InvestCloud, Inc.

Connected experiences that shape the future of wealth.

Founded 2010

New York, United States 942 employees Acquired Total: $54.08M Cloud Infrastructure, Financial Services +1

General Information

Company Name InvestCloud, Inc.

Founded Year 2010

Location

New York, United States

Founders / Decision Makers

Employees 942

Industries Cloud Infrastructure, Financial Services, Fintech

Funding Stage Acquired

Hiring 29 roles posted in the month to 31 Oct 2026

Offices as of Oct 2026

New York, United States London, United Kingdom Bengaluru, India Singapore, Singapore Warren, United States

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Recorded by Bounce Watch from public sources. Every entry below carries the date we observed it, and when we have not looked recently the page says so rather than leaving silence to imply nothing happened.

Homepage Update

Significant changes detected on company website (97.7% content change).

Event Participation Oct 30, 2026

InvestCloud, Inc. participated in the Schwab IMPACT conference in Boston to discuss wealth management technology.

Award Received Oct 30, 2026

InvestCloud was recognized as one of FinTech Magazine’s Top 10 Wealthtech Platforms.

Actively Hiring Oct 29, 2026

Hiring for 29 positions in the last 30 days.

Growth Metrics Oct 27, 2026

InvestCloud's APL platform reached $4.2 trillion in assets, up 20% year-over-year, with 11 million accounts.

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AI Insight

Bounce Watch AI

1 day ago

InvestCloud demonstrates robust operational momentum, with its APL platform achieving a 20% year-over-year growth to $4.2 trillion in assets and 11 million accounts. This strong traction, coupled with significant hiring efforts for 29 positions and a major website update, signals continued platform enhancement and market expansion post-acquisition. The recent recognition as a Top 10 Wealthtech Platform further solidifies its leading position in the wealth management technology sector.

Signal Types

Traction Hiring Product Update Recognition

Strategic Labels

Market Leadership Platform Scaling Talent Acquisition

Next Move: Expansion

Impact: 9/10

Ideal For: Growth Equity Investors — Post-Acquisition

About InvestCloud, Inc.

InvestCloud, Inc. is a leading force in the digital transformation of the financial services industry. Founded in 2010, the company's slogan “Powering the Digital Transformation of the Financial Services Industry” reflects its commitment to revolutionizing the sector. InvestCloud offers a unique, no-code software platform for digital and commerce enablement within the financial industry, catering to the world’s largest banks, wealth managers, and asset managers.

The company's cloud-native, multi-tenanted platform is reshaping the digital landscape, enabling financial institutions to overcome decades of technology debt and meet the evolving needs of clients. InvestCloud's last Private Equity Round investment on 02 February 2021 attracted investment from notable entities including Citi Ventures, Accenture Innovation Hub, Clearlake Capital, Fiserv, and Motive Partners.

With a strong focus on Financial Services and Fintech, and headquartered in the United States, InvestCloud continues to be at the forefront of driving industry-wide digital innovation. For more information, visit www.investcloud.com.

Business keywords: Digital Transformation, Financial Industry, Cloud-native Platform, Wealth Management, Client Communication, Digital Investment Platforms, No-code Software, Digital Experience, Financial Technology, Digital Enablement, Investment Management, Hedge Funds, Institutional Investors

Funding Rounds & Investors (5)

View All

Funding Stage	Amount	Investors	Lead Investors	Date
Acquisition	Undisclosed	2	Clearlake Capital, Motive Partners	01 Feb 2021
Growth Equity VC	Undisclosed	1	JPMorgan	01 Sep 2016
Series B	$45.00M	2	FTV Capital, Kern Whelan Capital	01 Oct 2015
Series A	$8.60M	2	Altos Ventures, Kern Whelan Capital	01 Oct 2013
Seed	$480.00K	-		01 Aug 2010

InvestCloud, Inc. Alternatives & Competitors

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InvestCloud, Inc. vs

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InvestCloud, Inc. vs

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InvestCloud, Inc. vs

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FAQ About InvestCloud, Inc.

Connected experiences that shape the future of wealth.

InvestCloud, Inc. was founded in 2010.

InvestCloud, Inc. is headquartered in New York, United States. As of Oct 2026, it also has offices in London, United Kingdom, Bengaluru, India, Singapore, Singapore and Warren, United States.

InvestCloud, Inc. operates in Cloud Infrastructure, Financial Services and Fintech. Its work centres on Digital Transformation, Financial Industry, Cloud-native Platform and Wealth Management.

InvestCloud, Inc. has approximately 942 employees.

InvestCloud, Inc. has completed 5 funding rounds, raising a total of $54.08M. The latest funding stage is Acquired.

Top alternatives and competitors to InvestCloud, Inc. include NGEN Research, QPLIX, OTCFin, New Hyde Park Alternative Funds, LLC, Crystal Capital Partners, LLC. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.

InvestCloud, Inc. and NGEN Research are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for InvestCloud, Inc., https://bouncewatch.com/company/investcloud-inc, updated 31 October 2026. When citing, please name BounceWatch and link this page.

InvestCloud, Inc.

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Funding Rounds & Investors (5)

InvestCloud, Inc. Alternatives & Competitors

FAQ About InvestCloud, Inc.