Company profile
InvestCloud, Inc.
- Industry
- Financial Services
- Employees
- 966
- Headquarters
- West Hollywood, CA
- LinkedIn followers
- 45,305
- Office locations
- 11
InvestCloud, Inc. company summary
InvestCloud, Inc. is a company in the Financial Services industry, headquartered in West Hollywood, CA. On LinkedIn the company has around 966 employees and 45,305 followers. The company lists 11 office locations. Its listed specialties include Investment Management, Wealth Management, Hedge Funds, Institutional Investors, Family Office.
What technology does InvestCloud, Inc. use?
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About InvestCloud, Inc.
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
Specialties
Where is InvestCloud, Inc. located?
InvestCloud, Inc. lists 11 office locations.
Compare companies similar to InvestCloud, Inc.
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| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
InvestCloud, Inc. investcloud.com | Financial Services | 966 | - | West Hollywood, CA |
 JPMorganChase jpmorganchase.com | Financial Services | 235,149 | - | New York, NY, US |
 Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
 Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
 Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
 Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
 Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
 Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
 BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about InvestCloud, Inc.
What does InvestCloud, Inc. do?
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.
How many employees does InvestCloud, Inc. have?
InvestCloud, Inc. has around 966 employees on LinkedIn.
Where is InvestCloud, Inc. headquartered?
InvestCloud, Inc. is headquartered in West Hollywood, CA.
Where does InvestCloud, Inc. have offices?
InvestCloud, Inc. lists 11 office locations, including West Hollywood, CA, US; Bengaluru, Karnataka, IN; Burlington, Ontario L7N3M6, CA; Geneva, Geneva, CH; London, England W1D 5DU, GB.
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