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.

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INVESTCLOUD

Social Links:

Facebook

Twitter

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