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.
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 Limited, founded in 2010 and based in Altrincham, United Kingdom, specializes in client engagement technology tailored for digital financial propositions. The company's offerings include modern, API-based, and cloud-native solutions designed to meet the needs of a regulated and international marketplace. By enabling fund and asset managers to digitize their existing client bases, rplan supports the advancement of their digital strategies and facilitates multi-channel distribution. As of June 2018, rplan operates as a subsidiary of InvestCloud, Inc., further enhancing its capabilities in providing clear and unbiased financial information for clients to make informed decisions.
Babel Systems
Acquisition in 2017
Babel Systems Limited, founded in 2008 and based in Benfleet, United Kingdom, specializes in designing, implementing, and supporting innovative trading and financial technologies. The company's flagship product is a web-based modular platform that facilitates automated real-time processing of equities, bonds, and funds. This platform allows clients, including online trading providers, stockbrokers, and wealth managers, to select specific components tailored to their operational needs and scale the solution as necessary. Babel Systems offers a comprehensive suite of modules encompassing order processing, settlement, custody, accounting, compliance, and portfolio management, ensuring that users can efficiently manage their operations while adhering to regulatory requirements. The company's modern approach to securities processing sets it apart from traditional solutions, enabling clients to simplify complex workflows and improve overall operational efficiency. As a subsidiary of InvestCloud, LLC, Babel Systems continues to evolve its offerings to meet the demands of a highly regulated financial landscape.
Lightport
Acquisition in 2011
LightPort is a prominent provider of cloud-based client reporting solutions tailored for independent advisors and money managers seeking customized and branded client experiences. As the largest provider of cloud reporting services in this sector, LightPort was a pioneer in 1999, becoming the first to offer secure document reporting over the web to advisors using the Advent platform. In 2003, the company further expanded its services by introducing data-driven reporting, solidifying its position as one of the early cloud service providers in the advisor market. The web-based application platform enables clients to navigate complex systems and asset management processes securely, ensuring compliance with regulatory standards.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at
support@teaserclub.com. Your feedback is most welcome.