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