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.



  • Year founded: 2010
  • Funding Info: $54.1M in 4 funding rounds (Last funding type: Private Equity)- InvestCloud has also acquired Babel Systems, LightPort & rplan to date.
  • Yearly Revenue: NA
  • Employee Size: 201-500
  • Business Valuation: NA
  • City/Town: West Hollywood
  • State: California
  • Country: United States
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