Designers, Financial Software Engineers, & Cloud Operators

Recently Released!!!
Date Published: September 10, 2015
Summary Power Point Deck: 24 Slides
Reference Power Point Deck: 65 Slides

InvestCloud was founded by John Wise, Colin Close, Michael Smith, Jules Bowden, & Vicent Sos in 2010 and is based in Los Angeles, CA. The company has 6 offices, 120 employees, 639 institutional clients, 130,000 users, & $1.4 trillion assets under administration. The company is led by its CEO John Wise & President Colin Close. Its web site can be found at

InvestCloud's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Stealth Phase
  • Joint Venture & Launch Phase
  • Strategic Acquisition Phase
  • Maturization Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, institutional clients, users, assets under administration, revenues, & net profits.

Its profile includes detailed outlines of its core services, including:

  • Interactive Data Repository (IDR) Warehouse
  • Applet Store
  • Portal Design Services
  • Play My Millions
And its profile concludes with the highlights of its organizational structure & ownership.
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