InvestCloud, Inc. Overview
Pro stress-test →InvestCloud is a no-code software platform for digital and commerce enablement within the financial industry, enabling the world's largest banks, wealth managers and asset managers to leverage and leapfrog decades of technology debt and meet elevated client needs. The platform supports over $1.7 trillion of assets across 670 institutional customers.
Strategic Profile
Pro stress-test →The company's clients represent more than 40 percent of the $132 trillion of total assets globally. InvestCloud has moved from front-office client portals to full mid-to-back office services through acquisitions and reached a $1B+ valuation in 2021. The company stabilized revenues and retained 95% of its client base by early 2025 while refocusing on AI-led differentiation.
Competitive Landscape
Pro stress-test →InvestCloud competes with legacy wealth-management platforms including Envestnet, Addepar, Temenos, and Avaloq. The company's modular, no-code architecture and AI-driven approach differentiate it from monolithic incumbents. Consolidation in wealthtech continues as firms migrate mid-to-back office functions to cloud-native platforms.
Industry Context
InvestCloud, Inc. operates in Wealth management software platforms.
Key facts
Founded: 2010 · Headquarters: Beverly Hills, US · Employees: 1,300 · Revenue: $294.1M (2026) · Market cap: N/A