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Security & compliance
The vendor hasn’t added security or compliance details yet.
Digital wealth platform for advisors, asset managers, and banks with client portals and advisor tools.
Pricing
Custom quote
Founded
2010
Team size
1,001-5,000 employees
Headquarters
West Hollywood, CA
At a glance
Best for
Financial Advisors
Pricing model
Custom quote
About InvestCloud
InvestCloud is an AI-driven digital wealth management platform used by advisors, banks, and asset managers across the front, middle, and back office. It offers client-engagement portals, financial planning (NaviPlan), fee billing and revenue management, account services, and operations tooling, supporting over $6 trillion in assets. It targets large financial institutions needing configurable, personalized digital experiences at scale.
Buyer Fit & Positioning
Procurement & Fit
Structured facts from the vendor to help your security, finance, and procurement reviews move faster.
Pricing
Commercial model
Pricing model: Custom quote
Free trial: No
Free plan: No
Contract minimum: Not specified
Procurement
Purchasing & legal
The vendor hasn’t added purchasing & legal details yet.
Fit
Best-fit company size
Company-size fit has not been specified yet.
Implementation & Procurement
Commercial Fit & Ecosystem
Proof, Outcomes & Momentum
Alternatives, Migration & Buyer Objections
Buy through Cubbie
InvestCloud
InvestCloud doesn’t have a live offer on Cubbie yet, but you can still buy it through us. Request it and Cubbie’s procurement team will source pricing, negotiate terms, and set up the purchase for you.
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