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
Email Addresses:
[email protected]
Total Funding:
54.06 M USD
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Analytics LetsEncrypt Apple Mobile Web Clips Icon Google Tag Manager Content Delivery Network Font Awesome Domain Not Resolving Apache
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Current Advisors List
Current Employees Featured
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
More informations about "InvestCloud"
Home - InvestCloud
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May 25, 2023 Doug Fritz, the co-founder and CEO of F2 Strategy, which works with several large wealth management firms that use InvestCloud’s services and technology, said Wise …See details»
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InvestCloud is powering the digital transformation of the financial services industry. Expand your business with digital wealth services and APL network access through InvestCloud.See details»
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InvestCloud launches InvestCloud X - PR Newswire
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InvestCloud
Log in to InvestCloud to access your financial planning tools and services.See details»
InvestCloud Sets Its Sights On Enabling a Smarter Future for …
Oct 1, 2024 “The new InvestCloud brand mark and bold color, along with other elements of the identity, are emblematic of both our new strategic direction, and our renewed commitment to …See details»
Insights - InvestCloud
Sep 18, 2024 In our first installment “The Future of Fee Billing” series, we highlighted the transformative impact of automation on billing processes, particularly through InvestCloud’s …See details»