InvestCloud, Inc.

📍 West Hollywood, United States👥 993 employees💰 Last funded May 2022
Financial Services🌐 investcloud.com
Website LinkedIn
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
6
Total investors
3
Early stage
1
Mid stage
0
Late stage
—
Founded

Investors

6 investors
All
Early stage
Mid stage
Late stage
Investor geography2 countries
United States
3
United Kingdom
3
Investor activity2010–2022 · investors recorded per year
2010220111201312021120221
Recent (last 2y)Earlier
Frequently asked questions
Who invested in InvestCloud, Inc.?
InvestCloud, Inc. has 6 investors on record on gritt.io, including 3 early-stage backers, 1 mid-stage.
When did InvestCloud, Inc. last raise funding?
The most recent investment in InvestCloud, Inc. recorded on gritt.io was in May 2022.
What industry is InvestCloud, Inc. in?
InvestCloud, Inc. operates in Financial Services. Find similar Financial Services investors on gritt.io.
Where is InvestCloud, Inc. based?
InvestCloud, Inc. is headquartered in West Hollywood, United States.