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
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Investcloud, Inc.
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Annual Revenue
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Net Profit
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EBITDA
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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. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
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
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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.
- Total Funding Total Funding
- Total Rounds 6
- Last Round Series C — $152,228
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First Round
First Round
(27 Aug 2010)
- Investors Count 4
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan, 2017 | Amount | Series C - InvestCloud | Valuation |
investors |
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| Sep, 2016 | Amount | Series C - InvestCloud | Valuation |
investors |
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| Oct, 2015 | Amount | Series C - InvestCloud | Valuation | FTV Capital |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Private equity investment firm
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Founded Year | Domain | Location | |
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US private equity investments are managed by Kern Whelan Capital.
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Founded Year | Domain | Location | |
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
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. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
| 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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2013 | ||||
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Retirement planning platform used by advisers for client analysis.
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2012 | ||||
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Funds information and performance monitoring are provided online.
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2010 |
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
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OVO is recognized as a smart digital payment application.
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2017 | ||||
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Bionic investment advisor platform
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - InvestCloud
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investcloud Comparisons
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. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Wealth management solutions are delivered for investment advisors.
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| domain | founded_year | HQ Location |
Wealth and investment management solutions are offered to institutional investors.
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| domain | founded_year | HQ Location |
Cloud-based solutions for financial institutions are provided by Avaloq.
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| domain | founded_year | HQ Location |
Asset and wealth management software is provided for businesses.
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| domain | founded_year | HQ Location |
Cloud-based solutions are offered for wealth management and financial advising.
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| domain | founded_year | HQ Location |
Cloud-based accounting and financial management solutions are offered to businesses.
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| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Investcloud
Frequently Asked Questions about InvestCloud
When was InvestCloud founded?
InvestCloud was founded in 2010.
Where is InvestCloud located?
InvestCloud is headquartered in West Hollywood, United States. It is registered at West Hollywood, California, United States.
Who is the current CEO of InvestCloud?
Jeff Yabuki is the current CEO of InvestCloud.
Is InvestCloud a funded company?
InvestCloud is a funded company, having raised a total of $78.73M across 6 funding rounds to date. The company's 1st funding round was a Series C of $45M, raised on Aug 27, 2010.
How many employees does InvestCloud have?
As of Dec 31, 2022, the latest employee count at InvestCloud is 373.
What does InvestCloud do?
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.
Who are the top competitors of InvestCloud?
InvestCloud's top competitors include Addepar, Delta Capita and sei.
What products or services does InvestCloud offer?
InvestCloud offers Advisor Solutions, End-Client Solutions, Managed Account Solutions, Financial Planning Solutions, and Enterprise Solutions.
How many acquisitions has InvestCloud made?
InvestCloud has made 5 acquisitions, including Advicent Solutions, Babel Systems Limited, and Envisor Technologies.
Who are InvestCloud's investors?
InvestCloud has 6 investors. Key investors include FTV Capital, Kern Whelan Capital, Polaris Capital, Altos Ventures Management, and Clearlake Capital Group.
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