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InvestCloud
InvestCloud provides cloud-based wealth management software for financial institutions globally, processing over $1 trillion in client assets.
InvestCloud
John Wise and Keith Black launched InvestCloud in 2010 with a focus on modernizing wealth-management technology through cloud-based applications. The firm is privately held and headquartered in Beverly Hills, California, and its platform serves over 100 financial institutions globally (per the firm). The company offers a suite of modules covering digital client portals, portfolio management, financial planning, data aggregation, and compliance. InvestCloud's platform is designed to be white-labeled and integrated with existing custodians and third-party data providers. Clients include banks, broker-dealers, RIAs, and family offices, with deployments in North America, Europe, Asia, and Australia. The firm has raised over $200 million in equity funding from investors such as FTV Capital and Clearlake Capital (per public records). InvestCloud employs over 1,000 staff according to its official website, with additional offices likely in London, Sydney, and Salt Lake City based on public job postings. The firm has not disclosed its own AUM or revenue. In 2023, it acquired the digital wealth platform of AQ WealthTech, expanding its capabilities in Europe (per industry reports). A structural differentiator is its open architecture: InvestCloud claims to integrate with any custodian or core system, allowing clients to avoid vendor lock-in. The platform's modular design means institutions can adopt only the features they need, a model rare in the legacy-heavy wealth-tech space.
General information
Firm type
Asset Manager
Year founded
2010
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Beverly Hills
Corporate office
Beverly Hills, CA, United States
Principals
John Wise
Co-Founder and CEO
Keith Black
Co-Founder and President
Sector focus
Frequently asked questions
Who founded InvestCloud and when?
John Wise and Keith Black co-founded InvestCloud in 2010. Wise serves as CEO, while Black is President.
What functions does the InvestCloud platform cover?
The platform covers digital client portals, portfolio management, financial planning, data aggregation, and compliance reporting. It is modular, allowing clients to select specific features.
Is InvestCloud a public or private company?
InvestCloud is privately held. It has raised over $200 million from venture capital firms including FTV Capital and Clearlake Capital.
What types of clients use InvestCloud?
Clients include banks, broker-dealers, registered investment advisors (RIAs), and family offices. The firm serves over 100 financial institutions globally.
Where does InvestCloud have offices?
Its headquarters is in Beverly Hills, California. Additionally, based on public job listings, it may have offices in London, Sydney, and Salt Lake City.
How does InvestCloud differentiate from legacy wealth platforms?
Its open architecture allows integration with any custodian or core system, reducing vendor lock-in. The modular design means institutions can adopt only the needed modules.
Has InvestCloud made any acquisitions?
In 2023, InvestCloud acquired the digital wealth platform of AQ WealthTech, expanding its capabilities in Europe.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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