InvestCloud
Los Angeles, United States · Banking, Finance, Financial Services
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total a
Key facts
- Headquarters
- Los Angeles, United States
- Employees
- 1,400
- Industries
- Banking, Finance, Financial Services
- Status
- Private
- Website
- investcloud.com
- Company page
Recent activity at InvestCloud
- : InvestCloud Appoints Josh Mayer as Chief Operating Officer
- : InvestCloud Partners with Evoke Advisors to Transform Digital Experience
- : InvestCloud Partners with FirstCape to Transform Wealth Management with Digital Solutions
- : InvestCloud partners with Buckingham Strategic Wealth and Buckingham Strategic Partners to enhance advisor experience
- : InvestCloud Appoints Shawn Donovan as Chief Revenue Officer
- : InvestCloud Appoints James Young as Chief Information Officer
- : InvestCloud Appoints Industry Veteran Heather Bellini as President and CFO
- : InvestCloud, Inc.
- : InvestCloud, Inc.
InvestCloud funding history
| Date | Round | Amount |
|---|---|---|
| Jan 2017 | Pre-Seed | $152K |
| Sep 2016 | Venture | $25.0M |
Leadership
- Richard Garmin, Director
- J.P. Whelan, Director
- Colin Close, Executive Officer, Director
- John Wise, Executive Officer, Director
- Josh Mayer, Chief Operating Officer
- Shawn Donovan, Chief Revenue Officer
- James Young, Chief Information Officer
- Heather Bellini, Chief Financial Officer
Verified email and direct lines for InvestCloud’s decision-makers are on Fundz. See plans — or book a 15-minute walkthrough.
Employee benefit plans
InvestCloud files 4 employee benefit plans with the U.S. Department of Labor, including a retirement plan. The next plan year renews in Dec 2026.
InvestCloud in the news
- FIS, InvestCloud aim to help advisors connect with younger clients - Financial Planning (May 21, 2026)
- InvestCloud Joins Orion As Latest Advisor Tech Firm to Raise Prices - Wealth Management (Mar 19, 2024)
- After a time of tumult, InvestCloud is divulging a reimagined business model where alts are the main course -- but analyst is wary that it's really just another TAMP - RIABiz (Oct 01, 2024)
- InvestCloud names Heather Bellini president and chief financial officer - InvestmentNews (Jul 11, 2023)
- InvestCloud Acquires Advicent and Its NaviPlan Platform - ThinkAdvisor (May 05, 2021)
- InvestCloud - Crunchbase (Jan 15, 2015)
- InvestCloud Announces Founding Partnership with Apollo Enabling Groundbreaking Private Markets Account™ Network for Integrated Management of Public and Private Markets Assets - Business Wire (Feb 20, 2025)
- InvestCloud Appoints Josh Mayer as COO to Expand APL Platform - Wealth Management (Apr 15, 2025)
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About InvestCloud: questions and answers
What does InvestCloud do?
InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total a
Where is InvestCloud headquartered?
InvestCloud is headquartered in Los Angeles, United States.
How many employees does InvestCloud have?
InvestCloud has about 1,400 employees.
Has InvestCloud raised funding?
Yes. Fundz has recorded 2 funding events for InvestCloud. The most recent, Pre-Seed of $152K, was in Jan 2017.
What is the latest news on InvestCloud?
On Apr 16, 2025, InvestCloud Appoints Josh Mayer as Chief Operating Officer
Source: Fundz records from SEC filings, press releases and company announcements. How Fundz measures data accuracy