Advicent – now part of InvestCloud Email Format

Software DevelopmentWisconsin, United States11-50 Employees

Advicent operates within InvestCloud, a global software provider that builds cloud-based platforms for creating financial solutions. The platform serves assets totaling more than $4 trillion for more than 500 direct clients, including some of the world’s largest banks. Its offerings focus on on-demand client experiences and streamlined operations through a growing library of modular apps. 

The company is based in Milwaukee, Wisconsin, and sits in the software development space serving wealth and asset management. Its market targets financial institutions seeking integrated digital experiences for clients and advisors without requiring a replacement of their existing infrastructure. In May 2026, InvestCloud announced a collaboration with FIS to deliver digital wealth capabilities that connect advisor tools and client experiences across accounts, illustrating a recent expansion of the platform.

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