InvestCloud, Inc.

With $9 trillion in assets on its platforms, InvestCloud is enabling a smarter future for wealth management through innovative solutions for client and advisor engagement, managed accounts, and private markets. Its solutions enable AI-powered digital experiences for advisors and their clients that are connected and inspired. Through its unparalleled managed accounts platform and expertise, InvestCloud connects many of the world’s largest wealth and asset managers with more than $4.2 trillion in assets, and over 11 million managed accounts and 4.7 million active models. The industry’s first AI-native, rules-based private markets network, Altic™ from InvestCloud, enables private market transactions across managed accounts at scale. Recent InvestCloud innovations include SMARTAI to enable AI-powered capabilities across its platforms, and PM+™, to enable public and private market assets as part of the same managed accounts portfolio. In 2026, InvestCloud was recognized as a CNBC World’s Top Fintech for the second time in three years, one of America’s Greatest Places to Work by Newsweek for Trust, and a second recognition from Newsweek for Perks & Benefits. Its innovations have recently been recognized by Datos Insights, MMI/Barron’s, and WealthBriefing. The company is based in New York and serves clients worldwide.