InvestCloud | News, Hiring, Layoffs, Competitors, CEO, Fundraising Insights
InvestCloud is a global leader in wealth technology, driving the digital transformation of the wealth management industry. The company...
InvestCloud is a global leader in wealth technology, driving the digital transformation of the wealth management industry. The company serves a diverse range of clients, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers, representing over 40% of the total assets globally. InvestCloud focuses on delivering personalized and scalable advisory programs, enhanced technology, and innovative financial planning solutions, and has been recognized as a CNBC World’s Top Fintech Company.
Website
Headquarters
West Hollywood, CA
Size
1001-5000 employees
Industry
Financial Services
Specialities
Investment Management, Wealth Management, Hedge Funds, Institutional Investors, Family Office, Financial Technology, Digital Experiance, Digital Warehouse, Asset Management
🛍️ InvestCloud Product and Pricing News →
👔 InvestCloud CEO, Management and Leadership Team →
⚔️ InvestCloud Alternatives and Competitors →
💼 InvestCloud Hiring and Layoffs →
🤖 InvestCloud Developer, Integration and Automation News →
📈 InvestCloud Financials, Fundraising and Valuation News →
🛍️ InvestCloud Product and Pricing News
- InvestCloud was recognized as a winner at the Thirteenth WealthBriefing European Awards, highlighting its involvement in the technology sector with a focus on building Asia links.
- InvestCloud won the Best Client Lifecycle Management Solution award at the 2025 WealthBriefing European Awards.
- InvestCloud was the Titanium Sponsor at the MMI Summit.
👔 InvestCloud CEO, Management and Leadership Team
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Chief Executive Officer
[email protected] -
Chief Executive Officer[email protected]
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Chief Executive Officer[email protected]
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Managing Director[email protected]
⚔️ InvestCloud Alternatives and Competitors
- Envestnet |
- SS&C Advent |
- BlackRock |
- Conquest Planning |
- FusionIQ |
- Facet Wealth |
- Q4 |
- Morningstar |
- Coinbase |
- Addepar |
- AlternativeSoft |
- Allvue |
- Objectway |
- ReportWa |
- Nucoro |
- Orion Advisor Tech |
- RobotFX |
- AdvisorEngine |
- Innovest |
- InvestEdge |
- Advisor Software Inc |
- eMoney |
- Plaid |
- Xignite |
- BondHawk Systems |
- ADVIZR, Inc. |
- Scivantage |
- AssetMark
💼 InvestCloud Hiring and Layoffs
- Max Romeo has left InvestCloud to join Charles River Development as Vice President, Business Strategy and Planning in the United States.
- InvestCloud is currently seeking a Director of Software Engineering in India.
- InvestCloud is currently hiring a Director of Accounting in the United States.
- Jeffrey W. Yabuki serves as the Chairman and CEO of InvestCloud.
🤖 InvestCloud Developer, Integration and Automation News
📈 InvestCloud Financials, Fundraising and Valuation News
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