Two years after setting a new strategic direction, InvestCloud is seeing that strategy translate into measurable momentum across the business and has announced significant milestones across financial performance, sales and product innovation to strengthen its broader position in the wealth technology market.
The results tell part of the story. InvestCloud returned to positive revenue growth ahead of schedule in 2025 and is forecasting low double-digit revenue growth in 2026, alongside strong Rule of 40+ performance.
“Since introducing our new strategic framework, we have been deliberate about turning our ambition into strong and consistent execution which enables our clients to win,” said Jeff Yabuki, Chairman and CEO at InvestCloud. “We are investing in innovation that addresses market need and have assembled an outstanding team committed to excellence in everything we do.”
Proof Points Across the Wealth Ecosystem
But this is more than a financial rebound. InvestCloud now supports more than $9 trillion in assets on its platforms, including more than $4.2 trillion in managed accounts, while nearly $8 billion in private market assets are already on APL. The company has also diversified into new growth markets by committing more than $50 million to build Altic™, its AI-native, digital private markets network, and PM+, which enables fully automated, model-based investing across public and private assets within a single managed-account structure.
Doug Fritz, Co-Founder & Executive Chairman, F2 Strategy commented, “If you look at the recent trajectory of InvestCloud, $9T of client assets with more than $4.2T in managed accounts is a huge vote of confidence by the industry and a good sign that they’re successfully supporting some of the most successful advisory firms, with some of the most complex technical and client experience capabilities being innovated today.
The most compelling part of the InvestCloud story to date is its success in innovating and integrating the most scalable and battle-tested tools used by highly complex firms, while introducing a new approach to alternative assets at-scale. Integrating managed accounts, private markets and modern digital client experiences at this type of scale is what the largest and most complex firms desperately need.”
That momentum is also showing up through the company’s ecosystem of partnerships and clients, including its 10-year partnership with FIS, JPMorgan’s 55ip, Apollo and Wells Fargo, and continued relationships with some of the largest wealth and asset managers in the industry. At the same time, InvestCloud is continuing to invest in AI, data and modern advisor and client experiences across its platforms.
Momentum in Managed Accounts: APL Leadership
InvestCloud’s APL managed account platform has extended its leadership position to include more than $4.2 trillion in assets, up 20% from $3.5 trillion a year ago, 11 million accounts, 4.7 million active models, and an average of 2.4 million trades per day. APL connects many of the world’s largest wealth and asset managers, powering real-time portfolio management and trading across the full spectrum of managed accounts. It provides a single, highly scalable technology platform for model governance, trading, accounting, and reporting.
