What departments does InvestCloud, Inc. have?

InvestCloud, Inc. has employees across 13 departments including Information Security, Product Management, Finance, Engineering, Marketing.

What is the largest department at InvestCloud, Inc.?

The largest department at InvestCloud, Inc. is Product Management with 8 employees.

Where are InvestCloud, Inc. employees located globally?

InvestCloud, Inc. has employees across 6 continents and 16 countries including Tunisia, Tanzania, India, Singapore, Japan.

How has InvestCloud, Inc.'s team size changed over time?

InvestCloud, Inc.'s team has decreased from approximately 1.2K to 852 employees based on available data.

InvestCloud, Inc. Employee Directory

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.

InvestCloud, Inc. Global Highlights

North America
695

United States Of America
671
Canada
23
Costa Rica
1

Asia
240

India
198
Singapore
40
Japan
2

Europe
157

United Kingdom Of Great Britain And Northern Ireland
111
Italy
23
Switzerland
20
Netherlands
1
Ukraine
1
Poland
1

Oceania
3

Australia
3

Africa
2

Tunisia
1
Tanzania
1

InvestCloud, Inc.'s Leadership

J. Y.
Chief Executive Officer
Mobile Phone
Email
I. P.
Cto - Digital Wealth
Mobile Phone
Email
G. W.
Cto Apl Investcloud
Mobile Phone
Email
J. B.
Cto
Mobile Phone
Email
J. M.
Chief Product Officer - Private Markets
Mobile Phone
Email
M. W.
Chief Information Officer
Mobile Phone
Email
B. H.
Chief Marketing & Communications Officer
Mobile Phone
Email
D. G.
Chief Compliance Officer
Mobile Phone
Email

InvestCloud, Inc. Employee Metrics

100%

50%

0%

2026

2025

Engineering
Analytics
Program & Project Management
Product Management
Operations
Other
Sales
Banking
Finance
Information Technology
Quality Assurance

Contact profiles from InvestCloud, Inc.

Name

Title

Contact Info

Location

Last Update

A. A.
Ciso Trading And Portfolio Management/Tegra118
Mobile Phone
Email
United StatesNew Jersey
Jun 09, 2026
J. M.
Chief Product Officer - Private Markets
Mobile Phone
Email
United StatesNew York
May 07, 2026
C. N.
President, Apl
Mobile Phone
Email
United StatesNew Jersey
Apr 23, 2026
H. B.
President & Cfo, Former Partner Goldman Sachs
Mobile Phone
Email
United StatesNew York
Apr 04, 2026
C. W.
Vice President, Cfo Of Digital Wealth
Mobile Phone
Email
United StatesNew York
Apr 23, 2026
I. P.
Cto - Digital Wealth
Mobile Phone
Email
United StatesNew York
Jun 04, 2026
M. W.
Chief Information Officer
Mobile Phone
Email
United StatesGeorgia
Jun 12, 2026
B. H.
Chief Marketing & Communications Officer
Mobile Phone
Email
Jun 04, 2026
G. W.
Cto Apl Investcloud
Mobile Phone
Email
United Kingdom
Jun 05, 2025
D. G.
Chief Compliance Officer
Mobile Phone
Email
United StatesWisconsin
Apr 22, 2026

Frequently Asked Questions

What is InvestCloud, Inc. known for?

InvestCloud, Inc. was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in 700 North San Vicente Boulevard G605 West Hollywood, California 90069 United States; you can contact the main corporate office by phone at

+1-212-676-****

. Explore InvestCloud, Inc.'s company overview page for more information.

What is InvestCloud, Inc.'s most common email format?

InvestCloud, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more InvestCloud, Inc. email formats with LeadIQ.

How many employees does InvestCloud, Inc. have currently?

InvestCloud, Inc. has approximately 986 employees as of June 2026. These team members are located across 5 continents, including North AmericaAsiaEurope.

Who are InvestCloud, Inc.'s key employees and leadership?

As of June 2026, InvestCloud, Inc.'s key employees include:

Chief Executive Officer: J. Y.
Cto - Digital Wealth: I. P.
Cto Apl Investcloud: G. W.
Cto: J. B.
Chief Product Officer - Private Markets: J. M.

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InvestCloud, Inc. Employee Directory

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