InvestCloud Revenue and Competitors

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$54.1M

Total Funding

Estimated Revenue & Valuation

InvestCloud's estimated annual revenue is currently $335.6M per year.(i)
InvestCloud received $45.0M in venture funding in October 2015.
InvestCloud's estimated revenue per employee is $324,610
InvestCloud's total funding is $54.1M.
InvestCloud's current valuation is $1B. (February 2021)

Employee Data

InvestCloud has 1034 Employees.(i)
InvestCloud grew their employee count by -10% last year.

InvestCloud's People

Name	Title	Email/Phone
1 John Wise	Co-Founder and CEO	Reveal Email/Phone
2 Jeff Yabuki	Chairman and CEO	Reveal Email/Phone
3 Marc Lemke	Chief Revenue Officer, APL	Reveal Email/Phone
4 Shawn Donovan	Chief Revenue Officer	Reveal Email/Phone
5 Kapin Vora	Chief Customer Success Ofﬁcer	Reveal Email/Phone
6 Christopher Waddell	VP, CFO Digital Wealth	Reveal Email/Phone
7 Candace Young	Head Packaging, VP	Reveal Email/Phone
8 Cheryl Nash	Chief Customer Executive	Reveal Email/Phone
9 Damien Piper	Head Business Development - APAC	Reveal Email/Phone
10 Bill Jooste	EVP (EVP)	Reveal Email/Phone

InvestCloud Competitors & AlternativesAdd Company

Competitor Name	Revenue	Number of Employees	Employee Growth	Total Funding	Valuation
#1 Envestnet	$1130M	2985	-1%	$557.5M	$4.1B
#2 Orion Advisor T...	$566M	1925	24%	N/A	N/A
#3 RobotFX	$2.1M	17	N/A	N/A	N/A
#4 Peak Sales Recr...	$6M	56	8%	N/A	N/A
#5 WeAdvise	$2.2M	24	N/A	N/A	N/A
#6 TechRules	$52.7M	228	N/A	N/A	N/A
#7 Bambu B2B Robo-...	$11.4M	46	N/A	N/A	N/A
#8 Jemstep	$6.8M	0	N/A	$15M	N/A
#9 Vestmark	$73.1M	443	6%	$50.4M	N/A
#10 Valuefy	$48.4M	194	-1%	N/A	N/A
#11 PINTEC	$24.9M	156	N/A	N/A	N/A
#12 Scalable Capita...	$157.8M	867	35%	€266M	$1.4B
#13 Oranj	$6.4M	55	-53%	N/A	N/A
#14 Simplewealth	$1.3M	17	N/A	N/A	N/A
#15 nummularii	$0.2M	3	N/A	N/A	N/A

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What Is InvestCloud?

Headquartered in Los Angeles with a global presence, InvestCloud develops first-class, financial digital solutions, pre-integrated into the cloud. By empowering investors and managers with a single version of the integrated truth through its unique digital platform, InvestCloud creates beautifully designed client experiences and intuitive operations solutions using an ever-expanding library of digital modular apps. The result Powerful products for individual investors and institutions alike, assembled on-demand to meet clients specific needs. Today the InvestCloud platform supports over $1.7 trillion of assets across 670 diverse clients - from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks. For more information, visit www.investcloud.com. Unleash your data potential.

keywords:Data Storage,Finance,Human Resources Hr,Storage

$54.1M

Total Funding

1034

Number of Employees

$335.6M

Revenue (est)

-10%

Employee Growth %

$1B

Valuation

N/A

Accelerator

InvestCloud News

2022-04-06 - Wealthtech Solution Market Report With Useful Insights on to ...

FinMason, Inc., aixigo AG, InvestCloud, Inc., WealthTechs Inc., Valuefy Solutions Private Limited, 3rd-eyes analytics AG, BlackRock, Inc.,...

2019-09-11 - US-based Westwood Holdings selects InvestCloud for its ...

Texas-based investment management company Westwood Holdings Group Inc. has chosen InvestCloud to utilize the company's entire suite of ...

2019-09-10 - Westwood Holdings signs with InvestCloud

Source: InvestCloud. InvestCloud, a platform for the development of financial digital, pre-integrated cloud solutions with $2 trillion+ in assets, ...

2019-08-27 - Empaxis selects InvestCloud for turnkey asset management ...

Through this partnership with InvestCloud, including access to the entire InvestCloud digital platform, Empaxis can deliver the TAMP product ...

2018-06-18 - InvestCloud Acquires rplan, for $20M

Los Angeles, CA-based fintech company InvestCloud acquired rplan Limited, a London-based provider of client engagement technology to support bespoke investment propositions for web and mobile, for $20m. The acquisition will see rplan’s capabilities made available to InvestCloud’s global client ...