InvestCloud, Inc.
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InvestCloud, Inc. - overview
Established
2010
Location
Beverly Hills, CA, US
Primary Industry
Software
About
Founded in 2010 and based in Hollywood, California, Investcloud, Inc. is a cloud-based software provider, specialising in financial tools. The firm offers its products to corporate clients and has a variety of packages to assist customers. Indeed, the colour coded product offering contains 5 main product lines: InvestCloud Blue, which offers communication tools, CRM and content management facilities and helps companies to interface with clients.
InvestCloud Orange, which enables sales & marketing and provides inventory management and analytics capabilities. InvestCloud Black which is designed for asset or wealth managers and provides portfolio metrics pertaining to risk, liquidity and performance. InvestCloud Green is also aimed at portfolio managers and enables trade processing, portfolio analytics and accounts’ reconciliations. The latest software suite, InvestCloud White, provides market intelligence, research and news.
The firm provides its products in a SaaS model and in early 2021 was the subject of a substantial recapitalization, making the company a unicorn. It also absorbed Finantix and Tegra118 Wealth Solutions, two competitors which will further add to InvestCloud’s software suite.
Current Investors
Accenture (UK), Clearlake Capital Group, Fiserv, Inc.
Primary Industry
Software
Sub Industries
e-Financial, Customer Relationship Management, Accounting/Finance Software
Website
www.investcloud.com
Verticals
Cloud Computing, FinTech, FinTech, FinTech, Mobile Apps
Company Stage
Recapitalisation
Total Amount Raised
Subscriber access only
InvestCloud, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on, Trade Sale | Completed | Advicent Solutions LP | - |
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