Vendor
InvestCloud
InvestCloud helps wealth managers, advisors, and financial institutions create stronger connections with their clients through technology that enhances engagement and trust.
Los Angeles, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
InvestCloud
InvestCloud helps wealth managers, advisors, and financial institutions create stronger connections with their clients through technology that enhances engagement and trust.
Asset
InvestCloud
Digital client reporting and portal experiences.
Capability matrix
| Capability | InvestCloud | InvestCloud |
|---|---|---|
| Advisory Fee Billing | ● | — |
| Client Portal | ● | — |
| Performance Reporting | ● | — |
| Portfolio Management | ● | — |
Parent organization
InvestCloud
Founded
2013
Scale
2 sector presences
Companies alongside it
Peers grouped as Technology & data vendor — the nearest comparables in the same part of the market.