InvestCloud News and Activities
Presence
InvestCloud provides digital platforms for financial services. Its products support portfolio management, client portals, planning, and investment operations for wealth managers, asset managers, banks, and advisers.
InvestCloud products and services overview:
- Wealth management
- Client portals
- Financial planning
- Portfolio management
- Investment operations
- Data analytics
Revenue: ~$100 million
Employees: 800
Headquarters: Los Angeles, United States (USA)
InvestCloud is one of the...
They are in:
- Financial Services50%
- Software50%
Executives
View the org chart displaying its 18 main executives
Most searched biographies at InvestCloud
- Jeffery Yabuki, Chairman of the Board and Chief Executive Officer
- Richard Lumb, Director
- Doug Smith, Director
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Financial Services
InvestCloud has 4,130 competitors including Fidelity (United States (USA)), USAA (United States (USA)) and American Express (United States (USA)).
Popular M&A news in Financial Services
- Kaspi.kz has announced the acquisition of Rabobank Turkey (posted on June 24 2026).
- Chronograph has just announced a $140 Million fundraising (posted on June 19 2026).
- American Express has announced the acquisition of TheFork (posted on June 19 2026).
Popular contacts in Financial Services
News
Press releases by InvestCloud
Social media about InvestCloud
- InvestCloud on Wikipedia, Google News & Yahoo Finance
- InvestCloud on LinkedIn, X (Twitter) & YouTube
