When was InvestCloud founded?

InvestCloud was founded in 2010 and raised its 1st funding round within a year of its incorporation.

Where is InvestCloud located?

InvestCloud is headquartered in West Hollywood, United States. It is registered at Tampa, Florida.

Who is the current CEO of InvestCloud?

John Wise and Jeff Yabuki s of InvestCloud.

How many employees does InvestCloud have?

As of Dec 31, 2024, the latest employee count at InvestCloud is 586.

Is InvestCloud a funded company?

InvestCloud is a funded company, having raised a total of $78.7M across 6 funding rounds to date. The company's 1st funding round was a $***** Seed round, raised on Aug 27, 2010.

How much is InvestCloud worth?

The last known valuation of InvestCloud was $***** as of Feb 02, 2021.

When was the latest funding round of InvestCloud?

InvestCloud's latest funding was a $***** Series B round on Jan 19, 2017, with participation from 0 investor.

Where does InvestCloud rank among its competitors?

InvestCloud ranks 33rd amongst 665 active competitors, of which 104 are funded. It stands 5th in terms of total funding among its competitors. The most recent competitor to raise funding was Wealthy, which secured $14.5M in Nov, 2025.

Who are the top competitors of InvestCloud?

InvestCloud's top competitors include Addepar, KFin Technologies and FNZ. Among them, Wealthy secured the most recent funding round in November, 2025.

InvestCloud - 2026 Company Profile, Team, Funding & Competitors

Company Details

Investment management solutions for advisors. It offers software for front and middle-office solutions focused on digitizing customer experiences and internal operations. It offers solutions for client onboarding, engagement, advice, reporting, data management, and more. It serves a wide range of investment managers, including wealth advisors, large family offices, asset allocators (pension funds, endowments), and asset services providers.

Website: investcloud.com
Social
Email ID: *****@investcloud.com
Phone Number: +1 **********
Registered Address: Tampa, Florida

Key Metrics

Founded Year

2010

Location

West Hollywood, United States

Stage

Acquired

Total Funding

$78.7M in 6 rounds

Latest Funding Round

Series B, Jan 19, 2017, $*****

Last Known Valuation

$***** as on Feb 02, 2021

Investors

FTV Capital & 4 more

Ranked

33^rd among 665 active competitors

Employee Count

586 as on Dec 31, 2024

Investment & Acquisitions

Advicent Solutions & 6 more

Similar Companies

Addepar & 726 more

Exit Details

Acquired by Motive Partners (Feb 02, 2021)

View InvestCloud's full profile

InvestCloud is associated with 2 legal entities given below:

Legal Entity Name	Date of Incorporation	Revenue	Latest Employee Count	Documents
IHEART MARKETING INC CIN: 4807289 , United States, Active	Aug 19, 2015	-	-	-
INVESTCLOUD, INC. CIN: 320412640 , United States, Active	Dec 26, 999	-	586 (As on Dec 31, 2024)	-

InvestCloud got acquired by Motive Partners and Clearlake Capital Group on Feb 02, 2021.

Click here to take a look at InvestCloud's acquisition in detail

InvestCloud has raised a total funding of $78.7M over 6 rounds. Its first funding round was on Aug 27, 2010. InvestCloud has 5 institutional investors.

Here is the list of recent funding rounds of InvestCloud:

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Date of Funding	Funding Amount	Round Name	Post-Money Valuation	Revenue Multiple	Lead Investors	Other Investors
Jan 19, 2017	3586161	Series B	2900948	2068966	1862939	4640771
Sep 14, 2016	7782234	Series B	4185764	9388788	7098223	8144441
Oct 07, 2015	7936620	Series B	4003206	3311498	FTV Capital	9919176

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View details of InvestCloud's funding rounds and investors

The founders of InvestCloud are John Wise, Eric Brock and Michael Smith. Jeff Yabuki is the CEO of InvestCloud.

Here are the details of InvestCloud's key team members:

John Wise: Former Co-Founder & CEO of InvestCloud. They serve on the boards of 2 companies.
Contact Info: 1 email address
Eric Brock: Owner of InvestCloud.
Contact Info: 1 email address
Michael Smith: Co-Founder, EVP, Global Head of Business Development of InvestCloud.
Jeff Yabuki: CEO of InvestCloud.
Contact Info: 2 email addresses

InvestCloud's Board of Directors

InvestCloud's board has 10 active members. John Wise, Richard Garman, Jonathan Bentley, Jack McDonald, J.P. Whelan, Addonisio Addonisio, Bernard Horn, Sal Campo, Colin Close and Richard Garmin are independent board members.

Here is the list of InvestCloud's board of directors:

Name	Type	Representing	Status	Duration
John Wise	Independent board member	-	Current	15y 6m
oxggubn	Independent board member	-	Current	6y 1m
p{anp{v	Independent board member	-	Current	9y 2m
shimi{m	Independent board member	-	Current	1y 2m
fzsvpmr	Independent board member	-	Current	6y 4m
zzvsilk	Independent board member	-	Current	6y 3m
pwvuiye	Independent board member	-	Current	1y 6m
hsjxiqh	Independent board member	-	Current	6y 7m
elvwlnl	Independent board member	-	Current	7y 7m
nqjbiar	Independent board member	-	Current	9y 2m

View details of InvestCloud's Founder profiles and Board Members

InvestCloud's employee count trend

InvestCloud has 586 employees as of Dec 24. The total employee count is 18.0% lower than what it was in Dec 23. Here is InvestCloud's employee count trend over the years:

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Top competitors of InvestCloud include Addepar, KFin Technologies and FNZ. Here is the list of Top 10 competitors of InvestCloud, ranked by Tracxn score:

Rank	Company Details	Short Description	Total Funding	Investors	Tracxn Score
1st	Addepar 2009, Mountain View (United States), Series G	Wealth management solutions for advisors	$759M	WestCap, Valor Equity Partners & 57 others	78/100
2nd	KFin Technologies 2017, Hyderabad (India), Public	App-based platform for investments in mutual funds	$42.1M	Kotak Mahindra Bank & 12 others	75/100
3rd	FNZ 2003, London (United Kingdom), Acquired	Wealth management solutions for asset managers	$2.55B	CPP Investments, Temasek & 12 others	74/100
4th	SEI 1968, Oaks (United States), Public	Wealth and investment management solutions for institutional investors	-	Credit Suisse, Capitala Group	74/100
5th	Wealthy 2015, Bengaluru (India), Series B	Provides digital wealth management and curated investment platforms	$36.8M	Alpha Wave Global, Good Capital & 102 others	73/100
6th	Altruist 2018, Culver City (United States), Series F	Portfolio management software for financial advisors	$602M	Insight Partners, Venrock & 16 others	71/100
7th	Avaloq 1985, Zurich (Switzerland), Acquired	Cloud-based solutions for financial institutions	$301M	Warburg Pincus, BlackRock & 2 others	70/100
8th	Broadridge 2007, Nassau (United States), Public	Provider of tech solution for financial service and customer communication	-	Back Bay Group, Zühlke & 2 others	70/100
9th	Centricity 2022, Gurugram (India), Seed	Digital private wealth management platform for individuals	$24M	Burman Family Holdings, Play Holdings & 34 others	67/100
10th	AdvisorEngine 2014, New York City (United States), Acquired	Wealth management software platform empowering financial advisors with technology and services	$60.1M	WisdomTree, Kirenaga Partners	64/100
33rd	InvestCloud 2010, West Hollywood (United States), Acquired	Investment management solutions for advisors	$78.7M	FTV Capital, Citi Ventures & 3 others	55/100

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Looking for more details on InvestCloud's competitors? Click here to see the top ones

InvestCloud has not made any investments yet. InvestCloud has made 7 acquisitions.

Here is the list of latest three $acquisitions:

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Date of Investment/Acquisition	Type	Company Name	Founded Year	Location
May 05, 2021	Acquisition	Advicent Solutions	1969	Milwaukee (United States)
Jun 10, 2020	Acquisition	RetireUp	2012	Mundelein (United States)
Jun 11, 2018	Acquisition	Rplan	2010	London (United Kingdom)