InvestCloud, Inc. Email Format

Financial ServicesCalifornia, United States501-1000 Employees

InvestCloud, Inc. is a financial services company focused on wealth technology, headquartered in West Hollywood, California, and employing between 501 and 1,000 people. The company provides digital wealth management and financial planning solutions designed to enable personalized advisory programs at scale, including unified managed accounts and separately managed accounts. It serves a global client base including wealth and asset managers, wirehouses, banks, RIAs, and insurers, with client assets representing more than 40 percent of the $132 trillion total assets globally. InvestCloud offers a connected platform that integrates advisor tools, client experiences, and a data warehouse to support the wealth continuum, and in 2026 began integrating with FIS to deliver digital wealth solutions across advisory and client experiences. The company has been recognized for innovation, including a CNBC World's Top Fintech Company designation in 2024, and it launched a Client Lifecycle Management platform in 2024 in partnership with Rathbones.

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