john-wise_image

John Wise

julian-bowden_image

Julian Bowden

michael-a-smith_image

Michael A. Smith

vincent-sos_image

Vincent Sos

yaela-shamberg_image

Yaela Shamberg

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_image

Citi Ventures

Citi Ventures investment in Private Equity Round - InvestCloud

accenture_image

Accenture

Accenture investment in Private Equity Round - InvestCloud

clearlake-capital-group_image

Clearlake Capital Group

Clearlake Capital Group investment in Private Equity Round - InvestCloud

motive-partners_image

Motive Partners

Motive Partners investment in Private Equity Round - InvestCloud

fiserv_image

Fiserv

Fiserv investment in Private Equity Round - InvestCloud

jpmorgan-chase-co_image

JP Morgan Chase

JP Morgan Chase investment in Private Equity Round - InvestCloud

ftv-capital_image

FTV Capital

FTV Capital investment in Series B - InvestCloud

kern-whelan-capital_image

Kern Whelan Capital

Kern Whelan Capital investment in Series B - InvestCloud

polar-capital-management-inc_image

Polar Capital Management Inc.

Polar Capital Management Inc. investment in Series A - InvestCloud

kern-whelan-capital_image

Kern Whelan Capital

Kern Whelan Capital investment in Series A - InvestCloud

Newest Events participated

artificial-intelligence-in-capital-markets_event_image Participated in Artificial Intelligence in Capital Markets on 2021-04-14 as speaker

schwab-impact-2019_event_image Participated in Schwab IMPACT 2019 on 2019-11-04 as exhibitor

robo-investing-conference_event_image Participated in Robo Investing Conference on 2019-09-10 as sponsor

cb-insights-future-of-fintech_event_image Participated in CB Insights: Future of FinTech on 2019-06-11 as sponsor

aite-wealth-management-roundtable-networking-event_event_image Participated in Aite Wealth Management Roundtable & Networking Event on 2019-06-04 as sponsor

digital-wealth-conference_event_image Participated in Digital Wealth Conference on 2019-05-14 as sponsor

tiburon-ceo-summit-xxxvi_event_image Participated in Tiburon CEO Summit XXXVI on 2019-04-01 as sponsor

td-linc-ameritrade-2019_event_image Participated in TD Linc Ameritrade 2019 on 2019-02-06 as sponsor

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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