Business Overview

We are a California-founded company that has grown from an idea in a garage to a platform with over 550 direct clients and over US$6 trillion of assets in just over 10 years.

We recognize the value in fresh perspectives as well as seasoned experience and our staff reflects this. We are a team of entrepreneurs, operators and artists. We maintain a local perspective globally - working from Los Angeles, New York, London, Geneva, Tokyo, Hong Kong, Singapore and Sydney. Our business development team is committed to ensuring our clients and partners feel empowered with InvestCloud.

Our culture at work
At InvestCloud, the core values that connect our people are what guide us.

• Human-inspired for real life - We understand that money is personal, emotional. Which in turn inspires us design solutions with a human touch: simple, intuitive, and deeply mindful that the products we create impact real people and financial lives — today and for generations to come.

• Future-driven. Technology-forward - Innovation has been our driving force from day one — because the modern digital age demands it. The worlds of finance and technology move at lightspeed, and we advance our platforms to one new limit after another — knowing what we do today keeps us — and our clients — at the forefront of what’s next.

• More connected altogether - We believe in the power of connection to unleash exponential possibilities. It’s the common thread that runs through our approach to digital design, client relationships, and community service. When we’re more connected to the world around us — and each other — one amazing thing leads to another.

• Smarter every day. In every way - We make smart simple. It’s a code we crack by first rolling up our sleeves to “work the problem”— then applying strategic, creative, and design intelligence to map out more efficient paths to more effective outcomes in less time. Because smarter just works better.

• The best – and nothing less - We aspire to be the best in all we do — from the tools we create, to the clients we serve, to the networks we support. Our fierce commitment to excellence means we bring our A-game every day, come through when we’re needed, and rise to every occasion. Second-best is not an option.

Customers

Today the InvestCloud platform supports over US$6 trillion+ of assets across 550 direct clients – from wealth managers, institutional investors and institutional asset managers to family offices, asset services companies, financial platforms and banks.