InvestCloud

New York, New York, USA
350 Total Employees
Year Founded: 2010

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Innovators with a passion for design and collaboration

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across 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 leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.


InvestCloud Offices

Hybrid Workspace

Employees engage in a combination of remote and on-site work.

Typical time on-site: Not Specified
New York, New York, USA

Technology We Use

ASP.NET
ASP.NET
FRAMEWORKS
C#
C#
LANGUAGES
Java
Java
LANGUAGES
JavaScript
JavaScript
LANGUAGES
jQuery
jQuery
LIBRARIES
Oracle
Oracle
DATABASES
PostgreSQL
PostgreSQL
DATABASES
Python
Python
LANGUAGES
Redis
Redis
DATABASES
SQL
SQL
LANGUAGES
Xamarin
Xamarin
FRAMEWORKS
HTML
HTML
LANGUAGES
CSS
CSS
LANGUAGES
CouchDB
CouchDB
DATABASES
SOLR
SOLR
DATABASES