InvestCloud provides a global digital wealth management technology platform supporting over US$6 trillion in assets for 550+ clients, with offices in eight cities worldwide.
InvestCloud builds a global digital wealth management technology platform, combining human-centric design with modern technology to serve clients across the complete wealth continuum. Founded in 2010 in a West Hollywood garage, the firm has grown into a company whose platform supports more than US$6 trillion in assets for over 550 direct clients, spanning wealth management, asset management, wirehouses, banking, registered investment advisors and insurance.
The company's flagship InvestCloud Wealth Management Platform is a connected technology platform designed to scale across the wealth continuum, delivering enhanced intelligence and what the firm calls inspired experiences for wealth and financial services clients. Its technical work spans fintech, digital platform development and connected technology platforms, with an emphasis on human-centric design as an engineering discipline rather than an afterthought.
InvestCloud operates from eight offices worldwide: Los Angeles, New York, London, Geneva, Tokyo, Hong Kong, Singapore and Sydney, supporting global and distributed collaboration across those cities. The firm was named a CNBC World's Top Fintech Company in 2024.
Its stated working culture brings together entrepreneurs, operators and artists working collaboratively, and it values fresh perspectives alongside seasoned experience. Core principles include building human-inspired products for real life, remaining future-driven and technology-forward, getting smarter every day, and delivering nothing less than the best.
