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InvestCloud
InvestCloud is a US-based company founded in 2010 in West Hollywood. It offers a modular, cloud-based platform with pre-integrated digital solutions.
Overview
InvestCloud is a US-based company founded in 2010 in West Hollywood. It offers a modular, cloud-based platform with pre-integrated digital solutions. The company has secured $54.08 million in total funding.
General information
Firm type
Asset Manager
Year founded
2010
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.
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.
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