InvestCloud
InvestCloud is a California-based company managing over $6 trillion in assets with more than 550 clients globally, offering a unified wealth management platform for the financial services industry.
Company Overview
InvestCloud, founded in California, has grown to manage over $6 trillion in assets with more than 550 direct clients globally. The company operates across multiple offices including New York, Los Angeles, London, Geneva, Tokyo, Hong Kong, Singapore, and Sydney. InvestCloud offers a unified wealth management platform designed for the financial services industry, incorporating design, gaming theory, decision theory, and data science to enhance user engagement.
Services
InvestCloud provides a modular and scalable technology platform that integrates seamlessly with certified systems and tools. The services cater to multiple aspects of wealth management, including data unification and normalization from diverse sources into a secure and scalable digital warehouse. The company's services also extend to a comprehensive APL Network that transforms portfolio management, trade execution, accounting, and performance measurement, supporting multi-vehicle/multi-asset accounts and Unified Managed Accounts (UMAs).
Global Presence
InvestCloud operates a significant international footprint with offices in key financial hubs such as New York, Los Angeles, London, Geneva, Tokyo, Hong Kong, Singapore, and Sydney. This global presence allows the company to cater to a diverse client base and maintain strong connections within the financial services industry worldwide.
Data Integration and Security
InvestCloud's digital warehouse is designed for massive scale and security, unifying and normalizing data from various sources. This secure and scalable environment ensures that data integrity is maintained, enabling clients to make informed decisions based on comprehensive and reliable data.
Industry Network
InvestCloud has established connections with the industry's largest network including more than 150 leading asset managers and over 60 sponsors. This extensive network enhances the company's ability to offer comprehensive and integrated financial services, benefiting from the extensive expertise and resources available within this ecosystem.