About InvestCloud
InvestCloud is a Technology company based in West Hollywood (United States) founded in 2010, and was acquired by Motive Partners in February 2021. Investment management software is provided for advisors and institutions. 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. InvestCloud has completed 5 acquisitions, including Advicent Solutions, Babel Systems Limited and Envisor Technologies. Its chief executive, as recorded, is Jeff Yabuki. Its website investcloud.com draws about 29 thousand monthly visits. InvestCloud offers products and services including Advisor Solutions, End-Client Solutions, Managed Account Solutions, Financial Planning Solutions, and Enterprise Solutions. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Suite. Its legal entity is InvestCloud, Inc. Its competitors include Addepar, sei and Envestnet; 1 of its 3 listed competitors has raised funding.
Company details
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.
- Headquarters West Hollywood, United States
- Employees 373
- Stage Acquired
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website investcloud.com
- Social LinkedIn X
- Acquired by Motive Partners (Feb 2021)
- Legal Name Investcloud, Inc.
- Total Equity Funding$78.73M (USD)
in 6 rounds
- Latest Funding Round$152.23K (USD), Series C
Jan 2017
- InvestorsFTV Capital
& 5 more
- Employee Count373
- Investments & AcquisitionsAdvicent Solutions
& 4 more
- Acquired byMotive Partners
(Feb 2021)
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
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 $78.73M
- Total Rounds 6
- Last Round Series C — $152,228
- First Round $480,000
(Aug 2010)
- Investors Count 4
All 6 funding rounds of InvestCloud with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2017 | $152,228 | Series C | – | – | – |
| Sep 2016 | $25M | Series C | – | – | – |
| Oct 2015 | $45M | Series C | – | FTV Capital | – |
| Oct 2013 | $8M | Series A | – | – | |
| Jan 2013 | $100,000 | Seed | – | – | – |
| Aug 2010 | $480,000 | Seed | – | – | – |
6 investors in total: 6 institutional.
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 |
|---|---|---|---|---|
Private equity investment firm | ftvcapital.com | San Francisco, United States | ||
US private equity investments are managed by Kern Whelan Capital. | kernwhelan.com | Larkspur, United States | ||
| polariscapital.com | ||||
Early-stage companies are funded by this venture capital firm. | altos.vc | Menlo Park, United States | ||
Lower and mid-market investments are managed through private equity strategies. | clearlake.com | Santa Monica, United States | ||
Private equity investments in financial services sector are facilitated. | motivepartners.com | New York, United States |
Investor details for InvestCloud
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of InvestCloud
201 people are tracked at InvestCloud (78 in leadership, 123 in team); the tracked headcount is 373.
| Name | Role | Group |
|---|---|---|
Jeff Yabuki | CEO | Leadership |
Cheryl Nash | CEO, Financial Supermarket | Leadership |
Heather Matthews | Sr Director Of Global Business Operations | Leadership |
Dan Zinkin | Head Of AI And Data | Leadership |
Drew Klepper | Director Of Product Engineering | Leadership |
Brandon Harris | CMO | Leadership |
Lynn McCreary | Chief Legal Officer | Leadership |
Troy Brisbois | Head Of Compliance | Leadership |
Aimée Scordamaglia | Director, Global Contract Administration | Leadership |
James Young | Chief Information Officer | Leadership |
Toni Hitchens | Director Of Product Strategy & Business Operations | Leadership |
Leia T. Goodgold | Head Of Professional Services (tegra Apl) | Leadership |
Vivek Pappu | Head Of Product, Global Digital Wealth | Leadership |
Rob Coira | Vice President, Product Strategy | Leadership |
Frederick Duden | Chief Product Officer, Financial Supermarket | Leadership |
Yi-Leen Koh von Rueden | Head Of APAC Developers | Leadership |
David Towne | Director Product Planning | Leadership |
Akhilesh Tiwari | Director Of Product Engineering | Leadership |
Michael Roth | Global Chief Product Officer, Digital Wealth And Executive Leadership Team Member | Leadership |
Christopher Psaltos | Head Of Product - Digital Investor | Leadership |
181 more people are available in the full profile.
Complete people profiles for InvestCloud
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
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.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
SAAS-based financial planning tools are offered for the services industry. | advicentsolutions.com | Milwaukee, United States | 1969 | May 2021 | •••• | |
Retirement planning platform used by advisers for client analysis. | retireup.com | Mundelein, United States | 2012 | Jun 2020 | •••• | |
Funds information and performance monitoring are provided online. | rplan.co.uk | London, United Kingdom | 2010 | Jun 2018 | $20M | |
Modular mid- and back-office platform is offered to wealth managers. | babelsys.co.uk | London, United Kingdom | 2008 | Jan 2017 | $20M | |
Portfolio management software for multi-manager funds is developed. | envisortech.com | New York, United States | 2013 | Dec 2014 | •••• |
Complete acquisition details for InvestCloud
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of InvestCloud
9 dated milestones of InvestCloud across 11 years, from founding to its latest funding, stage changes and deals.
- Founded InvestCloud is founded.
- Funding First funding round of $480K.
- Acquisition Acquires Envisor Technologies.
- Acquisition Acquires Babel Systems Limited.
- Funding Latest funding round, Series C, of $152K.
- Acquisition Acquires Rplan.
- Acquisition Acquires RetireUp.
- Exit Acquired by Motive Partners.
- Acquisition Acquires Advicent Solutions.
Competitors of InvestCloud
InvestCloud has 3 listed competitors in our database, 1 of them funded. They include Addepar, sei and Envestnet.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| addepar.com | 2009 | Mountain View, United States | $759.1M | 560 | Wealth management solutions are delivered for investment advisors. | |
| seic.com | 1968 | Oaks, United States | 5,061 | Wealth and investment management solutions are offered to institutional investors. | ||
| envestnet.com | 1999 | Berwyn, United States | 1,342 | Cloud-based solutions are offered for wealth management and financial advising. |
Detailed competitors of InvestCloud
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of InvestCloud
The website of InvestCloud (investcloud.com) receives about 29.1K visits a month and ranks #641,238 among all websites worldwide, #6,305 in Investing.
- Monthly visits29.1K
▼ 32.1% vs previous month
- Unique visitors10.8K
per month
- Global rank#641,238
among all websites
- Category rank#6,305
Finance · Investing
- Bounce rate20%
- Pages per visit3.3
- Average visit1 min 44 sec
- DevicesDesktop 83% · Mobile 17%
Websites whose visitors overlap most with InvestCloud. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| fa-mag.com | 100% | 93.5K | #336,818 | View details | |
| williamblair.com | 83% | #248,256 | View details | ||
| schwab.com | 76% | 94M | #365 | View details | |
| yieldstreet.com | 75% | 7.8K | #871,775 | View details | |
| chase.com | 56% | 198.6M | #125 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 13 similar websites and full traffic analytics for InvestCloud
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 13 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Financial Technology
3 companies that operate in the same segment as InvestCloud (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Investcloud
Complete news archive for InvestCloud
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- Full article archive
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- Older coverage
- Brand-specific news history
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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 CEO of InvestCloud, as recorded in our data.
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 Seed of $480K, raised on Aug 2010.
InvestCloud has 373 employees.
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 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.
InvestCloud operates through Investcloud, Inc..
Yes. InvestCloud was acquired by Motive Partners in February 2021.