InvestCloud is a global fintech company founded in 2010 - out of a West Hollywood garage - that builds digital platforms for the wealth management industry. Its technology serves the full wealth continuum, connecting wealth managers, asset managers, wirehouses, banks, registered investment advisors, and insurers through a single, integrated platform. The company was named a CNBC World's Top Fintech Company in 2024.
The platform supports more than US$6 trillion in assets across over 550 direct clients worldwide. InvestCloud operates across major financial centres, with offices in Los Angeles, New York, London, Geneva, Tokyo, Hong Kong, Singapore, and Sydney. Its technical focus spans wealth management technology, human-centric UX design, connected platform architecture, and enhanced intelligence - an umbrella covering analytics and AI-driven capabilities.
The company describes its workforce as a mix of entrepreneurs, operators, and artists, working collaboratively across its global offices. Its stated principles emphasise human-inspired design, technology-forward thinking, and continuous improvement. InvestCloud values both seasoned industry experience and fresh perspectives, positioning itself at the intersection of financial expertise and product innovation.