List of InvestCloud Digital Wealth Onboarding Customers
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United States
Since 2010, our global team of researchers has been studying InvestCloud Digital Wealth Onboarding 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 Onboarding for Investor Onboarding 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 Onboarding for Investor Onboarding include: OppenheimerFunds, a United States based Banking and Financial Services organisation with 2853 employees and revenues of $1.38 billion, James Hambro & Partners United Kingdom, a United Kingdom based Banking and Financial Services organisation with 149 employees and revenues of $40.0 million, Apex Clearing Corporation, a United States based Banking and Financial Services organisation with 300 employees and revenues of $30.0 million and many others.
Contact us if you need a completed and verified list of companies using InvestCloud Digital Wealth Onboarding, 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 Onboarding 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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Apex Clearing Corporation | Banking and Financial Services | 300 | $30M | United States | InvestCloud | InvestCloud Digital Wealth Onboarding | Investor Onboarding | 2017 | n/a |
In 2017, Apex Clearing Corporation implemented InvestCloud Digital Wealth Onboarding to establish a new digital advice platform. The deployment targeted Investor Onboarding for fintechs and advisers in the United States and positioned the platform as the customer facing intake layer for digital advice providers.
The implementation included a Prospect Portal and Digital Client Onboarding modules within InvestCloud Digital Wealth Onboarding, combining InvestCloud onboarding and advice applications to handle prospect intake, identity and know your customer capture, and adviser workflow orchestration. Configuration emphasized intake automation and digital client lifecycle orchestration consistent with Investor Onboarding functional workflows.
Architecturally the solution integrated InvestCloud onboarding and advice apps with Apex Clearing Corporation custody and clearing services, creating a continuous data flow from client intake through account provisioning and custody operations. These integrations linked onboarding records to custody and clearing processes to accelerate account opening and reduce handoffs between front office and operations for digital advice providers.
The rollout supported fintech and adviser customers seeking rapid market entry, with the onboarding functionality explicitly referenced in the announcement as accelerating client onboarding and go to market. Governance and process changes concentrated on using the Prospect Portal as the primary intake channel and centralizing onboarding workflows across digital advice operations.
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James Hambro & Partners United Kingdom | Banking and Financial Services | 149 | $40M | United Kingdom | InvestCloud | InvestCloud Digital Wealth Onboarding | Investor Onboarding | 2020 | n/a |
In 2020, James Hambro & Partners implemented InvestCloud Digital Wealth Onboarding as part of an InvestCloud Blue suite deployment to digitise client onboarding, engagement and advice for its wealth business in the United Kingdom. The implementation is positioned in the Investor Onboarding category and targets the firm’s CRM and client-facing advisory workflows.
The program concentrated on CRM and client onboarding processes, explicitly leveraging the Digital Client Onboarding capability to automate account onboarding and improve client communications. InvestCloud Digital Wealth Onboarding was configured to manage onboarding workflows, client profile consolidation and digital engagement templates, aligning platform capabilities with the firm’s advisory and client management functions.
Operational scope covered the firm’s wealth business in the United Kingdom and centered on client onboarding and engagement teams rather than enterprise-wide ERP functions. The deployment emphasized configuration of onboarding workflows and automated client communication channels to standardize intake and advice initiation processes across advisory teams.
Governance and process changes focused on centralizing onboarding orchestration within the InvestCloud environment, updating CRM process controls and establishing platform-driven workflow handoffs between client relationship management and advice delivery. The narrative centers on system architecture that consolidates onboarding logic and client communications under the InvestCloud Digital Wealth Onboarding implementation within Investor Onboarding.
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OppenheimerFunds | Banking and Financial Services | 2853 | $1.4B | United States | InvestCloud | InvestCloud Digital Wealth Onboarding | Investor Onboarding | 2020 | n/a |
In 2020, OppenheimerFunds deployed InvestCloud Digital Wealth Onboarding to operationalize Investor Onboarding across its Private Client Division in the United States. The implementation delivered an advisor-client portal and an Investor Gateway, leveraging InvestCloud's Digital Client Onboarding app to enable end-to-end digital client onboarding and account opening for retail and private client relationships.
The deployment focused on CRM and client onboarding workflows and on advisor workflows to accelerate prospect-to-client conversion and account opening. Functional components implemented included advisor-facing portal capabilities, client self-service onboarding flows, investor account opening orchestration, and data capture to support downstream account set up. Governance centered on aligning advisor workflow orchestration with client onboarding processes within the Private Client Division, and the program was positioned to standardize digital onboarding across advisor and client touchpoints.
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Buyer Intent: Companies Evaluating InvestCloud Digital Wealth Onboarding
- University of Southern California, a United States based Education organization with 19957 Employees
- Compass Inc, a United States based Construction and Real Estate company with 2549 Employees
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