InvestCloud is a fintech company founded in 2010 that builds and operates a global wealth-management technology platform. The platform serves over 550 direct clients - including wealth managers, asset managers, wirehouses, banks, registered investment advisors (RIAs), and insurers - and supports more than US$6 trillion in assets. In 2024, CNBC named InvestCloud one of the world's top fintech companies.
The company's core product is a connected, scalable platform designed to span the full wealth continuum. Its technical focus areas include enhanced intelligence through data and analytics, digital client experience, and human-centric design principles applied to financial software. The platform is built to integrate across institutions of varying scale and complexity.
Founded in a West Hollywood garage, InvestCloud now operates across eight cities globally:
- Los Angeles and New York (North America)
- London and Geneva (Europe)
- Tokyo, Hong Kong, Singapore, and Sydney (Asia-Pacific)
The company describes its workforce as a mix of entrepreneurs, operators, and technologists, and positions product development around being technology-forward while remaining grounded in real-world financial use cases.
