InvestCloud, Inc.
700 N San Vicente Blvd, Suite G605,
Hollywood, 90069, CA,
United States
Hollywood, 90069, CA,
United States
1 888-800-0188
Banking and Financial Services
InvestCloud, Inc. Technographics
InvestCloud, Inc. Technographics, Software Purchases, AI and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by InvestCloud, Inc. and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 InvestCloud, Inc. employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that InvestCloud, Inc. has purchased the following applications: Sage Intacct for ERP Financial in 2015, UKG Pro Recruiting (ex UltiPro Recruiting) for Recruiting, Applicant Tracking System in 2020, Google Workspace (Formerly Google G-Suite) for Collaboration in 2013 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems InvestCloud, Inc. is running and its propensity to invest more and deepen its relationship with Sage , UKG , Google or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing InvestCloud, Inc. revenues, which have grown to $50.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for InvestCloud, Inc. intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
InvestCloud, Inc. Tech Stack and Enterprise Applications
InvestCloud, Inc. ERP
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Sage | Legacy | Sage Intacct | ERP Financial | ERP | n/a | 2015 | 2015 |
In 2015, InvestCloud, Inc. implemented Sage Intacct as its ERP Financial application to centralize core finance activities. The deployment placed Sage Intacct at the center of financial operations for the company, aligning bank reconciliation, accounts payable, and payroll transaction processing under a single cloud financial platform.
The implementation included weekly bank reconciliation workflows that reconciled a full year of bank activity across two or more accounts using Sage Intacct. The finance team used Sage Intacct to manage accounts payable processing and to ingest and post large-volume payroll transactions, with configuration focused on bulk transaction handling and reconciliation automation consistent with ERP Financial functional patterns.
Operational ownership sat with finance and payroll functions, with a recurring weekly reconciliation cadence and structured A/P processing routines within Sage Intacct. Configuration emphasis was on reconciliation controls and transaction posting workflows to support high data volume processing, while preserving general ledger integrity and audit traceability in the ERP Financial environment.
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InvestCloud, Inc. HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro Recruiting (ex UltiPro Recruiting) | Recruiting, Applicant Tracking System | HCM | n/a | 2020 | 2020 |
In 2020, InvestCloud, Inc. deployed UKG Pro Recruiting (ex UltiPro Recruiting) on its public careers portal. The cloud hosted Recruiting,Applicant Tracking System is used to publish job postings via the company website job board and to capture candidate applications into structured ATS workflows. InvestCloud, Inc. uses UKG Pro Recruiting (ex UltiPro Recruiting) for talent acquisition and hiring operations.
UKG Pro Recruiting (ex UltiPro Recruiting) implementation focuses on requisition and job posting management, applicant tracking, candidate screening workflows, interview scheduling, and offer routing, capabilities typical of recruiting and applicant tracking systems. The configuration centers on embedded job board feeds and online application forms that route applicants to recruiters and hiring managers, with role based permissions and posting template standardization governing access and content. Operational scope is corporate recruiting across InvestCloud, with governance oriented toward recruiter permissions and hiring workflow standardization during rollout.
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InvestCloud, Inc. Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2013 | 2013 |
In 2013, InvestCloud, Inc. implemented Google Workspace (Formerly Google G-Suite) as its Collaboration platform. The implementation is referenced on the InvestCloud website and establishes Google Workspace (Formerly Google G-Suite) as the companywide collaboration and productivity layer. Google Workspace is used to deliver core Collaboration capabilities including corporate email, document editing and sharing, calendaring, and cloud storage.
Deployment is managed through Google Workspace administrative controls, with domain management, user provisioning, and access controls configured to support the 350 person organization across product, client services, sales, and corporate functions. Configuration includes Gmail, Google Drive, Google Docs, and Google Calendar as functional modules that enable shared document versioning, synchronous editing, and calendared client meetings consistent with Collaboration workflows. Governance is centralized through a corporate admin model to standardize account provisioning and access policy controls across teams.
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Collaboration | Collaboration |
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2021 | 2021 |
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InvestCloud, Inc. Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Digital Signing | Content Management |
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2021 | 2021 |
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InvestCloud, Inc. CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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CRM | CRM |
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2016 | 2016 |
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Customer Support | CRM |
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2018 | 2018 |
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Marketing Analytics | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Marketing Automation | CRM |
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2020 | 2020 |
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InvestCloud, Inc. ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Performance Management | ITSM |
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2015 | 2015 |
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IT Service Management | ITSM |
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2021 | 2021 |
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InvestCloud, Inc. PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Transactional Email | PaaS |
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2015 | 2015 |
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InvestCloud, Inc. IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2015 | 2015 |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Content Delivery Network | IaaS |
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2017 | 2017 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2015 | 2015 |
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IT Decision Makers and Key Stakeholders at InvestCloud, Inc.
| First Name | Last Name | Title | Function | Department | Phone | |
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Chief Financial Officer | CXO | Finance | |
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Senior Accountant | Manager | Finance | |
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Regional Controller | Director | Finance | |
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Apps Being Evaluated by InvestCloud, Inc. Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from InvestCloud, Inc. IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the InvestCloud, Inc. digital transformation priorities and AI adoption trends.
| Date | Company | Status | Vendor | Product | Category | Market |
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| No data found | ||||||
FAQ - APPS RUN THE WORLD InvestCloud, Inc. Technographics
InvestCloud, Inc. is a Banking and Financial Services organization based in United States,
with around 350 employees and annual revenues of $50.0 million.
InvestCloud, Inc. operates a diverse technology stack with applications such as
Sage Intacct, UKG Pro Recruiting (ex UltiPro Recruiting) and Google Workspace (Formerly Google G-Suite),
covering areas like ERP Financial, Recruiting, Applicant Tracking System and Collaboration.
InvestCloud, Inc. has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Sage, UKG and Google.
InvestCloud, Inc. recently adopted applications including
Microsoft 365 in 2021, DocuSign eSignature in 2021 and Oracle Moat in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of InvestCloud, Inc.’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates InvestCloud, Inc.’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete InvestCloud, Inc. technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.