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InvestCloud

www.investcloud.com

 
InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalisation and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. The company offers digital client and advisor experiences and tools that enable the development of front-office wealth management solutions, and UMA/SMA portfolio management, trade execution, accounting, model management and performance investment solutions, resulting in best-in-class experiences and operations for the wealth and ...
  • Number of Employees: 5K-10K
  • Annual Revenue: $50-100 Million
  • www.investcloud.com
  • 700 North San Vicente Boulevard
    West Hollywood, CA USA 90069
  • Phone: 888.800.0188

Executives

Name Title Contact Details
Lawrence Foran
 Chief Information Security Officer Profile
James Young
 Chief Information Officer Profile

Funding

InvestCloud raised $45M on 10/08/2015

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