InvestCloud

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http://investcloud.com/

Last activity: 09.10.2026

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Categories: CloudDevelopmentFinTechIndustryManagementPlatformProductProviderServiceTechnology

Now part of InvestCloud Inc., the world’s leading SaaS-based global wealth solutions provider. Follow

@InvestCloud to stay up to date.

Followers

2.77K

Website visits

64.4K /mo.

Mentions

Overview

Location

United States, California, West Hollywood

Employees

501-1000

Total raised

$45M

Valuation

$1B

Founded date

2010

Investors 3

Date	Name	Website
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Jun 10, 2024	Clearlake Capital Group	clearlake.com
	FTV Capital	ftvcapital.com

Funding Rounds 1

Date	Series	Amount	Investors
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Mentions in press and media 25

Date	Title	Description
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Sep 6, 2024	WealthManagement.com Announces 2024 Industry Awards Winners	Judges recognize 84 companies for their outstanding support of financial advisor success from among 287 finalists NEW YORK, Sept. 6, 2024 /PRNewswire/ -- WealthManagement.com, the leading resource for wealth advisors and planners, announced...
May 1, 2023	BUNKER Selects InvestCloud To Launch New Digital App, Opening Access To US Investment Markets For Affluent And HNWIs In Latin America	The new app, for which Apex Fintech Solutions was also integral, enables a mobile-first investment experience for Latin American affluent and high-net-worth individuals InvestCloud, the global leader in digital transformation for the financ...
Mar 1, 2023	AssetCo and Westwood Partner with InvestCloud on Innovative Asset Management Distribution Solution	AssetCo and Westwood Holdings Group become premier partners of the InvestCloud Financial Supermarket (FSM). The partnership brings international and boutique investment products to new markets, leveraging significant distribution opportunit...
Feb 8, 2023	InvestCloud Partners With 55ip to Integrate Tax-Smart Technology on the InvestCloud Financial Supermarket	55ip’s integration onto the InvestCloud Financial Supermarket furthers InvestCloud’s mission to transform the industry, through scalable technology aimed to deliver better financial outcomes InvestCloud, the global leader in digital transfo...
Dec 15, 2022	InvestCloud Signals Additional Emphasis On Digital Planning With Appointment Of New Product Leadership	New lead role for Digital Planning marks InvestCloud’s continued investment to support financial planning from self-directed to high-net-worth clients. In a move that underscores their prioritization of Digital Planning, InvestCloud, the gl...
Nov 30, 2022	Huntington National Bank Launches InvestCloud’s New Find My Advisor Experience	InvestCloud, the global leader in financial digital transformation, announced that Huntington National Bank has launched Advisor Connect, a branded, digital experience built on InvestCloud’s Find My Advisor technology. Huntington is a subsi...
Nov 2, 2021	InvestCloud launches InvestCloud X	InvestCloud, the global leader in financial digital transformation, unveiled InvestCloud X – its most significant product innovation yet. InvestCloud X is three revolutionary products packaged into one: a Digital Communication platform tran...
Nov 1, 2021	InvestCloud launches InvestCloud X	Next-generation product suite revolutionizes wealth management communication, planning and financial product distribution LOS ANGELES, Nov. 1, 2021 /PRNewswire/ -- InvestCloud, the global leader in financial digital transformation, today un...
Jul 23, 2021	Global Fintech InvestCloud Chosen by BNP Paribas Wealth Management to Offer CRM, Client Lifecycle Management	InvestCloud, a global Fintech company that designs and creates financial software for established banks, wealth managers and asset managers, has been chosen by BNP Paribas Wealth Management to offer Client Relationship Management (CRM) and ...
May 11, 2021	InvestCloud Signs Pioneering Wealth Management Deal with MUFG, Japan's Largest Bank	SINGAPORE, HONG KONG and TOKYO, May 11, 2021 /PRNewswire/ -- InvestCloud, an award winning global FinTech firm serving some of the largest banks, wealth managers and asset managers in the world, today announced the deployment of its Wealth ...
May 6, 2021	InvestCloud acquires Advicent and the NaviPlan platform	Strategic acquisition cements InvestCloud as the leader in financial planning technology, offering a unified digital experience across all wealth segments LOS ANGELES, May 6, 2021 /PRNewswire/ -- InvestCloud, the global leader in cloud-base...
Feb 2, 2021	Los Angeles based Fintech InvestCloud Completes Recapitalization, Wealth Platform Now Valued at $1B	California-headquartered Fintech firm InvestCloud has reportedly completed a recapitalization that now values the platform at around $1 billion. According to a release, new financial investors are led by Motive Partners with Clearlake Capit...
Jun 18, 2018	InvestCloud Acquires rplan, for $20M	Los Angeles, CA-based fintech company InvestCloud acquired rplan Limited, a London-based provider of client engagement technology to support bespoke investment propositions for web and mobile, for $20m. The acquisition will see rplan’s capa...
Nov 22, 2017	InvestCloud Names UK Startup Freetrade As First Firm to Enter Innovation Center	Global fintech firm InvestCloud announced on Wednesday it has named Freetrade as the first firm to enter its UK Innovation Center. The UK startup is using the space to bring its app-only stockbroker to market. According to Investcloud, Free...
Nov 15, 2017	InvestCloud Debuts Solutions to Democratize Digital & Deliver Mass Automation	Global fintech firm InvestCloud announced on Wednesday it has released two new lines of financial apps to run on its digital platform, InvestCloud Gray and InvestCloud Neon. According to the company, InvestCloud Gray digitizes client intera...
Aug 31, 2017	Stage Venture Partners Moves Into InvestCloud Innovation Center	Los Angeles-based fintech startup InvestCloud and seed-stage venture capital fund Stage Venture Partners have announced a new collaboration, where Stage will move into InvestCloud's "Innovation Center" in Los Angeles. According to...
Aug 30, 2017	Stage Venture Partners Takes Up Residence at InvestCloud’s Innovation Center in Los Angeles	Global fintech firm InvestCloud has announced Stage Venture Partners (Stage) as the latest firm to take up residence at the InvestCloud Innovation Center in Los Angeles. Stage, which was founded in 2015 by Rob Vickery and Alex Rubalcava, is...
Jun 28, 2017	InvestCloud to Launch FinTech Incubator in London	Los Angeles-based fintech company InvestCloud, Inc., is set to launch a financial technology incubator and accelerator at its European headquarters in Soho, London. InvestCloud Innovation Center London will offer both new startups and estab...
Jan 10, 2017	InvestCloud Acquires Babel Systems, for $20M	InvestCloud Inc., a Los Angeles, California-based provider of a digital platform that gives wealth managers access to Client Portals, Mobility and Advisor Portals, acquired Babel Systems Limited, a London, UK-based provider of a trade and a...
Jan 10, 2017	UK-based fintech startup Babel Systems has been acquired by InvestCloud for $20 million	London-based Babel Systems, a processing platform for equities and bonds, has been acquired by Californian financial software provider InvestCloud for $20 million. InvestCloud, based in Los Angeles and founded in 2010, builds software for f...
Oct 13, 2015	InvestCloud Raises $45M in Growth Equity Funding	InvestCloud, Inc., a Los Angeles, California-based provider of cloud-based front and middle-office solutions focused on digitizing customer experiences and internal operations for global investment advisors, raised $45m in growth equity fun...
Oct 13, 2015	InvestCloud Gets $45M For Software For Investment Advisors	Los Angeles-based InvestCloud, a developer of cloud-based software to help investment advisors manage their customer experience and customer service, has raised $45M in a funding round, the company said Tuesday. The funding was led by FTV C...
Oct 13, 2015	InvestCloud Secures $45 Million Growth Equity Investment	Funding Led by FTV Capital Will Enhance Client Success While Expanding Global Footprint Los Angeles – October 13, 2015 – InvestCloud, Inc, a provider of cloud-based front and middle-office solutions focused on digitizing customer experienc...
	This New York Startup Raised $45M for Changing Companies	291SHARES FacebookTwitter Linkedin Every company wants solutions that are intuitive and innovative for their finances. Your hedge fund and financial managers are not cutting it, and you need to outsource the job. What you need, is InvestClo...

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FAQ about InvestCloud

When was InvestCloud founded?

InvestCloud was founded in 2010.

How much funding has InvestCloud raised?

InvestCloud has raised $45M in total across 1 funding round.

Who has invested in InvestCloud?

Parsers VC lists 3 investors of InvestCloud, among them Clearlake Capital Group and FTV Capital.

What has the press written about InvestCloud?

Parsers VC has collected 25 articles mentioning InvestCloud, among them “WealthManagement.com Announces 2024 Industry Awards Winners” (Sep 6, 2024) and “BUNKER Selects InvestCloud To Launch New Digital App, Opening Access To US Investment Markets For Affluent And HNWIs In Latin America” (May 1, 2023).

Is InvestCloud still active?

Yes, InvestCloud is active; its latest activity on Parsers VC dates from Oct 9, 2026.