InvestCloud
PrivateLast Round
Recap
Feb 2, 2021
Est. Valuation
$1B
Total Funding Raised
$48.58M
Momentum
Top 25%
of companies Caplight tracks
Company Overview
InvestCloud is a financial technology company that provides a cloud-native, modular platform for the wealth management industry.
Sector
FinTech
Verticals
Wealth Management, Vertical SaaS, Data Integration, CRM
Business Model
B2B2C
Customer Profile
Subscription SaaS, Services & Consulting, Usage-Based SaaS
AI Layer
Application
Keywords
Historical Pricing
Historical view of private secondary pricing and transaction trends.
InvestCloud Comps
Public and private peers based on sector, stage, and business model.
| Company | Status | Est. Valuation | Rev Multiple |
|---|---|---|---|
| OpenAI | Private | $86.0B | ~40x |
| Cohere | Private | $5.0B | -- |
| Competitor 1 | Public | $XX.XB | XXx |
| Competitor 2 | Public | $XX.XB | XXx |
InvestCloud Funding Rounds
Historical fundraising activity
| Round | Date | Amount Raised | Valuation | Investors | Sources |
|---|---|---|---|---|---|
| Recap | Feb 2, 2021 | ||||
| Strategic | Sep 20, 2016 | ||||
| Growth Equity | Oct 13, 2015 | ||||
| Series A | Oct 11, 2013 |
Key People
Founding team and executive leadership
InvestCloud Investors
Notable investors and investment history
| Investor | Rounds |
|---|---|
| Polaris Capital Management, LLC | Series A |
| Clearlake Capital Group | Recap |
| FTV Capital | Growth Equity |
| Citi Ventures | Recap |
| Kern Whelan Capital | Growth Equity, Series A |
| Accenture Ventures | Recap |
| Altos Ventures | Series A |
Market signals
Structured signals derived from secondary market and firmographic data.
- Mar 4, 2026
Clients represent over 40% of total global assets, totaling $52.8 trillion.
- Jan 1, 2026
Rathbones Group Plc selected Salesforce for client lifecycle management services.
InvestCloud Filings
SEC and related filings with document metadata.
| Typed | Date | Amount Offered | Amount Sold | Filling | Pages | Download |
|---|---|---|---|---|---|---|
Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation | Sign Up to view | Mock Valuation |
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Frequently Asked Questions
Common questions about InvestCloud's valuation, stock price, and market status.