InvestCloud, Inc. logo — Connected experiences that shape the future of wealth.

InvestCloud, Inc.

Connected experiences that shape the future of wealth.

Founded 2010 United States West Hollywood, United States 971 employees Private Equity Total: $54.06M Cloud Infrastructure, Financial Services +1

General Information

Company Name InvestCloud, Inc.
Founded Year 2010
Location United States West Hollywood, United States
Founders / Decision Makers
Team member
Employees 971
Industries Cloud Infrastructure, Financial Services, Fintech
Funding Stage Private Equity
Social

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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
Private Equity Round Undisclosed 5
Citi Ventures, Fiserv +3
02 Feb 2021
Private Equity Round Undisclosed 1
JP Morgan Chase
21 Sep 2016
Series B $45.00M 2
FTV Capital, Kern Whelan Capital
08 Oct 2015
Series A $8.58M 2
Kern Whelan Capital, Polar Capital Management Inc.
15 Oct 2013
Seed Round $480.00K -
29 Aug 2010

InvestCloud, Inc. Alternatives & Competitors

View All Alternatives
InvestCloud, Inc. vs
NGEN Research
NGEN Research United Kingdom

Institutional Class Analytics for Mutual Funds, Stocks and portfolios

14 employees
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InvestCloud, Inc. vs
QPLIX
QPLIX Germany

You master Wealth Management. QPLIX masters the software.

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InvestCloud, Inc. vs
OTCFin
OTCFin United States

Risk & Regulatory Data & Reporting Experts

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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 West Hollywood, 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 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 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 30 December 2024. When citing, please name BounceWatch and link this page.

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