InvestCloud Stock

investcloud.comFinTech / FinTech softwareFounded: 2020Funding to Date: $133.15MM

InvestCloud is a developer of digital platforms designed to enable the development of financial solutions pre-integrated into the Cloud.

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Team

Management Team

Rebeca Sarmiento
Chief Financial Officer
Vincent Sos
Chief Architectural Officer & Co-Founder
Jason Nicholls
Chief Data Officer
Julian Bowden
Chief Technology Officer & Co-Founder
Mark Trousdale
Chief Marketing Officer & Executive Vice President of Digital Warehouse, Aggregation, Analytics & Reporting (DWAAR) Division
Michael Smith
Institutional Sales & Co-Founder
John Wise
Co-Founder, Chief Executive Officer & Chairman
Yaela Shamberg
Co-Founder and Chief Product Officer
Colin Close
Co-Founder, Board Member and President

Board Members

John Wise
Richard Garman
J.P. Whelan JD
Kern Whelan Capital
Colin Close

InvestCloud stock FAQs

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Can you buy InvestCloud stock?

As InvestCloud is not publicly traded, purchasing its stock is not available to everyone. To buy the stock of a private company like InvestCloud, you must be an accredited investor. If you meet the accreditation criteria, you can register for Forge’s Secondary Marketplace to buy private market stock. If you are not an accredited investor, discover how to begin the process to potentially qualify for new investment opportunities.
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How to buy InvestCloud stock?

To invest in a private company like InvestCloud through Forge, you must first qualify as an accredited investor. (Learn more about the accreditation process.)
  1. Create a free account to access Forge’s marketplace.
  2. Express your interest in specific investments. Within Forge Markets, you will find detailed pricing and financing information for thousands of private companies.
  3. Throughout this process, a dedicated Forge Private Market Specialist will be available to address any questions you may have and to guide you seamlessly through each step of the transaction.
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Can you sell InvestCloud stock?

Yes, you may be able to sell your InvestCloud stock, subject to certain conditions. Forge can help you facilitate the sale of your stock in a manner that aligns with your needs and the company's interests. If you are looking for liquidity, register with us today to begin the process. A dedicated Forge Private Market Specialist will be available to address any questions you may have along the way.
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How to sell InvestCloud stock?

If you hold private company shares of - whether as an employee or an early investor - Forge can help you sell them.
  1. Create a free Forge account, this will give you access to Forge’s marketplace and to one of our experienced Private Market Specialist to answer any questions you might have.
  2. Indicate your interest to sell your InvestCloud stock on our platform.
  3. Work with your dedicated Private Market Specialist who'll help guide you through every step of the transaction.
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Is InvestCloud a public company?

No, InvestCloud is a privately held company and is currently not publicly traded on any stock markets including NYSE or NASDAQ.
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What is InvestCloud’s stock price?

InvestCloud is a privately held company and therefore does not have a public stock price. However, you may access InvestCloud’s private market stock price with Forge Data.
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What is InvestCloud’s stock ticker symbol?

InvestCloud does not have an official ticker symbol because this company is not currently publicly traded.
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Can institutional investors buy and sell private market stocks?

Yes. As one of the largest trading platform for the private market, Forge helps institutional investors seek liquidity as they buy and sell private stock for their portfolios or their clients. Our private market specialists have decades of experience working with institutional firms. Learn more or register today to get started.
InvestCloud, a global leader in digital transformation, today announced it is partnering with Ameriprise Financial (NYSE: AMP) to offer personalized financial advice to users of its corporate financial wellness and life-planning solution, Pink.
Financial Management: Fintech firm InvestCloud launches Wealth Advisor Platform by Japan's largest bank, MUFG.
Alessandro Tonchia explains why it’s time for private banks to catch up with their retail counterparts when it comes to automation technology
Los Angeles based Fintech InvestCloud completes recapitalization, wealth platform now valued at $1 billion.
Updated on: Jul 26, 2024

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Public news articles listed on this page have been curated by Forge based on several factors including, but not limited to, product updates, changes in organization structure, funding rounds, third-party valuations, and key personnel changes. Changes to this list of articles can be made at any time without notice and should not be relied upon for investment purposes. Forge does not verify the accuracy of the information contained in public news articles.