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.
Company Details
- Employees
- 997
- Address
- 700 N. San Vicente Blvd, G605,united Kingdom
- Phone
- (888)800-0188
- Sa****@****oud.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- investcloud.com
- Keywords
- Investment Management, Wealth Management, Hedge Funds, Institutional Investors, Family Office, Financial Technology, Digital Experiance, Digital Warehouse, Asset Management.
- HQ
- West Hollywood, CA
Investcloud, Inc. Questions
Investcloud, Inc.'s helpline number is (888)800-0188
Investcloud, Inc.'s website is investcloud.com
Investcloud, Inc.'s LinkedIn profile is https://www.linkedin.com/company/investcloud
Investcloud, Inc. has
997 employees.
View email and phone details for 997
employees at Investcloud, Inc..
Investcloud, Inc.'s industry is
Financial Services
Investcloud, Inc.'s top competitors are
Deloitte,
Fnz,
Capco,
Fiserv,
Just Build It (Jbi),
Betanxt,
Communify Fincentric,
Blackrock,
Motive Partners,
Addepar.
Investcloud, Inc.'s support email address is Sales@InvestCloud.com
Investcloud, Inc.'s categories are Financial Services
