Los Angeles, CA, 31st of October 2025 – InvestCloud, a global leader in wealth technology, is proud to announce that it has been recognised with two major industry awards: the Datos Insights 2025 Wealth Management Impact Award for best Innovation in Alternative Investments and Private Markets, and the Money Management Institute (MMI)/Barron’s Industry Award for Investment Innovation. These honors underscore InvestCloud’s belief that private markets should be more accessible to a broader client base and our ongoing commitment to transform the adviser and investor experience through digital innovation.
Datos Insights announced its 2025 Wealth Management Impact Award winners on the 17th of October at its Wealth Management Forum in New York City. The awards recognised 24 organisations whose breakthrough innovations are transforming how wealth management firms serve advisers and clients. InvestCloud received the award for its Private Markets Account™ (PMA), an industry-first managed account solution that provides the ability to have public and private market investments in one managed portfolio. The PMA eliminates the operational complexity of managing private assets manually, allowing for seamless trading, rebalancing, billing, compliance, and reporting within one unified structure.
At the 2025 MMI Annual Conference in Washington, D.C., from the 15th to the 17th of October, InvestCloud was also recognised with an MMI/Barron’s Industry Award, honoring the company’s Private Markets Account Network (PMA Network). The PMA Network, which InvestCloud launched in a founding partnership with Apollo Global Management, is building a modern infrastructure for private markets investing that will unlock greater efficiency, data integrity, and scalable growth, supporting better investor outcomes.
The dual recognition reinforces InvestCloud’s leadership in wealth and investment technology and reflects the company’s unwavering focus on empowering the global wealth ecosystem with technology that enhances efficiency, transparency, and personalisation – enabling a smarter financial future.
About InvestCloud
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including wealth and asset managers, wirehouses, banks, RIAs, and insurers. In terms of scale, the company’s clients represent more than 40 percent of the US$132 trillion of total assets globally. As a leader in delivering personalisation and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisers and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud introduced the first-of-its-kind Private Markets Account and Private Markets Account Network to enable integrated management of public and private markets assets from a single, unified managed account. Headquartered in the United States, InvestCloud serves clients around the world.
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