InvestCloud, a global leader in wealth management technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad range of clients globally, including wealth and asset managers, wire companies, banks, RIAs and insurers. In terms of scale, the company’s clients represent more than 40% of the world’s $132 trillion in total assets. As a leader in the customization and scalability of 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 cutting-edge digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which extend to the entire heritage continuum. In 2024, InvestCloud was named CNBC World’s Top Fintech Company, a testament to the company’s commitment to innovation and customer success. Headquartered in the United States, InvestCloud serves clients around the world.
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