InvestCloud, Inc.

Technology Providers (Platform Innovation)

Headquartered in Los Angeles, InvestCloud empowers investors and managers with a single version of the integrated truth through its unique digital platform. Today the InvestCloud platform supports over $1.7 trillion of assets across 670 institution al customers. InvestCloud creates custom solutions for better decision-making. From Client Communications (Client Portals and Reports) and Client Management (Advisor Portals) to Digital Warehousing, Data Analytics and Accounting, InvestCloud offers first-class digital investment platforms for successful investing that are rapid to deploy and hyper-modular apps. Customer segments include wealth managers, institutional investors, asset managers, family offices, asset services companies, financial platforms and banks.


The InvestCloud Innovation Center

InvestCloud Inc. opened its first financial technology accelerator and incubator in March 2017, the InvestCloud Innovation Center, at its Pacific Design Center headquarters in Los Angeles.

The InvestCloud Innovation Center enables teams from bank s, wealth managers and other financial services firms to undertake ‘ residences ’ to accelerate the development of new apps through access to InvestCloud ’ s full technology platform, in collaboration with a team of InvestCloud mentors. Residences are also available to FinTech startups looking to build their businesses using the InvestCloud platform.

The Innovation Center echoes InvestCloud ’ s beginnings in a Californian garage, when a team of six designed, built and shipped its first product, PlayMy Millions, in just six months. Teams working at the InvestCloud Innovation Center will follow this approach , increasing the speed of delivery for digital projects and enabling large financial institutions to work with the flexibility of a startup, while affording massive technology leverage to startups and established firms alike.

The new 10,747-foot Innovation Center in Los Angeles has capacity for fifteen teams, consisting of no more than six participants each. Further Innovation Center s are opening in New York and Soho, London later in 2017.

Participants will ‘ show and tell ’ their work on a weekly basis to demonstrate progress to InvestCloud and their own organization. Companies working at the Center can also create sub- teams from their own organization, or utilize InvestCloud ’ s staff and external partners.

The Innovation Center will also undertake research and investigation projects into the behaviors of high-net-worth individuals and other audience segments duri ng their customer journey. This insight will be shared with participating organizations to better inform the creation of customer experiences.

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Key Business Leader

John Wise
CEO, Chairman and Co-Founder

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