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InvestCloud is a cloud-based financial services company that develops high-tech scalable solutions enabling businesses to leverage their existing technologies, applications and processes. It has a library of over 300 hyper-modular apps across numerous functional categories with the options for custom digital experiences and for mass customization.
PRODUCTS & SERVICES
The company provides cloud-based investment management platform.
Dynasty Financial partners
Conifer Financial Services
Private Client Resources (PCR)
Back Office Support Service (BOSS)
VALUATION / MARKET CAP:
$300 M in 2016
DATE OF LAST FUNDING
SEED & PRIOR FUNDING
SEED CLOSED ON
SERIES A · $8.5 M · Oct 2013
SERIES B · $45 M · Oct 2015
SERIES C · $45 M · ---
An undisclosed private equity fund raised in January 2017.
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