InvestCloud
HQ Address
Pacific Design Center, 700 N, San Vicente Blvd, Suite G605, West Hollywood, CA 90069, United States
Website Address
Relevant Regions
Business introduction
Powering the Digital Transformation of the Financial Services Industry
Across the wealth continuum, anyone can have access to a first class digital platform with InvestCloud
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.
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.
Customers
Today the InvestCloud platform supports over US$6+ trillion of assets across 550 direct clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks.
Key Data
Year founded
2010employees
1001-5000offices
20Type of Clients
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
InvestCloud Solutions
APL Network
Assets on Platform - US$2 trillion+ Top Broker Dealers - 7/10 US SMAs Managed via the Platform - 85%+ Years Leading the Marketplace - 30+ Portfolio Management Home Office Trading Rep as Advisor Rebalancing Billing Rep as PM ...
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Digital Wealth
Daily Log Ins - 491,000 Daily API Calls - 1.8 million Advisors Using Financial Planning - 140,000 Industry-Leading Clients - 550+ Global Advisor Experience Client Experience Client-led Planning Prospect Experience Goals-based Investing North America Advisor-led Planning Onboarding Client Trading EMEA and APAC Client Experience Advisor Experience Onboarding Client Lifecycle Management Portfolio Manager Digital Content Digital Proposal Automated KYC PaaS ...
