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InvestCloud
AddedFeb 15, 2024
UpdatedJun 18, 2026
InvestCloud

InvestCloud

Operating

California-based InvestCloud offers integrated digital investment platforms, empowering wealth managers and investors with data-driven solutions.

Location
West Hollywood, CA, US
Founded
2010
Firm
Compare
Fundraising
Employees
Website

InvestCloud, based in West Hollywood, California, specializes in providing integrated digital investment platforms. The firm focuses on empowering wealth managers and investors through data-driven solutions that enhance decision-making. InvestCloud supports over $1.7 trillion of assets across 670 institutional customers, offering services that range from client communications and management to digital warehousing, data analytics, and accounting.

Notable for its comprehensive digital solutions, InvestCloud's platform is designed to facilitate better investment decisions and streamline operations for its clients. The company's key partners and decision-makers leverage extensive experience in financial services to deliver tailored solutions. InvestCloud's unique value-add lies in its ability to create custom solutions that integrate seamlessly into existing workflows, thereby driving digital transformation within the financial services industry.

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InvestCloud - Classification

Also Known As
  • InvestCloud, Inc.
NAICS
  • 520000Finance and Insurance
SIC
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice
Show 8 more industry codes
NAICS
  • 513200Software Publishers
  • 510000Information
  • 513000Publishing Industries
  • 513210Software Publishers
SIC
  • 6000Depository Institutions
  • 7300Business Services
  • 7370Computer Programming, Data Processing, And Other Computer Related
  • 7372Prepackaged Software