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) 800-0188Website
investcloud.comRevenue
$294.1 MillionIndustry
ZI Rank: 4
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
8
8
7
18
5
4
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 Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
InvestCloud
$294.1M
1K - 5K
Private
$80M
2010
CW
Christopher WaddellVice President, Chief Financial Officer of Digital Wealth
Company Profile Activity
Activity Insights
InvestCloud is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
InvestCloud is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about InvestCloud.
InvestCloud financials insights
Gather financial insights about InvestCloud, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2013
Series A
$8M
2015
Private Equity
$45M
2016
Private Equity
$25M
2020
Debt
$2M
InvestCloud Tech Stack
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Most Recent Scoops
Person-Based
Open Position
New Hire
Executive Move
Timothy (Tim) Buchner has recently joined the organization as Chief Operating Officer, Private Markets Network.
Executive Moves, New Hire
Open Position
InvestCloud News & Media
WealthStack Roundup: 55ip and InvestCloud Expand Strategic Partnership
In other news, BetaNXT partners with Tumelo and Prudential advisors have a new mobile application.Alternative investments now available in unified managed acounts at Wells Fargo
Wells Fargo’s Wealth & Investment Management (WIM) division, in collaboration with InvestCloud, now offers alternative investments as an eligible investment in its Personalized Unified Managed Account (Personalized UMA) program.Wells Fargo adds alternative investments to Unified Managed Account programme
Wells Fargo’s Wealth & Investment Management (WIM) division, in collaboration with InvestCloud, now offers alternative investments as an eligible investment in its Personalized Unified Managed Account (Personalized UMA) program.InvestCloud taps AI to drive advisor productivity
InvestCloud, a global leader in wealth technology, today announced the first of a new generation of AI-enabled solutions to help advisors increase productivity and deliver greater value to clients.
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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... Read More
