InvestCloud Stock

InvestCloud is a global company specializing in digital platforms that enable the development of financial solutions.

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About InvestCloud Stock

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.

Funding History

August 2010$480K
October 2013$8.6M
October 2015$45.0M


Co-Founder and Chief Executive Officer

John Wise

Founder, EVP, President

Michael A. Smith

Chief of Staff

Fiona Francois

Chief Technology Officer & Co-Founder

Julian Bowden

Co-Founder & CIO

Vincent Sos

Chief Product Officer & Co-Founder

Yaela Shamberg

Vice President Of Software Development

Dan Santner

Senior Sales Executive

Steven Skavdahl

Chief Marketing Officer

Mark Trousdale

Board Member

Richard Lumb

Head of Strategy, Private Banking & Wealth

Alessandro Tonchia

Co-Founder and President

Colin Close

CEO Financial Supermarkets Division

Cheryl Nash

Chief Operating Officer

Nicole Nakashian

Director, Strategic Programs

Heather Matthews

Co-Chief Information Officer

Anthony Perkins

President, Mid-Market Division

Peter Hess

Sales & Marketing Executive

Anthony Stich

Board of Director

Richard Garman

Product Manager

Amanda Fisher

Chief Corporate Development Officer

J. P. Whelan


socaltech - Feb, 9 2023

InvestCloud Ties With 55ip

finextra - Nov, 3 2021

InvestCloud unveils InvestCloud X

socaltech - Nov, 1 2021

InvestCloud Launches New Products

finextra - May, 12 2021

InvestCloud bags deal with MUFG

computerweekly - Mar, 6 2019

The fintech interview: Part 8 InvestCloud

marketsmedia - Mar, 6 2019

Why RIAs Need Digital Transformation

wealthmanagement - Sep, 21 2018

Building cloud-based tools of the future

businesstoday - May, 29 2018

Are Robots Rocking Your Boat?

infoworld - May, 29 2018

Dawn of intelligent applications

funds-europe - May, 29 2018

DIGITAL: Fund management on the go

americanbanker - May, 29 2018

InvestCloud acquires Babel Systems for $20M

strictlyvc - Feb, 17 2017

StrictlyVC: October 13, 2015

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