InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions, pre-integrated into the Cloud. The company offers on-demand client experiences and intuitive operations solutions using an ever-expanding library of modular apps, resulting in powerful products. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies. As part of Motive Partners’ acquisition of InvestCloud, Motive Partners contributed existing portfolio companies Tegra118 and Finantix to the InvestCloud platform, to create a leading, global, scaled and end-to-end Wealth Technology solution to the financial services industry.
Location: United States, California, West Hollywood
Employees: 501-1000
Total raised: $45M
Valuation: $1B
Founded date: 2010
Investors 3
Funding Rounds 1
| Date | Series | Amount | Investors |
| 13.10.2015 | - | $45M | - |
Mentions in press and media 23
| Date | Title | Description | Source |
| 01.05.2023 | BUNKER Selects InvestCloud To Launch New Digital App, Openin... | The new app, for which Apex Fintech Solutions was also integral, enables a mobile-first investment e... | aithority.... |
| 01.03.2023 | AssetCo and Westwood Partner with InvestCloud on Innovative ... | AssetCo and Westwood Holdings Group become premier partners of the InvestCloud Financial Supermarket... | aithority.... |
| 08.02.2023 | InvestCloud Partners With 55ip to Integrate Tax-Smart Techno... | 55ip’s integration onto the InvestCloud Financial Supermarket furthers InvestCloud’s mission to tran... | aithority.... |
| 15.12.2022 | InvestCloud Signals Additional Emphasis On Digital Planning ... | New lead role for Digital Planning marks InvestCloud’s continued investment to support financial pla... | aithority.... |
| 30.11.2022 | Huntington National Bank Launches InvestCloud’s New Find My ... | InvestCloud, the global leader in financial digital transformation, announced that Huntington Nation... | aithority.... |
| 02.11.2021 | InvestCloud launches InvestCloud X | InvestCloud, the global leader in financial digital transformation, unveiled InvestCloud X – its mos... | aithority.... |
| 01.11.2021 | InvestCloud launches InvestCloud X | Next-generation product suite revolutionizes wealth management communication, planning and financial... | en.prnasia... |
| 23.07.2021 | Global Fintech InvestCloud Chosen by BNP Paribas Wealth Mana... | InvestCloud, a global Fintech company that designs and creates financial software for established ba... | crowdfundi... |
| 11.05.2021 | InvestCloud Signs Pioneering Wealth Management Deal with MUF... | SINGAPORE, HONG KONG and TOKYO, May 11, 2021 /PRNewswire/ -- InvestCloud, an award winning global Fi... | en.prnasia... |
| 06.05.2021 | InvestCloud acquires Advicent and the NaviPlan platform | Strategic acquisition cements InvestCloud as the leader in financial planning technology, offering a... | en.prnasia... |
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