InvestCloud, Inc. Tech Stack

Wealth management platform serving institutional asset managers and advisors

Financial Services West Hollywood, CA 1,001–5,000 employees Privately Held

InvestCloud operates a multi-tenant wealth technology platform serving institutions managing $132 trillion+ in assets globally. The tech stack is enterprise-heavy (.NET, SQL Server, Oracle, Kafka, RabbitMQ) with active migration away from Oracle, and projects reveal a company mid-transformation: greenfield advisor UX build, cloud data warehouse migration, identity platform rollout (Ping), and internal ops automation. Hiring has decelerated while skewing senior (43 of 71 roles), suggesting they're consolidating existing capability rather than scaling headcount—typical of a mature platform in technical debt paydown mode.

Tech Stack 142 technologies

Core Stack.NET C# SQL Server Oracle RabbitMQ Apache Kafka Python Ansible Terraform Java Node.js Excel SQL NET Core Git Subversion NUnit xUnit BDD PowerPoint Ping Identity Ping Federate IBM MQ Bash PowerShell IBM Integration Bus IBM App Connect Enterprise AWS MSK Azure Event Hubs Google Cloud Pub/Sub+112 more

ReplacingOracle

What InvestCloud, Inc. Is Building

◆Challenges

Ensuring high availability and reliability
Migrating legacy data warehouse to cloud
Security hardening
Cost efficiency
Cost-effective benefits management
Compliance with security policies
Lower cloud spend
Tackle tech debt
Modernizing legacy platform
Optimizing integration of iam solutions

▲Active Projects

Scalable data pipelines across platform
Green field ecosystem for next-generation advisor and client experience
New product development
Modernizing wealth management platform
Deployment and configuration of ping identity and ping federate for sso
Implement automation-first operations
Observability dashboards
Annual u.s. benefit renewal
Private markets network adoption strategy
Clm system administration

Hiring Activity

Decelerating80 roles · 15 in 30d

Department

Engineering

Data

Product

Sales

Legal

Support

Security

Seniority

Senior

Mid

Director

Manager

Lead

Junior

Principal

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About InvestCloud, Inc.

InvestCloud provides digital wealth management and financial planning solutions to a global client base spanning wealth managers, asset managers, wirehouses, banks, RIAs, and insurers. The platform is built around unified and separately managed accounts (UMA/SMA), advisor-facing tools, client experiences, and a data warehouse that aggregates client information across the wealth continuum. With 1,001–5,000 employees headquartered in West Hollywood and offices across India, Singapore, the US, and UK, the company operates at institutional scale. Current priorities include modernizing legacy infrastructure, migrating to cloud-based data architecture, hardening security posture, and designing a greenfield advisor and client experience layer.

HeadquartersWest Hollywood, CA

Company Size1,001–5,000 employees

Hiring MarketsIndia, Singapore, United States, United Kingdom

Frequently Asked Questions

What tech stack does InvestCloud use?

InvestCloud uses .NET, C#, SQL Server, Oracle, Apache Kafka, RabbitMQ, IBM MQ, Ping Identity/Federate for SSO, Git, Terraform, Ansible, Python, Node.js, and AWS MSK / Azure Event Hubs for event streaming.

What is InvestCloud working on?

Active projects include scalable data pipelines, a greenfield advisor and client experience ecosystem, cloud data warehouse migration, Ping Identity/Federate SSO deployment, observability dashboards, and automation-first operations.