InvestCloud

Financial Software · California, United States · 1K - 5K Employees

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Overview

Headquarters

700 N San Vicente Blvd Ste G605, West Ho...

Phone Number

(888) 800-0188

Website

www.investcloud.com

Revenue

$294.1 Million

Industry

Financial Software Software

About InvestCloud

InvestCloud is transforming the Financial Industry's approach to digital. A single, no-code software platform for both Digital and Commerce enablement within the Financial Industry - covering all aspects of communication, planning, shopping and selling financial products. Cloud-native and multi-tenanted, we are changing how the worlds largest banks, wealth managers and asset managers work empowering them to leverage and leapfrog decades of technology debt and meet the elevated needs of todays, and tomorrows, end clients.Explore more
InvestCloud's Social MediaSIC Code 73,737NAICS Code 51,513Show more

InvestCloud Org Chart

PhoneEmail
PN
United States flag for contact location.
Panos Nikolarakos

Vice President, Chief Financial Officer of AP...

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TB
United States flag for contact location.
Timothy (Tim) Buchn...

Chief Operating Officer, Private Markets Netw...

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CW
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Cheryl Walecka

Interim Chief Technology Officer

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Joshua Mayer, Chief Operating Officer, Apl at InvestCloud
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Joshua Mayer

Chief Operating Officer, Apl

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Leigh Asher, Chief Marketing Officer at InvestCloud
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Leigh Asher

Chief Marketing Officer

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CW
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Christopher Waddell

Vice President, Chief Financial Officer of Di...

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Ian Peckett, Chief Technology Officer, Digital Wealth at InvestCloud
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Ian Peckett

Chief Technology Officer, Digital Wealth

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Kapin Vora, President, Digital Wealth (North America) at InvestCloud
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Kapin Vora

President, Digital Wealth (North America)

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Joey Hawig

Corporate Controller

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Compare Similar Companies to InvestCloud

Compare insights from companies similar to InvestCloud, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

InvestCloud

$294.1M
1K - 5K
Private
$80M
2010
PN
Panos NikolarakosVice President, Chief Financial Officer of APL
The Money Source
$322.2M
501-1,000
Private
$5M
1997
CD
Chuck DimiceliChief Financial Officer & Executive VP, Capital Markets
Addepar
$252.1M
1K - 5K
Private
$602.8M
2009
ET
Elizabeth TurnerChief Marketing Officer
eMoney Advisor
$126M
501-1,000
Private
-
2000
Rachel Eccles, Chief Marketing Officer at eMoney Advisor
Rachel EcclesChief Marketing Officer
Backstop
$52.5M
51-200
Private
$22M
2003
RS
Robert SimonVice President, Solutions Consulting
WorkSpan
$33.6M
51-200
Private
$66M
2015
AP
Alex PilsonVice President, Solution Business Consulting
LeagueApps
$20M
51-200
Private
$35.5M
2011
NN
Nicholas NasoChief Revenue Officer
Illustration of an envelope

InvestCloud Tech Stack

A closer look at the technologies used by InvestCloud

Angular 2

By

Google
DocuSign

By

DocuSign
WooCommerce

By

Automattic
WordPress.org

By

Automattic
See more technologies

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Frequently Asked Questions Regarding InvestCloud

What is InvestCloud's official website?
InvestCloud's official website is www.investcloud.com What is InvestCloud's Revenue?
InvestCloud's revenue is $294.1 Million What is InvestCloud's SIC code?
InvestCloud's SIC: 73,737 What is InvestCloud's NAICS code?
InvestCloud's NAICS: 51,513 How many employees does InvestCloud have?
InvestCloud has 1K - 5K employees What industry does InvestCloud belong to?
InvestCloud is in the industry of: Financial Software, Software What is InvestCloud competition?
InvestCloud top competitors include: Addepar, The Money Source, eMoney Advisor, WorkSpan What companies has InvestCloud acquired?
InvestCloud has acquired the companies: LightPort, Harley Advisors, Babel Systems Limited, Smartfolios What technology does InvestCloud use?
Some of the popular technologies that InvestCloud uses are: Angular 2, DocuSign, WooCommerce, WordPress.org Who is the CFO of InvestCloud?
InvestCloud's CFO is Panos Nikolarakos Who is the CTO of InvestCloud?
InvestCloud's CTO is Cheryl Walecka How do I contact InvestCloud?
InvestCloud contact info: Phone number: (888) 800-0188 Website: www.investcloud.com What does InvestCloud do?

InvestCloud is transforming the Financial Industry's approach to digital. A single, no-code software platform for both Digital and Commerce enablement within the Financial Industry - covering all aspects of communication, planning, shopping and selling financial products. Cloud-native and multi-tenanted, we are changing how the worlds largest banks... , wealth managers and asset managers work empowering them to leverage and leapfrog decades of technology debt and meet the elevated needs of todays, and tomorrows, end clients.Read More

 What are InvestCloud social media links?
InvestCloud Linkedin page InvestCloud Twitter page InvestCloud Facebook page Who invested in InvestCloud?
InvestCloud has 8 investors including Kern Whelan Capital, LLC, FTV Capital, The Conifer Group and Polaris Capital Management. Is InvestCloud a public company?
InvestCloud is private company therefore does not currently have an official ticker symbol
See more information about InvestCloud

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