InvestCloud, Inc. (Cloud Infrastructure, Financial Services) — Funding, Investors & Signals 2026

InvestCloud, Inc.

Connected experiences that shape the future of wealth.

Founded 2010

West Hollywood, United States 971 employees Private Equity Total: $54.06M Cloud Infrastructure, Financial Services +1

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.

Funding Stage	Amount	Investors	Lead Investors	Date
Private Equity Round	Unknown	5	Accenture, Clearlake Capital Group	02 Feb 2021
Private Equity Round	Unknown	1	JP Morgan Chase	21 Sep 2016
Series B	$45.00M	2		08 Oct 2015
Series A	$8.58M	2		15 Oct 2013
Seed Round	$480.00K	-		29 Aug 2010

Funding Stage

Amount

Investors

Lead Investors

Date

Private Equity Round

Unknown

Accenture, Clearlake Capital Group

02 Feb 2021

Private Equity Round

Unknown

JP Morgan Chase

21 Sep 2016

Series B

$45.00M

08 Oct 2015

Series A

$8.58M

15 Oct 2013

Seed Round

$480.00K

29 Aug 2010

FAQ About InvestCloud, Inc.

Connected experiences that shape the future of wealth.

InvestCloud, Inc. was founded in 2010.

InvestCloud, Inc. is headquartered in West Hollywood, United States.

InvestCloud, Inc. operates in the following industries: Cloud Infrastructure, Financial Services, Fintech.

InvestCloud, Inc. has approximately 971 employees.

InvestCloud, Inc. has completed 5 funding rounds, raising a total of $54.06M. The latest funding stage is Private Equity.

Top alternatives and competitors to InvestCloud, Inc. include Swanest - Exit to Delen Private Bank, AdvisorEngine, Khelp Financial, The Institute for Wealth Management, AMG National Trust. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.

InvestCloud, Inc. and Swanest - Exit to Delen Private Bank 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.

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