InvestCloud is a design and software engineering company that specializes in SaaS and BPaaS solutions for the financial industry.
InvestCloud offers financial applets, including LightPort, a client portal service for advisors and asset managers; dubbed Emerald that provides portfolio management, trading, accounting, payments, and fee management solutions for robo advisers and hybrid wealth managers; and XRay[Apps], an portfolio management solution.
InvestCloud was founded in 2010 & is headquartered in Los Angeles with additional offices New York, New York; and Odessa, Florida. InvestCloud, Inc. operates as a subsidiary of The Conifer Group, LLC.
InvestCloud also offers InvestCloud Gray, a financial application that digitizes client interactions; and InvestCloud Neon that enables wealth managers and financial institutions to automate trading, accounting, and middle-office workflows.
InvestCloud platform supports over $1.7 trillion of assets across 700 diverse clients – from wealth managers, institutional investors & institutional asset managers to family offices, asset services companies, financial platforms & banks.
InvestCloud's platform supports hedge funds, wealth managers, family offices, prime brokers, fund administrator, custodians, asset manager, and fund of funds.
InvestCloud's investors include JP Morgan Chase & Co., Altos Ventures, & FTV Capital among others. The company has acquired Babel Systems, LightPort & rplan to date.