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InvestCloud
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 LowHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. West Hollywood, California, United States Founded 2010 1001-5000 employees For Profit
Enabling clients, advisors and their customers through connected technology, enhanced intelligence, and inspired experiences.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
4
Monthly Visits
Available in Pro Contacts
760
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
- Valuation range
- $100M to $500M
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 86
- Mobile apps
- 1
- Active products
- 22
- IT spend
- $73M
Company Info
- Founded
- 2010
- Employees
- 1001-5000
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- Founders
- 7
- News articles
- 133
- Events
- 28
- HQ
- West Hollywood, California, United States
- Region
- Greater Los Angeles Area, West Coast, Western US
- Diversity spotlight
- Hispanic / Latine Founded; Women Founded
Signals & Scores
- Heat score
- Low
- Growth score
- Low
- Trend (7d)
- -0.3
- Trend (30d)
- 1.7
- Trend (90d)
- 4.1
- Last leadership hire
- Aug 8, 2025
- Last layoff mention
- Mar 9, 2026
Acquisitions by InvestCloud
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Key People at InvestCloud
Chief Executive Officer
Co-Founder and Chief Executive Officer
President, Mid-Market Division
Product Manager
CEO Financial Supermarkets Division
Co-Founder, EVP, Global Head of Business Development
Chief Revenue Officer
Vice President Of Software Development
Co-Chief Information Officer
Chief Operating Officer
Co-Founder and President
Sales & Marketing Executive
Chief Technology Officer & Co-Founder
Director of Product Management
Chief of Staff
Co-Founder & CIO
President and CFO
COO / Private Markets Network
Head of Strategy, Private Banking & Wealth
Chief Corporate Development Officer
COO of APL
Chief Product Officer & Co-Founder
Senior Sales Executive
Chief Marketing Officer
760
professional contacts at InvestCloud
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