InvestCloud

aid: investcloud
name: InvestCloud
description: InvestCloud is a wealth-management technology company that provides an AI-driven digital wealth platform connecting
  advisors, financial institutions, asset managers, TAMPs, RIAs and investors across the full investment lifecycle. Its product
  surface spans front-office advisor and client solutions, a wealth data platform ("Digital Warehouse") that aggregates custodial,
  market and portfolio data, managed account solutions including the Advisor Programs List (APL) and Private Markets Account,
  post-trade processing and settlement, revenue management, and the NaviPlan and RetireUp financial planning products acquired
  with Advicent. InvestCloud markets a developer platform — branded "Wealthsqope Digital Developer" — offering web-service
  APIs, embeddable widgets, code recipes, client libraries and application API keys, but that platform and its reference documentation
  sit entirely behind a portal login, and no machine-readable API contract is published publicly.
deliveryModel:
  model: saas
  open_source: false
  commercial: true
  callable_host: false
  label: Hosted service · you call their endpoint
  confidence: medium
  source:
  - pricing
  generated: '2026-08-28'
  method: derived
accessModel:
  pricing: unknown
  onboarding: approval
  trial: false
  try_now: false
  public: false
  label: Requires approval
  confidence: medium
  source:
  - plans
  - authentication
  - rate-limits
  - security
  generated: '2026-09-03'
  method: derived
image: https://www.investcloud.com/wp-content/uploads/2025/12/cropped-ic_favicon-270x270.png
url: https://raw.githubusercontent.com/api-evangelist/investcloud/refs/heads/main/apis.yml
x-type: company
x-source: harvest:secondary-market
specificationVersion: '0.20'
created: '2026-08-23'
modified: '2026-08-23'
tags:
- Company
- Wealth Management
- Financial Services
- Investment Management
- WealthTech
- Portfolio Management
- Financial Planning
- Managed Accounts
- Advisor Technology
- Data Aggregation
tags_raw:
- Company
- Wealth Management
- Financial Services
- Investment Management
- WealthTech
- Portfolio Management
- Financial Planning
- Managed Accounts
- Advisor Technology
- Data Aggregation
- Financial-Services
- Portfolio-Management
apis:
- name: Wealthsqope Digital Developer Platform
  description: InvestCloud's developer platform, branded "Wealthsqope Digital Developer". Its own public landing page advertises
    getting-started guides, "full API docs for web services and embedded widgets", video tutorials, pre-built code recipes,
    code-generation tools, client libraries for accessing the web services, and a command center for API usage stats and application
    API keys. Every one of those resources requires a portal login; no reference, no base URL and no machine-readable contract
    is reachable anonymously. baseURL is deliberately omitted rather than guessed — InvestCloud does not publish one, and
    api.investcloud.com does not resolve.
  humanURL: https://developer.investcloud.com/
  tags:
  - Wealth Management
  - Financial Services
  - Widgets
  tags_raw:
  - Wealth Management
  - Financial Services
  - Widgets
  - Financial-Services
  properties:
  - type: DeveloperPortal
    url: https://developer.investcloud.com/
  - type: Login
    url: https://developer.investcloud.com/login/
maintainers:
- FN: Kin Lane
  email: kin@apievangelist.com
- FN: APIs.json
  email: info@apis.io
common:
- type: Website
  url: https://www.investcloud.com/
- type: DeveloperPortal
  url: https://developer.investcloud.com/
- type: Login
  url: https://developer.investcloud.com/login/
- type: Blog
  url: https://www.investcloud.com/resources/insights/
- type: Support
  url: https://www.investcloud.com/about-us/contact-us/
- type: TermsOfService
  url: https://www.investcloud.com/terms-of-service/
- type: PrivacyPolicy
  url: https://www.investcloud.com/privacy-policy/
- type: LinkedIn
  url: https://www.linkedin.com/company/investcloud
- type: DomainSecurity
  url: security/investcloud-domain-security.yml
- type: Authentication
  url: authentication/investcloud-authentication.yml
- type: Conformance
  url: conformance/investcloud-conformance.yml
- type: Lifecycle
  url: lifecycle/investcloud-lifecycle.yml
- type: LLMsTxt
  url: llms/investcloud-llms.txt
- type: Packages
  url: packages/investcloud-packages.yml
- type: Plans
  url: plans/investcloud-plans-pricing.yml
- type: RateLimits
  url: rate-limits/investcloud-rate-limits.yml
x-enrichment:
  date: '2026-08-23'
  status: minimal
  artifacts_added: 9
  pass: local-v1
x-coverage:
  state: gated
  reason: partner-login
  detail: InvestCloud markets a full developer platform at developer.investcloud.com ("Wealthsqope Digital Developer" — API
    docs for web services and embedded widgets, code recipes, client libraries, application API keys) but the entire portal
    is a noindex WordPress site behind a username/password login, and every unauthenticated path on it returns the same 33,933-byte
    landing page, including a nonsense control path.
  evidence:
  - url: https://developer.investcloud.com/
    status: 200
  - url: https://developer.investcloud.com/login/
    status: 200
  - url: https://developer.investcloud.com/openapi.json
    status: 200
  - url: https://www.investcloud.com/openapi.json
    status: 404
  - url: https://api.investcloud.com/
    status: 0
  checked: '2026-08-23'