InvestCloud
InvestCloud is a prominent provider of digital financial services, focused on transforming the wealth management industry through innovative technology. The company offers a comprehensive platform that supports asset management and wealth management, catering to a diverse range of clients, including wealth and asset managers, banks, and financial advisors. Its solutions are designed to enhance investment knowledge and facilitate effective financial planning, enabling users to achieve higher returns on investments. InvestCloud's commitment to personalization and scalability is evident in its advisory programs, which include unified managed accounts and separately managed accounts. By equipping financial advisors and their clients with advanced technology and data-driven insights, InvestCloud aims to deliver superior digital wealth management experiences. Headquartered in the United States, the company serves a global clientele, representing a significant portion of the world's total assets. In recognition of its leadership in the fintech space, InvestCloud was named one of CNBC's World’s Top Fintech Companies in 2024.
Top Stages
4 past transactions
Advicent Solutions
Acquisition in 2021
Advicent Solutions is a provider of software-as-a-service (SaaS) technology solutions tailored for the financial services industry. The company specializes in financial planning software that supports financial professionals in delivering advice and managing the financial planning process. Its product offerings include tools for financial planning, goals assessment, and web-enabled marketing communications. These solutions are utilized by thousands of financial professionals, including many of the world's largest financial institutions, to enhance their services and foster client engagement, ultimately aiding in the understanding and management of their clients' financial futures.
rplan
Acquisition in 2018
rplan Limited is a technology company founded in 2010 and headquartered in Altrincham, United Kingdom. It specializes in developing client engagement technology designed to enhance digital investment propositions. The company's solutions are modern, API-based, and cloud-native, catering to the needs of fund managers and asset managers in a regulated international marketplace. rplan's technology enables these financial institutions to digitize their retail client interactions and advance their digital strategies to support multi-channel distribution. As of June 2018, rplan operates as a subsidiary of InvestCloud, Inc., further expanding its capabilities in the financial technology sector.
Babel Systems
Acquisition in 2017
Babel Systems Limited is a British company specializing in the design, implementation, and support of advanced financial technologies for trading and securities processing. Founded in 2008 and headquartered in Benfleet, the company offers a modular, web-based platform that automates real-time processing of equities, bonds, and funds. This platform allows clients, including online trading providers, stockbrokers, and wealth managers, to customize their solutions by selecting specific components to meet their operational needs. Babel Systems provides a comprehensive suite of modules, including order processing, settlement, custody, accounting, compliance, and portfolio management, facilitating regulatory compliance and streamlining complex processes. With a strong focus on the financial industry, Babel Systems aims to deliver reliable technology that supports its clients in navigating a highly regulated marketplace.
Lightport
Acquisition in 2011
Lightport is a prominent provider of cloud-based client reporting solutions tailored for independent advisors and money managers seeking a customizable and branded client experience. Established in 1999, the company pioneered secure document reporting over the web for advisors utilizing the Advent platform. By 2003, Lightport expanded its services to include data-driven reporting, solidifying its position as a leading cloud service provider in the advisory market. The company operates a web-based application platform that simplifies complex systems and asset management for clients, ensuring a secure and compliant environment for their operations.
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