InvestCloud

HQ Address

Pacific Design Center, 700 N, San Vicente Blvd, Suite G605, West Hollywood, CA, 90069, United States

Website Address

www.investcloud.com

Connect with InvestCloud
Business introduction

Welcome to digital transformation

Award-winning solutions for your financial technology needs. Explore our library of 300+ apps for digital and commerce enablement

InvestCloud is transforming the financial industry's approach to digital. We are a singular, no-code software platform for digital and commerce enablement within the financial industry. With our cloud-native, multi-tenanted platform, we are changing the approach to digital for the world’s largest banks, wealth managers and asset managers – empowering them to leverage and leapfrog decades of technology debt and meet the elevated needs of today’s, and tomorrow’s, end clients. 

InvestCloud addresses a specific and significant need – to modernize and digitize the financial industry. Our 300+ apps digitize every aspect of the advisor-client relationship...and beyond – covering all aspects of communication, planning, shopping (both buying and selling of financial products) as well as accounting and risk and more… Our apps are built to function independently, and are optimized when working holistically. From our deep industry experience, we understand the massive benefits of addressing the entire system and have done so on a single platform.  

InvestCloud Overview

Client Engagement & Management, Digital Platforms & Tools, Investment Platforms & Tools

03/06/2021

Welcome to InvestCloud, Inc. | CEO John Wise & CPO Yaela Shamberg | 2021...

WealthTech 2022: The wealth management sector's journey to digital transformation: where are we today?

30/06/2022

InvestCloud: What are the biggest challenges facing wealth managers as we head into 2022?

Business Strategy & Advisory, Technology Strategy & Consulting

29/03/2022

InvestCloud: What technologies are banks deploying to meet evolving client needs?

Business Strategy & Advisory, Client Engagement & Management, Technology Strategy & Consulting

22/03/2022

InvestCloud: Where should wealth managers be investing in technology?

Business Strategy & Advisory, Technology Strategy & Consulting

08/03/2022

InvestCloud's presence in Switzerland

01/03/2022

What would you rate are the top three areas banks are asking InvestCloud for help addressing?

22/02/2022

What is InvestCloud's focus for the Swiss market heading into 2022?

15/02/2022

InvestCloud: What technologies are banks deploying to meet evolving client needs?

Client Engagement & Management, Digital Platforms & Tools

10/02/2022

What are the main areas where wealth managers are looking to InvestCloud for help?

08/02/2022

InvestCloud: What are the biggest challenges facing wealth managers as we head into 2022?

Client Engagement & Management, Digital Platforms & Tools

08/02/2022

InvestCloud: Where should wealth managers be investing in technology?

Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting

03/02/2022

How is InvestCloud positioned to address the needs of the Swiss wealth management industry?

Technology Strategy & Consulting

01/02/2022

What would you rate are the top three areas banks are asking InvestCloud for help addressing?

Client Engagement & Management, Digital Platforms & Tools, Digital (Robo) Investing

01/02/2022

InvestCloud's presence in Switzerland

27/01/2022

What is InvestCloud's focus for the Swiss market heading into 2022?

Data Management & Analysis, Digital Platforms & Tools, Digital (Robo) Investing

25/01/2022

What are the main areas where wealth managers are looking to InvestCloud for help?

Business Strategy & Advisory, Client Engagement & Management, Client Marketing & Prospecting

20/01/2022

How is InvestCloud positioned to address the needs of the Swiss wealth management industry?

Client Marketing & Prospecting, Digital Platforms & Tools, Financial Markets Research & Analysis

18/01/2022

InvestCloud: New technologies and tools to support the wealth management adviser

Digital Platforms & Tools, Technology Strategy & Consulting

13/12/2021

InvestCloud: How technology can support each individual investor’s ESG needs

Client Engagement & Management, Technology Strategy & Consulting

06/12/2021

Cloud Kings in Financial Services: InvestCloud (Short version)

Digital Platforms & Tools, Financial & Retirement Planning, Trading & Back Office

03/12/2021

Cloud Kings in Financial Services: InvestCloud (Long version)

Digital Platforms & Tools, Market & Business Infrastructure, Trading & Back Office

03/12/2021

InvestCloud: New technology tools to acquire clients

Client Engagement & Management, Client Marketing & Prospecting, Technology Strategy & Consulting

29/11/2021

InvestCloud: The best ways to use technology to engage clients

Client Engagement & Management, Digital Platforms & Tools, Technology Strategy & Consulting

22/11/2021

Exclusive Trailer: InvestCloud X

Digital Platforms & Tools, Investment Platforms & Tools, Portfolio & Wealth Management Systems

01/11/2021

Chapter 2 Challenging the norms with InvestCloud X

Software Development & Management, Technology Implementation & Management, Technology Strategy & Consulting

28/10/2021

Chapter 3 Applying our Design Expertise in InvestCloud X

Digital Platforms & Tools, Software Development & Management, Technology Implementation & Management

28/10/2021

Chapter 6 InvestCloud X The Financial Supermarket

Digital Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems

28/10/2021

InvestCloud X Launch Event

Client Communications & Reporting, Digital Platforms & Tools, Financial & Retirement Planning

28/10/2021

Chapter 1 Introducing InvestCloud X

Digital Platforms & Tools, Financial & Retirement Planning, Software Development & Management

28/10/2021

Chapter 4 InvestCloud X Digital Communication

Client Communications & Reporting, Digital Platforms & Tools, Investment Platforms & Tools

28/10/2021

Chapter 5 InvestCloud X Digital Financial Planning

Digital Platforms & Tools, Financial & Retirement Planning

28/10/2021

InvestCloud: The merger between InvestCloud, Tegra118 and Finantix - introducing the financial supermarket for wealth management

Digital Platforms & Tools, Portfolio Build, Analysis & Reporting

20/04/2021

InvestCloud: The merger between InvestCloud, Tegra118 and Finantix - what is happening now?

Digital Platforms & Tools, Technology Evaluation & Selection

15/04/2021

InvestCloud: Why the merger between InvestCloud, Tegra118 and Finantix matters to the wealth management sector

Client Engagement & Management, Digital Platforms & Tools, Technology Evaluation & Selection

13/04/2021

InvestCloud: Background and introduction to the merger between InvestCloud, Tegra118 and Finantix

Digital Platforms & Tools, Portfolio & Wealth Management Systems

08/04/2021

InvestCloud: The balance of people and digital in digital client relationships

Digital Platforms & Tools, Digital (Robo) Investing

20/02/2020

InvestCloud: Gaming and decision theory in building a successful digital client relationship

Client Engagement & Management, Digital Platforms & Tools

13/02/2020

InvestCloud: The pillars of building successful digital client relationship

Digital Platforms & Tools, Digital (Robo) Investing

06/02/2020

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 $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 $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
2010
employees
1001-5000
offices
20
Type of Clients
  • Asset Managers
  • Bank Wealth Managers
  • Brokers/Broker-Dealers
  • Digital Wealth Manager
  • Family Offices
  • Financial Advisors

InvestCloud Solutions

Digital Wealth Platform

For wealth managers, advisors and turn-key asset management programs (TAMPs), InvestCloud Digital Wealth apps are designed from the ground up to provide an intuitive and seamless experience for advisors and clients alike. Unlike hard-coded point solutions, InvestCloud Digital Wealth apps offer holistic truly solutions for wealth managers and advisors....

business needs
Client type
client geography presence
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Financial Planning Platform

InvestCloud Digital Financial Planning is the only planning solution that offers advice across the spectrum – from self-directed through to UHNW advice. InvestCloud Digital Financial Planning includes life planning, goals-based planning, cashflow planning, tax planning and estate planning....

business needs
Client type
client geography presence
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Financial Supermarket

For manufacturers (asset managers) that create financial products and are looking to extend access to distributors worldwide (wealth managers, broker-dealers and TAMPs) through a single platform, InvestCloud’s Financial Supermarket is an Amazon™-like international cloud-based marketplace for financial products....

business needs
Client type
client geography presence
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InvestCloud Black

InvestCloud Black is an integrated, cloud-based performance and risk platform that has been designed to empower managers to better analyze their portfolios – simply and flexibly – across all asset classes. Black offers powerful tools to increase operational efficiency and streamline workflows related to portfolio analytics, while providing robust and......

business needs
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InvestCloud Blue

Blue digitizes client engagement, onboarding, advice, reporting and management in cloud-based apps, giving investors a world-class digital experience and giving managers a comprehensive view of their clients.   ...

business needs
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InvestCloud Green

Through the power of digital automation, Green lightens the load of investment operations, allowing the focus to shift to what you do best – serving your clients’ needs. With the strength of InvestCloud’s Digital Warehouse, accounting “conversions” are a thing of the past. This is a new era in information......

business needs
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InvestCloud Orange

InvestCloud Orange has modelled the financial industry into a data model – arguably the hardest data challenge. InvestCloud Orange provides all participants in the financial markets with world-class digital warehousing, data management and technology solutions to better manage your business and harness operational efficiency. Orange apps provide a portal into that......

business needs
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InvestCloud Private Banking Platform

For private banks, global by nature, you and your clients have sophisticated needs, from asset class coverage to planning requirements. InvestCloud’s Private Banking Platform is a multi-country, multilingual and multi-currency solution that is simultaneously globally portable yet handles all local regulations and needs. Unlike hard-coded, single-country solutions, InvestCloud’s Private Banking Platform......

business needs
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InvestCloud White

InvestCloud White is designed from the ground up to be an intuitive and seamless experience for clients and advisors alike. All tools are built on the same InvestCloud platform that has hundreds of apps for client communication, client automation (digital advice), client management, information warehousing, performance, billing, trading and accounting. InvestCloud......

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