The Work Index by Flexa

InvestCloud, Inc.

InvestCloud is a global software leader in digital transformation for the wealth management industry.

5.6

/10

Transparency ranking

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Description

InvestCloud is a global leader in digital transformation for the wealth management industry. They offer a scalable, modular technology platform that provides best-in-class digital experiences across the wealth continuum. Their solutions include a comprehensive Digital Wealth suite with features like advisor and client experience portals, financial planning products, and CLM & Onboarding capabilities. In addition, their APL Platform & Network focuses on transforming portfolio management, trade execution, accounting, and performance measurement with their suite of products including Home Office Trading, Rep-Directed Trading, AMC Gateway, Advantage Fee, and Trade Flow.

InvestCloud's mission is to empower wealth management professionals with the tools they need to deliver exceptional client experiences and drive growth. They have a strong track record of innovation and client success and have been recognized as a CNBC World’s Top Fintech Company. With offices worldwide, InvestCloud supports over $6 trillion of assets with over 550 direct clients, including banks, wealth managers, private banks, and asset managers.

Flexibility

InvestCloud emphasizes a global perspective with offices in New York, Los Angeles, London, Geneva, Tokyo, Hong Kong, Singapore, and Sydney, suggesting a potential for international work opportunities. While specific details about remote work policies or flexible schedules aren't provided in the available content, the company's global reach and commitment to a diverse and talented team may indicate a willingness to accommodate flexible work arrangements.

Mission

InvestCloud is a global leader in digital transformation for the wealth management industry, offering a scalable, modular technology platform that provides best-in-class digital experiences across the complete wealth continuum. They aim to empower financial professionals and companies to expand their capabilities and deliver advanced services to their clients by streamlining operations, driving engagement, and fostering a seamless, personalized experience.

Automation
Data-driven
Disruptor

Culture

InvestCloud fosters a culture of innovation, entrepreneurship, and global collaboration. They value fresh perspectives and seasoned experience, attracting a diverse team of individuals who are passionate about driving digital transformation in the financial services industry. Their employees are empowered to think creatively and contribute their unique skills and talents, while working together across various global locations to achieve shared goals.

DE&I

InvestCloud emphasizes the value of diverse perspectives, combining fresh ideas with seasoned experience. Their workforce reflects this commitment, comprising entrepreneurs, operators, and artists from various backgrounds. They maintain a global outlook, operating from offices in New York, Los Angeles, London, Geneva, Tokyo, Hong Kong, Singapore, and Sydney, fostering a culture that values inclusivity and collaboration.

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