CTOs on the Move

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

Similar Companies

Portfolio Financial Servicing Company

Portfolio Financial Servicing Company is one of the leading providers in Financial Services. It is based in Elm Grove, WI. To find more information about Portfolio Financial Servicing Company, please visit www.pfsc.com

M Benefit Solutions

M Benefit Solutions is a Portland, OR-based company in the Financial Services sector.

CUE Financial Group

CUE Financial Group is a Phoenix, AZ-based company in the Financial Services sector.

FRY Financial Group

FRY Financial Group is a Downers Grove, IL-based company in the Financial Services sector.

Pacific Crest Federal Credit Union

Pacific Crest Federal Credit Union is a Klamath Falls, OR-based company in the Financial Services sector.