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InvestCloud

is a California-based SaaS platform that provides solutions such as cash flow planning and client relationship management for the financial industry... Read more

Overview Competitors Acquisitions Funding News & Insights

InvestCloud

is a California-based SaaS platform that provides solutions such as cash flow planning and client relationship management for the financial industry... Read more

Chairman & CEO

Jeffery W. Yabuki

CEO Approval Rating

83/100

2010

West HollywoodCalifornia

Los Angeles Metropolitan Area

PrivateAcquired by Motive Partners Holdings, L.P.

Software, Internet & Computer Services

6282 NAICS listing

https://www.investcloud.com/

Est. Annual Revenue

$100-500M

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Est. Employees

500-1.0K

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News

InvestCloud partners with Apollo to expand private markets access

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