Sign Up Today and Learn More About InvestCloud Stock
Invest in or calculate the value of your shares in InvestCloud or other pre-IPO companies through EquityZen's platform.
InvestCloud Stock
InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions.
About InvestCloud Stock
Founded
2010
Headquarters
West Hollywood, CA, US
Industries
InvestCloud empowers investors and managers with a single version of the integrated truth through its unique digital platform. Today the InvestCloud platform supports over $1.7 trillion of assets across 670 institutional customers. InvestCloud creates custom solutions for better decision-making. From Client Communications (Client Portals and Reports) and Client Management (Advisor Portals and CRM) to Digital Warehousing, Data Analytics and Accounting, InvestCloud offers first-class digital investment platforms for successful investing that are rapid to deploy and hyper-modular. Customer segments include wealth managers, institutional investors, asset managers, family offices, asset services companies, financial platforms, and banks. Unleash your data potential.
InvestCloud Press Mentions
Stay in the know about the latest news on InvestCloud
OneVest Bolsters its North American Sales Team with the Addition of Wealthtech Veterans from InvestCloud and FNZ
businesswire • May 23, 2024
After three years -- and $2.5 billion -- trying to make an Envestnet killer out of InvestCloud, Motive Partners goes owner ...
riabiz • May 04, 2024
Self-learning digital interface
patents • Apr 14, 2024
InvestCloud’s C-Suite Looks to Next Chapter
labusinessjournal • Apr 08, 2024
InvestCloud installs former Fiserv chief Yakubi as CEO
finextra • Apr 08, 2024
InvestCloud Management
Leadership team at InvestCloud
Co-Founder and Chief Executive Officer
John Wise
Founder, EVP, President
Michael A. Smith
Join now and verify your accreditation status to gain access to:
- InvestCloud current valuation
- InvestCloud stock price
- Available deals in InvestCloud and all other companies
- Deal offering documents
- EquityZen's proprietary data and insights, including
- Cap tables, which include funding history by Share Class and Liquidity Preferences
- Company Highlights
- Business Model
- Risk Factors
How to invest in InvestCloud stock?
Accredited investors can buy pre-IPO stock in companies like InvestCloud through EquityZen funds. These investments are made available by existing InvestCloud shareholders who sell their shares on our platform. Typically, these are early employees who need to fund a life event – house, education, etc. Accredited investors are then offered the opportunity to invest in this stock through a fund, like those used by hedge funds serving large investors. While not without risk, investing in private companies can help investors reach goals of portfolio diversification, access to potential growth and high potential return. Learn more about our Guided Investment process here.
How to sell InvestCloud stock?
Shareholders can sell their InvestCloud stock through EquityZen's private company marketplace. EquityZen's network includes over 310K accredited investors interested in buying private company stock. Learn more about the easy and guided Shareholder process here.
If I invest, how do I exit my investment?
There are two ways to exit your private company investment on EquityZen's marketplace. The first is if the company has an exit event like an IPO, merger or acquisition. In that case, we will distribute the shares and/or cash to you directly. The second way is through an Express Deal on EquityZen, if eligible. An Express Deal allows you to sell your allocation of private shares in a given private company to another investor on EquityZen's marketplace. More information on Express Deals can be found here and exit information can be found here.
Why choose EquityZen?
Since 2013, the EquityZen marketplace has made it easy to buy and sell shares in private companies. EquityZen brings together investors and shareholders, providing liquidity to early shareholders and private market access to accredited investors. With low investment minimums through our funds and with more than 41K private placements completed across 450+ companies, EquityZen leads the way in delivering "Private Markets for the Public."
