InvestCloud
Financial Services
West Hollywood, California, United States
1001-2000 Employees (View 815 on Prospeo)
Company overview
| Headquarters | 700 N. San Vicente Blvd, G605, West Hollywood, CA 90069, US |
| Phone number | +18888000188 |
| Website | |
| NAICS | 52 |
| SIC | 738 |
| Keywords | Family Office, Wealth Management, Asset Management, Hedge Funds, Investment Management, Financial Technology, Institutional Investors, Digital Experiance, Digital Warehouse |
| Employees | 1001-2000 |
| Socials |
InvestCloud Email Formats
InvestCloud uses 3 email formats. The most common is {first name}{last name} (e.g., johndoe@investcloud.com), used 48.7% of the time.
| Format | Example | Percentage |
|---|---|---|
{first name}{last name} | johndoe@investcloud.com | 48.7% |
{first initial}{last name} | jdoe@investcloud.com | 46.7% |
{last name}{last name} | doedoe@investcloud.com | 3.7% |
About InvestCloud
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.
InvestCloud revenue & valuation
| Annual revenue | $285,000,000 |
| Revenue per employee | $281,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $912,000,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1001-2000
Employees by Department
InvestCloud has 661 employees across 18 departments.
Departments
Number of employees
InvestCloud Tech Stack
Discover the technologies and tools that power InvestCloud's digital infrastructure, from frameworks to analytics platforms.
Hosting
JavaScript frameworks
JavaScript libraries
JavaScript libraries
WordPress themes
Page builders
JavaScript libraries
CDN
Documentation
Translation
SEO
United Kingdom
South Africa
Australia
New ZealandFrequently asked questions
Key Contact at InvestCloud
4.8
40,000 users
