InvestCloud

InvestCloud, Inc. is a leading provider of wealth technology, established in 2010 and based in West Hollywood, California. The company focuses on digital transformation solutions tailored for the wealth management sector, serving a diverse array of financial institutions, including wealth and asset managers, banks, and registered investment advisors. Collectively, its clients manage over 40% of the $132 trillion in global assets. The company offers a connected ecosystem of technology platforms that unify data and enhance client experiences. Its solutions help wealth managers and financial advisors streamline operations and improve client relationships. InvestCloud's platform features digital wealth management and financial planning tools, supported by a dynamic data warehouse that addresses the entire wealth continuum. The company emphasizes empowering financial professionals with intelligent, human-centric design to facilitate informed decision-making and strategic insights. Recognized for its innovation, InvestCloud was named a CNBC World’s Top Fintech Company in 2024.