InvestCloud Overview

  • Year Founded
  • 2010

Year Founded

  • Status
  • Private

  • Employees
  • 1,300

Employees

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 7

  • Investments
  • 6

InvestCloud General Information

Description

Developer of a digital financial services platform designed to offer investment knowledge. The company's platform specializes in asset management, wealth management and financial services, enabling investors and managers to gain higher returns on their investments and carry out financial planning in an effective, efficient, convenient and hassle-free manner.

Contact Information

Website
www.investcloud.com
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 700 North San Vicente Boulevard
  • Suite G605
  • West Hollywood, CA 90069
  • United States
+1 (888)
Primary Industry
Financial Software
Other Industries
Other Financial Services
Vertical(s)
TMT, FinTech
Corporate Office
  • 700 North San Vicente Boulevard
  • Suite G605
  • West Hollywood, CA 90069
  • United States
+1 (888)

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InvestCloud Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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InvestCloud Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Developer of a digital financial services platform designed to offer investment knowledge. The company's platform specia
Financial Software
West Hollywood, CA
1,300 As of 2023

Bengaluru, India
 

Charlotte, NC
 
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InvestCloud Competitors (60)

One of InvestCloud’s 60 competitors is Fisdom, a Venture Capital-Backed company based in Bengaluru, India.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Fisdom Venture Capital-Backed Bengaluru, India
Adhesion Wealth Advisor Solutions Formerly PE-Backed Charlotte, NC
eMoney Advisor Corporate Backed or Acquired Radnor, PA
RightCapital Venture Capital-Backed Shelton, CT
InvestEdge Private Equity-Backed Canonsburg, PA
You’re viewing 5 of 60 competitors. Get the full list »

InvestCloud Patents

  • 39

    Total Documents Applications and Grants

  • Total Patents Families

  • 17

    Granted

  • Pending

  • Expiring in next 12 mo

InvestCloud Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-20210278932-A1 Self-learning digital interface Inactive 03-Mar-2020
EP-3876085-A1 Self-learning digital interface Inactive 03-Mar-2020
US-11341197-B2 Recommendation system based on adjustable virtual indicium Active 22-Oct-2019
US-20210117163-A1 Pipeline for software application development Active 22-Oct-2019
US-10996932-B1 Pipeline for software application development Active 22-Oct-2019 G06F8/35
To view InvestCloud’s complete patent history, request access »

InvestCloud Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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InvestCloud Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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InvestCloud Investments & Acquisitions (6)

InvestCloud’s most recent deal was a Buyout/LBO with Advicent Solutions. The deal was made on 03-May-2021.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
Advicent Solutions 03-May-2021 Buyout/LBO Financial Software
Finantix 11-Dec-2018 Buyout/LBO Financial Software
rplan 11-Jun-2018 Merger/Acquisition Financial Software
Freetrade 22-Nov-2017 Accelerator/Incubator Financial Software
Babel Systems 09-Jan-2017 Merger/Acquisition Financial Software
You’re viewing 5 of 6 investments and acquisitions. Get the full list »

Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Advicent Solutions Milwaukee, WI 1969

InvestCloud FAQs

  • When was InvestCloud founded?

    InvestCloud was founded in 2010.

  • Where is InvestCloud headquartered?

    InvestCloud is headquartered in West Hollywood, CA.

  • What is the size of InvestCloud?

    InvestCloud has 1,300 total employees.

  • What industry is InvestCloud in?

    InvestCloud’s primary industry is Financial Software.

  • Is InvestCloud a private or public company?

    InvestCloud is a Private company.

  • What is the current valuation of InvestCloud?

    The current valuation of InvestCloud is .

  • What is InvestCloud’s current revenue?

    The current revenue for InvestCloud is .

  • How much funding has InvestCloud raised over time?

    InvestCloud has raised $133M.

  • Who are InvestCloud’s investors?

    Accenture, Citi Ventures, Clearlake Capital Group, Fiserv, and Motive Partners have invested in InvestCloud.

  • Who are InvestCloud’s competitors?

    Fisdom, Adhesion Wealth Advisor Solutions, eMoney Advisor, RightCapital, and InvestEdge are some of the 60 competitors of InvestCloud.

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