Company Information

Get to know InvestCloud, Inc.

Founded in 2010, InvestCloud is a technology company that provides a cloud-native, evergreen platform for wealth management and financial services firms. Its core mission is to enable the digital transformation of the financial industry by offering a suite of modular apps for client communication, automation, and management. Through significant acquisitions, including Finantix and Tegra118 in 2021, the company expanded its capabilities to create a comprehensive "super platform" that supports the entire spectrum of wealth management, from private banking to asset servicing.

Industry

Technology Software DevelopmentPRIMARY
Financial Other Service

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InvestCloud, Inc.

United States

Founded in

2010 (16 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.

BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.