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.

Founded in

United States