

InvestCloud is the connected wealth technology company powering the next era of investing. InvestCloud brings together data, insights, and access across wealth management – enabling operations to be more streamlined, advice to be more personalized and portfolios to be more diversified. InvestCloud supports the front and middle office through our intelligent advisor-client ecosystem, industry-leading managed account platform, and revolutionary network unlocking private markets at scale to deliver smarter, more meaningful client outcomes.