About InvestCloud
InvestCloud is a company based in West Hollywood (United States) founded in 2010 was acquired by Motive Partners in February 2021. InvestCloud has raised $78.73 million across 6 funding rounds from investors including FTV Capital, Kern Whelan Capital and Polaris Capital. The company has 373 employees as of December 31, 2022. InvestCloud has completed 5 acquisitions, including Advicent Solutions, Babel Systems Limited and Envisor Technologies. InvestCloud offers products and services including Advisor Solutions, End-Client Solutions, Managed Account Solutions, Financial Planning Solutions, and Enterprise Solutions. InvestCloud operates in a competitive market with competitors including Addepar, sei, Avaloq, 360 One and Envestnet, among others.
- Headquarter West Hollywood, United States
- Employees 373 as on 31 Dec, 2022
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Sectors
Technology
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Email
Locked
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Phone
Locked
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Website
Locked
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Social
Locked
- Legal Name Investcloud, Inc.
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Annual Revenue
Not available
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Net Profit
Not available
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EBITDA
Not available
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Total Equity Funding
$78.73 M (USD)
in 6 rounds
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Latest Funding Round
$152.23 K (USD), Series C
Jan 24, 2017
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Investors
FTV Capital
& 5 more
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Employee Count
373
as on Dec 31, 2022
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Investments & Acquisitions
Advicent Solutions
& 4 more
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Acquired by
Motive Partners
(Feb 02, 2021)
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Products & Services of InvestCloud
InvestCloud offers a comprehensive portfolio of products and services, including Advisor Solutions, End-Client Solutions, Managed Account Solutions, Financial Planning Solutions, and Enterprise Solutions.
Platform to manage client relationships and improve efficiency
Tools to empower clients and attract prospects
Ecosystem for growing business through integrated networks
Systems for viewing cash flow and future financial events
Processes for billing, trading, and compliance management
People of InvestCloud
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Software Development Team
48 people
Product Management Team
24 people
Leadership Team
22 people
Senior Team
18 people
Finance and Accounting
12 people
Data Analysis and Operations Team
9 people
Business Team
8 people
Operations Team
7 people
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Funding Insights of InvestCloud
InvestCloud has successfully raised a total of $78.73M across 6 strategic funding rounds. The most recent funding activity was a Series C round of $152.23 thousand completed in January 2017. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
Investors in InvestCloud
InvestCloud has secured backing from 6 investors, including venture fund investors. Prominent investors backing the company include FTV Capital, Kern Whelan Capital and Polaris Capital.
| Investor | Description | Founded Year | Domain | Location |
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Private equity investment firm
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US private equity investments are managed by Kern Whelan Capital.
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Locked | Locked | Locked | |
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Locked | Locked | Locked |
Investor details for InvestCloud
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
Investments & Acquisitions by InvestCloud
InvestCloud has strategically engaged in corporate development activities, having acquired 5 companies. Notable acquisitions include Advicent Solutions, Babel Systems Limited and Envisor Technologies.
Investment portfolio details for InvestCloud
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Portfolio management software for multi-manager funds is developed.
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Locked | Locked | 2013 | Locked | |
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Retirement planning platform used by advisers for client analysis.
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Locked | Locked | 2012 | Locked | |
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Funds information and performance monitoring are provided online.
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Locked | Locked | 2010 | Locked |
Complete acquisition details for InvestCloud
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - InvestCloud
Detailed financials for InvestCloud
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
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Investcloud Comparisons
Peer comparison for InvestCloud
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
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Competitors of InvestCloud
InvestCloud operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Addepar, sei, Avaloq, 360 One and Envestnet, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
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| Locked | Locked | Locked |
Wealth management solutions are delivered for investment advisors.
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| Locked | Locked | Locked |
Wealth and investment management solutions are offered to institutional investors.
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| Locked | Locked | Locked |
Cloud-based solutions for financial institutions are provided by Avaloq.
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| Locked | Locked | Locked |
Asset and wealth management software is provided for businesses.
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| Locked | Locked | Locked |
Cloud-based solutions are offered for wealth management and financial advising.
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| Locked | Locked | Locked |
Cloud-based accounting and financial management solutions are offered to businesses.
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Detailed competitors of InvestCloud
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Investcloud
Complete news archive for InvestCloud
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Frequently Asked Questions about InvestCloud
InvestCloud was founded in 2010.
InvestCloud is headquartered in West Hollywood, United States. It is registered at West Hollywood, California, United States.
Jeff Yabuki is the current CEO of InvestCloud.
InvestCloud is a funded company, having raised a total of $78.73M across 6 funding rounds to date.
As of Dec 31, 2022, the latest employee count at InvestCloud is 373.
Investment management solutions for advisors. It offers software for front and middle-office solutions focused on digitizing customer experiences and internal operations. It offers solutions for client onboarding, engagement, advice, reporting, data management, and more. It serves a wide range of investment managers, including wealth advisors, large family offices, asset allocators (pension funds, endowments), and asset services providers.
InvestCloud's top competitors include Addepar, Delta Capita and sei.
InvestCloud offers Advisor Solutions, End-Client Solutions, Managed Account Solutions, Financial Planning Solutions, and Enterprise Solutions.
InvestCloud has made 5 acquisitions, including Advicent Solutions, Babel Systems Limited, and Envisor Technologies.
InvestCloud has 6 investors. Key investors include FTV Capital, Kern Whelan Capital, Polaris Capital, Altos Ventures Management, and Clearlake Capital Group.