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InvestCloud
About
InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions.
- 251 - 500
Details
- Last Funding Type
- Private Equity（PE）
- Industries
- Cloud Management,Financial Services,FinTech,Outsourcing,Software
- Founded date
- Jan 1, 2010
- Number Of Employee
- 251 - 500
- Operating Status
- Active
InvestCloud empowers investors and managers with a single version of the integrated truth through its unique digital platform. Today the InvestCloud platform supports over $1.7 trillion of assets across 670 institutional customers. InvestCloud creates custom solutions for better decision-making. From Client Communications (Client Portals and Reports) and Client Management (Advisor Portals and CRM) to Digital Warehousing, Data Analytics and Accounting, InvestCloud offers first-class digital investment platforms for successful investing that are rapid to deploy and hyper-modular. Customer segments include wealth managers, institutional investors, asset managers, family offices, asset services companies, financial platforms, and banks.Unleash your data potential.
Funding Rounds
| Announced Date | Round | Money Raised | Number of Investors | Lead Investors | Post Valuation | |
|---|---|---|---|---|---|---|
| Feb 2, 2021 | Private Equity（PE） | — | 2 | — | — | Detail |
| Sep 21, 2016 | Private Equity（PE） | — | 1 | — | — | Detail |
| Oct 15, 2013 | Series A | $8.58M | 1 | — | — | Detail |
Investors
| Investor Name | Lead Investor | Funding Round |
|---|---|---|
Accenture
|
— | Private Equity（PE） |
Fiserv
|
— | Private Equity（PE） |
JP Morgan Chase
|
— | Private Equity（PE） |
Polar Capital Management Inc.
|
— | Series A |
