Company Founded: 2010, West Hollywood, CA

Product Name:

InvestCloud Blue

Launch Date:


Questions for Company:

What Does it do?
Empowers wealth managers to build and maintain intuitive and responsive client relationships.

How will your product or service advance the wealth management experience or industry?
With InvestCloud Blue, client engagement, advice, reporting and management are digitized in cloud-based apps. This allows wealth managers to get a whole view of their clients – instantaneously and at scale – providing unparalleled client service that is involved, intuitive and individualized.

What makes it better than all its competitors?

InvestCloud is different from all other FinTech providers by its proprietary and patented technologies, namely: 1) Programs Writing Programs (PWP), which enables designers and business analysts to do the work of 50 programmers; and 2) InvestCloud's Digital Warehouse, which aggregates and manages both structured and unstructured data for a single version of the integrated truth, with a time dimension.

Five word mantra or summary?
InvestCloud: The Digital Platform for Money Owners and Money Managers.


Contact us for more information.


Yaela Shamberg
Yaela Shamberg

Head of Product


John Wise
Colin Close
Michael Smith
Vincent Sos
Julian Bowden
Yaela Shamberg

Key Customers:

Contact us for more information.

Key Investors:

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July 11-12, 2017, New York City


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