-
WEBSITE
-
SECTOR
Financial Technology and Services
-
INVESTMENT YEAR
2015
-
STATUS
Realized, Recapitalized by Motive Partners in 2021
-
LOCATION
Beverly Hills, CA
FTV TEAM
InvestCloud
Provider of cloud-based front and middle-office solutions focused on digitizing customer experiences and internal operations for global investment advisors.
Investment Theme
Need for flexible technology to digitize financial services industry burdened by legacy technology and disparate data systems.