List of InvestCloud Digital Wealth CRM Customers
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Since 2010, our global team of researchers has been studying InvestCloud Digital Wealth CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased InvestCloud Digital Wealth CRM for CRM and Investor Relationship Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using InvestCloud Digital Wealth CRM for CRM and Investor Relationship Management include: Rathbones, a United Kingdom based Banking and Financial Services organisation with 3545 employees and revenues of $1.21 billion, Manning & Napier, Inc., a United States based Banking and Financial Services organisation with 270 employees and revenues of $146.0 million, Buckingham Strategic Wealth, a United States based Banking and Financial Services organisation with 428 employees and revenues of $120.0 million and many others.
Contact us if you need a completed and verified list of companies using InvestCloud Digital Wealth CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The InvestCloud Digital Wealth CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Buckingham Strategic Wealth | Banking and Financial Services | 428 | $120M | United States | InvestCloud | InvestCloud Digital Wealth CRM | CRM and Investor Relationship Management | 2024 | n/a |
In 2024 Buckingham Strategic Wealth implemented InvestCloud Digital Wealth CRM as its centralized advisor platform, positioning InvestCloud Digital Wealth CRM to serve the firm’s CRM and Investor Relationship Management needs across the US RIA. The deployment was announced as an integrated Advisor Experience that consolidates CRM, financial planning and portfolio data into a single advisor dashboard for use by advisors and client engagement teams.
The implementation focused on consolidating contact management, client lifecycle workflows, financial planning inputs and portfolio data feeds into a unified advisor dashboard and workflow engine. Configuration work included advisor-facing dashboards, consolidated client records, task and pipeline management, and embedded planning and portfolio views to support routine client meetings and ongoing client servicing.
Integrations were scoped to bring financial planning data and portfolio data into the CRM-centric Advisor Experience, creating synchronized data flows between planning modules and portfolio data sources into the advisor dashboard. Operational coverage targets advisors and client service teams across the US RIA, enabling a single view for client relationships and reducing data fragmentation across advisory workflows.
Governance and rollout were organized as a multi-phase 2024 implementation, with phased advisor onboarding and configuration controls to standardize client data and engagement processes. The announcement frames the program as intended to boost advisor productivity and client engagement, with the InvestCloud Digital Wealth CRM enabling centralized advisor workflows and consolidated relationship data for Buckingham Strategic Wealth.
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Manning & Napier, Inc. | Banking and Financial Services | 270 | $146M | United States | InvestCloud | InvestCloud Digital Wealth CRM | CRM and Investor Relationship Management | 2020 | n/a |
In 2020, Manning & Napier, Inc. selected InvestCloud Digital Wealth CRM to lead a multi-phased digital transformation focused on improving the digital client experience in the United States. The deployment targeted client-facing websites while automating onboarding and reporting to enhance CRM-style client engagement and back-office efficiency.
Implementation centered on InvestCloud's full suite with explicit deployment of client portals, digital onboarding and reporting capabilities, and CRM functionality inferred as part of the bundled solution. InvestCloud Digital Wealth CRM, classified as CRM and Investor Relationship Management, was configured to centralize client profiles, orchestrate onboarding workflows, and consolidate client reporting and portal access for advisors and service teams.
Operational coverage emphasized front-office client servicing, advisor engagement interfaces and back-office reporting processes within Manning & Napier's US operations, delivered in phased rollouts. Governance focused on staged implementation, configuration controls and standardization of CRM workflows to align onboarding, reporting and client engagement processes across affected business functions.
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Rathbones | Banking and Financial Services | 3545 | $1.2B | United Kingdom | InvestCloud | InvestCloud Digital Wealth CRM | CRM and Investor Relationship Management | 2022 | n/a |
In 2022, Rathbones implemented InvestCloud Digital Wealth CRM to modernize client onboarding and centralize lead and prospect management across its UK operations. The deployment leverages InvestCloud's Client Lifecycle Management capabilities within the CRM and Investor Relationship Management category, positioning InvestCloud Digital Wealth CRM as the primary platform for client lifecycle orchestration.
Configuration focused on Client Lifecycle Management and CRM modules to standardize onboarding workflows, capture and centralize lead and prospect records, and automate servicing handoffs between advisory and operations teams. InvestCloud Digital Wealth CRM configuration included workflow automation, document capture and centralized contact management consistent with CRM and Investor Relationship Management functional patterns.
Operational coverage included Rathbones' UK advisory and client servicing functions, where the platform provides a unified client record and workqueue orchestration for front office and client operations. The rollout emphasized phased capability releases to align CRM functionality with existing advisory processes and minimize disruption to client servicing workflows.
The first-stage launch went live in 2024 with further capability rollouts planned to expand onboarding and servicing features. The implementation was described as driving operational efficiency and improved client engagement, and governance was organized around phased rollout sequencing and capability based releases.
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