Investcloud
InvestCloud is a financial technology company that provides a digital platform for asset and wealth management, empowering investors and managers to achieve better returns and streamline their financial planning processes.
Investcloud Overview
Investcloud Funding Rounds
Round | Date | Amount Raised | Valuation | Investors | Sources |
---|---|---|---|---|---|
Buyout/LBO | 2/1/2021 | ||||
Series C | 12/27/2017 | ||||
Series B2 | 1/24/2017 | ||||
Series B | 10/7/2015 | ||||
Series A | 10/11/2013 | ||||
Seed Round | 8/27/2010 |
Investcloud 409a Valuations
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Investcloud Filings
Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
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Latest Investcloud News
WealthStack Roundup: Cheryl Nash Returns To Role Leading Investcloud's APL
Wealth ManagementOctober 4, 2024
WealthStack Roundup: Cheryl Nash Returns To Roll Leading Investcloud's APL
Wealth ManagementOctober 4, 2024
InvestCloud Announces Redesign, New Strategic Direction
Wealth ManagementOctober 1, 2024
InvestCloud Sets Its Sights On Enabling a Smarter Future for Wealth Management
Business WireOctober 1, 2024
Ex-InvestCloud CEO John Wise merges data startup with S&P's Fincentric division
Citywire RIAAugust 16, 2024