Point your AI agent at freehire and let it find you a job.

Get the CLI →

InvestCloud

Provides digital technology platforms for wealth and asset management.

H-1B sponsor history — This employer has had H-1B petitions approved by USCIS in the last five fiscal years, per the USCIS H-1B Employer Data Hub. The approval belongs to the employer and is not a commitment to sponsor this role.
Discussion
fintechinsurancesoftware-developmenttechnology-consultingwealth-management

Company facts

Founded
2010
Employees
1,200
Headquarters
United States
CEO
Jeff Yabuki
Type
Private
Funding
Private Equity · $1B · 2021
Subsidiaries
Tegra118, Finantix, Advicent

About

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. In terms of scale, the company’s clients represent more than 40 percent of the $132 trillion of total assets globally. As a leader in delivering personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), the company is committed to the success of its clients. By equipping and enabling advisors and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum. In 2024, InvestCloud was named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success. Headquartered in the United States, InvestCloud serves clients around the world.

34 jobs

Tailor your CV for this role?

We couldn't check your fit for this role — add a CV to your profile to see it next time.

A new version of freehire is available