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
www.investcloud.comRevenue
$294.1 MillionIndustry
About InvestCloud
InvestCloud is an AI-driven digital wealth platform that connects advisors, institutions, and investors throughout the investment lifecycle. The company offers a range of services including managed account solutions, advisor and client engagement tools, and a wealth data platform. Its primary clients include financial institutions, registered investment advisors (RIAs), asset managers, and turnkey asset management platforms (TAMPs). InvestCloud aims to enhance the wealth management experience by leveraging technology to foster stronger client relationships and improve operational efficiency.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
PN
Panos NikolarakosVice President, Chief Financial Officer of APL
$322.2M
501-1,000
Private
$5M
1997
CD
Chuck DimiceliChief Financial Officer & Executive VP, Capital Markets
InvestCloud Tech Stack
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InvestCloud is an AI-driven digital wealth platform that connects advisors, institutions, and investors throughout the investment lifecycle. The company offers a range of services including managed account solutions, advisor and client engagement tools, and a wealth data platform. Its primary clients include financial institutions, registered inves... Read More
