Fundz

Invest Cloud, Inc. reported raising $25 Million in an initial SEC Form D filing, from an offering of $25 Million

PRIVATESep 14, 2016

Amount Raised

$25 Million

$25 Million sold, per SEC Form D (first sale Sep 14, 2016)

Round Type

Venture

West HollywoodInformation TechnologyFinancial ServicesFinanceFintechBanking

Who to call at InvestCloud, and when

A new round usually means InvestCloud is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day InvestCloud raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at InvestCloud, from your own LinkedIn network
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Company Information

Company

InvestCloud

Location

8800 WILSHIRE BLVD.

West Hollywood, California, United States

About

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 assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success.

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Fundz sees it the moment InvestCloud raises, hires an exec or expands, usually minutes after it happens, and tells you who to reach.

Related People

1 contact
Verified contacts4 people are listed at InvestCloud. We don't have their email yet.See plans and pricing
Predictive Intelligence
Strategic

ML-powered predictions for InvestCloud's next move

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InvestCloud raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

145 of these a day, filtered to the companies you pick, with the decision-maker attached.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals, including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications, based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 281,000+ organizations. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.