InvestCloud is a no-code software platform for Digital and Commerce enablement within the Financial Industry. With a cloud-native, multi-tenanted platform, the company is transforming the approach to digital for the world’s largest banks, wealth managers, and asset managers, empowering them to meet the elevated needs of today’s and tomorrow’s end clients.

John Wise

Colin Close

Vincent Sos

Julian Bowden

Yaela Shamberg

Michael A. Smith

InvestCloud, Inc.

Bridge Bank offers various banking services, including checking and savings accounts, lending options, and mobile banking capabilities.

Bridge Bank

Masttro provides a platform for wealth data aggregation, visualization, and management. It allows users to import, consolidate, and manage various asset types within a single interface.

Masttro

Wealth Solutions Report is a digital media platform that provides news, insights, and analysis for the wealth management industry.

Metric
Company Name	InvestCloud, Inc.	Bridge Bank	Masttro	Wealth Solutions Report
Symbol
MSH ID	COM:INVESTCLOUD	BANK:BRIDGE	COM:MASTTRO	COM:WEALTHSOLUTIONSREPORT
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance	Financial Services & Finance
Industry	Financial Technology	Banking	Wealth Management Technology	Financial Media and Publishing
Country		US	US	US
Stage
Employee Count	251	251	101
Website	investcloud.com	bridge.bank	masttro.com	wealthsolutionsreport.com
LinkedIn
Founders

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Market Cap
Enterprise Value
Monthly Web Traffic	160.44K	26.95K
Web Traffic Growth	-0.14	0.16
Valuation
Raised Capital

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Revenue
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Revenue (NTM)
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Revenue 2026

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EBITDA Growth (LTM)
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Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

INVE

COM:INVESTCLOUD

InvestCloud, Inc.

Company Overview

Market Metrics

Financial Performance

Growth Metrics

Profitability Ratios

Valuation Multiples

Operational Metrics

Cash Flow Metrics

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Rule of 40 (LTM)
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Stock Comp to Revenue
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SG&A to Revenue