Entity
  • InvestCloud, Inc.

    Created in 2010
  • BETA

    Up & running (A)
    Existing signals show a regular activity
  • Social networks

    203 2,036 2,491 39,200
  • Activities

  • Entity types

  • Location

    700 N San Vicente Blvd g605, West Hollywood, CA 90069, USA

    West Hollywood

    United States of America

  • Employees

    Scale: 1001-5000

    Estimated: 975

  • Engaged corporates

    31
    5 30
  • Added in Motherbase

    4 years, 5 months ago
Description
  • Value proposition

    Connected experiences that shape the future of wealth.

    InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.

    Investment Management, Wealth Management, Hedge Funds, Institutional Investors, Family Office, Financial Technology, Digital Experiance, Digital Warehouse, and Asset Management

  • Home - InvestCloud

    InvestCloud is powering the digital transformation of the financial services industry. Expand your business with digital wealth services and APL network access through InvestCloud.

  • https://investcloud.com/
Corporate interactions BETA
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