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
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
WealthTech 2022: The wealth management sector's journey to digital transformation: where are we today?
30/06/2022
InvestCloud explores key trending themes in wealth management: communication, planning, shopping and more
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 4 InvestCloud X Digital Communication
Client Communications & Reporting, Digital Platforms & Tools, Investment Platforms & Tools
28/10/2021
InvestCloud X Launch Event
Client Communications & Reporting, Digital Platforms & Tools, Financial & Retirement Planning
28/10/2021
Chapter 5 InvestCloud X Digital Financial Planning
Digital Platforms & Tools, Financial & Retirement Planning
28/10/2021
Chapter 6 InvestCloud X The Financial Supermarket
Digital Platforms & Tools, Portfolio Build, Analysis & Reporting, Portfolio & Wealth Management Systems
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 1 Introducing InvestCloud X
Digital Platforms & Tools, Financial & Retirement Planning, Software Development & Management
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
2010employees
1001-5000offices
20Type 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
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
client geography presence
view solutionFinancial 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
- Asset Managers
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
client geography presence
view solution
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
- Digital Platforms & Tools
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
- Trading & Back Office
Client type
client geography presence
view solution
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
view solution
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
view solution
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
view solution
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
view solution
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
- Business Intelligence & Practice Management
- Client Engagement & Management
- Client Onboarding & Identity Verification
- Digital Platforms & Tools
- Investment Platforms & Tools
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......
