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October 7-8, 2025
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InvestCloud, Inc.

Profile

InvestCloud, a global leader in wealth technology, aspires to enable a smarter financial future. Driving the digital transformation of the wealth management industry, the company serves a broad array of clients representing more than 40 percent of the $132 trillion of total assets globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. By equipping and enabling advisers and their clients with connected technology, enhanced intelligence, and inspired experiences, InvestCloud delivers leading digital wealth management and financial planning solutions, complemented by a dynamic data warehouse, which scale across the complete wealth continuum.