InvestCloud

InvestCloud is the global software leader in digital transformation for the wealth management industry, and the US leader for personalization and scale across Advisory programs including unified managed accounts (UMA) and separately managed accounts (SMA). Named a World's Top Fintech Company by CNBC, InvestCloud today supports over $6 trillion of assets with over 550 direct clients, including banks and wealth managers, private banks, and asset managers. Headquartered in Los Angeles, InvestCloud has over 20 global offices including New York, London, Geneva, Singapore and Sydney, supporting trillions in assets across hundreds of diverse clients – from the largest banks in the world to wealth managers, asset managers and asset services companies.