Fundraising Fox

InvestCloud

Beverly Hills, US · Founded 2013 · Delaware corporation · 3 known investors

Founders & leadership

InvestCloud was founded in 2013 by John Wise.

JW
John WiseFounder
CC
Colin CloseExecutive

Board

RG
Richard GarmanBoard director
JW
J.P. WhelanBoard director

Investors · 3

FTV CapitalNew York · $10M – $30M
Kern Capital, LLCLarkspur · $5M – $15Mvia Jay Kern · inferred
Motive PartnersNew York · $1M – $10M

Reported raises · per SEC filings

Form D private placements

$70.2M disclosed across 3 rounds · 2015–2017

▶$152.2KraisedJan 2017 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • Colin CloseExecutive Officer, Director
  • J.P. WhelanDirector
  • John WiseExecutive Officer, Director
  • Richard GarminDirector
Offering amount
$152.2K
Amount sold
$152.2K
Minimum investment
$152.2K
First sale
Jan 2017
Incorporated
Corporation, Delaware
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$25MraisedSep 2016 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • John WiseExecutive Officer, Director
  • Colin CloseExecutive Officer, Director
  • J.P. WhelanDirector
  • Richard GarminDirector
Offering amount
$25M
Amount sold
$25M
Minimum investment
$25M
First sale
Sep 2016
Incorporated
Corporation, Delaware, 2013
Federal exemptions
06b
Full filing on SEC EDGAR ↗
▶$45MraisedOct 2015 · 1 investors · Other Technology
Rule 506(b)
Officers, directors & promoters on the filing
  • J.P. WhelanDirector
  • John WiseExecutive Officer, Director
  • Richard GarmanDirector
  • Colin CloseExecutive Officer, Director
Offering amount
$45M
Amount sold
$45M
Minimum investment
$45M
Proceeds to insiders
$13.4M
First sale
Sep 2015
Incorporated
Corporation, Delaware, 2013
Federal exemptions
06b
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

In the news

Alternative Investments Platform Gridline Raises $18.5Mwealthmanagement.com · Jan 2026InvestCloud Insights: Financial Trends, News, and Innovationsinvestcloud.com · May 2025InvestCloud recapitalizes at $1 billion and integrates two new businesses to create a financial technology leader with a SaaS global wealth solutions platform having over $4 trillion in assetsprnewswire.com · Feb 2021InvestCloud, a start-from-scratch Envestnet emulator and Jamie Dimon darling, gets cozier with Apex to better reach RIAs | RIABizriabiz.com · Jul 2017This New York Startup Raised $45M for Changing Companies – AlleyWatchalleywatch.com · Nov 2015InvestCloud Raises $45M in Growth Equity Funding - FinSMEsfinsmes.com · Oct 2015

Frequently asked questions

Who founded InvestCloud?
InvestCloud was founded by John Wise in 2013.
Who are InvestCloud's investors?
InvestCloud's investors include FTV Capital, Kern Capital, LLC, Motive Partners.
How much funding has InvestCloud raised?
InvestCloud has disclosed $70.2M raised across 3 rounds.
Where is InvestCloud headquartered?
InvestCloud is headquartered in Beverly Hills, US.