InvestCloud, Inc.

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.