Company profile: InvestCloud
1.1 - Company Overview
Company description
- Provider of wealth technology enabling digital transformation for wealth management, serving Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. Solutions include UMA/SMA portfolio management (trade execution, accounting, model management, performance measurement), digital client and advisor experiences, and APL for portfolio management, accounting, and trading.
Products and services
- APL: Enterprise-grade APL platform offers portfolio management, accounting, and trading capabilities, with integration for asset managers, and supports over $2 trillion of assets
- Digital Client and Advisor Experiences: Modular experiences architect front-office wealth management systems, enhancing interaction between clients, advisors, and firms through connected technology, enhanced intelligence, and inspired experiences
- UMA/SMA Portfolio Management: Institutional-grade service engineers unified and separately managed account administration with trade execution, accounting, model management, and performance measurement
Key contacts
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Financial details
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1.2 - Competitors and similar companies to InvestCloud
Next Gate Tech
HQ: Luxembourg
Website
- Description: Provider of SaaS for asset management that transforms fund industry operations by harmonizing data to enable intelligent, fully automated processes. Offers machine learning-driven automated data management, smart analytics and insights (NAV oversight, ESG analysis, risk metrics), anomaly detection on time series, and a web-based dashboard and workflow—enhancing efficiency, reducing risk, and driving cost savings.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
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- Total funding raised: $●●●m
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CleanCapital
HQ: United States
Website
- Description: Provider of an online marketplace that accelerates clean energy by enabling accredited individuals—including institutional investors, family offices, and investment funds—to invest in secure, diversified clean energy projects and monitor investments in real time, while offering developers access to capital.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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- Acquisitions: ●●
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Altvia
HQ: United States
Website
- Description: Provider of web-based software solutions for private equity, translating data into intelligence for alternative asset fund managers, institutional and impact investors. Offers AIM CRM for data management, deal flow, and investor relations; ShareSecure secure investor portal and virtual data room; Answers business intelligence tool; and deal flow management to track and report investment pipelines.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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Living Wealth
HQ: Canada
Website
- Description: Provider of a digital engagement platform exclusively designed and built to help deepen the relationship between wealth advisors and their most valued clients.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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The Motley Fool
HQ: United States
Website
- Description: Provider of multimedia financial services, including websites, books, newspaper columns, TV appearances, newsletters, and subscription investment offerings such as Stock Advisor and Epic, delivering monthly stock recommendations, detailed company analysis, model portfolios, analytics, portfolio optimization tools, exclusive podcasts, and financial data.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full The Motley Fool company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for InvestCloud
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to InvestCloud
2.2 - Growth funds investing in similar companies to InvestCloud
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4 - Top valuation comps for InvestCloud
4.2 - Public trading comparable groups for InvestCloud
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