InvestCloud, Inc.

West Hollywood, California, USA · ≈1.3K employees · investcloud.com

InvestCloud, Inc. is a prominent financial technology company based in West Hollywood, California, specializing in cloud-based, no-code software platforms for the financial industry. Founded in 2010, the company has achieved a valuation of approximately $1 billion and operates primarily in the B2B SaaS space, focusing on Investment Technology and Digital Wealth Management. InvestCloud's platform helps banks, wealth managers, asset managers, and family offices modernize their operations and enhance client experiences. The company offers a comprehensive suite of services, including client onboarding, investment advice, reporting, compliance, and sales automation. Its product ecosystem features color-coded modules tailored to specific business functions, such as communication tools, portfolio analytics, and market intelligence. InvestCloud has also recently introduced AI-enabled solutions to improve financial adviser productivity. With a global presence in over 20 countries, InvestCloud serves a diverse range of clients, including wealth managers, private banks, and insurance companies, helping them navigate the complexities of the financial landscape.