InvestCloud Achieves Significant Performance Milestones Resulting from Strong Client and Market Momentum

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InvestCloud. (2026, September 22). InvestCloud achieves significant performance milestones resulting from strong client and market momentum. InvestCloud. https://investcloud.com/resources/investcloud-achieves-significant-performance-milestones-client-and-market-momentum/

InvestCloud reported more than $9 trillion in assets across its global wealthtech platforms, including over $4.2 trillion in APL managed accounts, marking milestone progress since it launched a new strategic direction on October 1, 2024.
The APL managed account platform grew assets 20% year over year from $3.5 trillion, and now supports 11 million accounts, 4.7 million active models, and an average of 2.4 million trades per day.
The company's PM+™ solution enables private market assets to be modeled, managed, rebalanced, and reported alongside public assets within a single automated managed-account structure, with approximately $8 billion of private market assets currently on the APL platform.
InvestCloud has committed more than $50 million to build Altic™, an AI-native, rules-based private markets network intended to support private-market investments in managed accounts across a more than $16 trillion industry, with core services expected to be operational by year end.
The SMARTAI framework organizes specialized agents around advisor workflows, introducing initial agents for tasks such as daily briefings, client intake, meeting preparation, and risk monitoring.
InvestCloud announced a 10-year partnership with FIS in May 2026 to deliver advisor and client engagement solutions integrated with FIS core wealth platforms without replacing existing infrastructure.
The company returned to positive revenue growth ahead of schedule in 2025, forecasts low double-digit revenue growth this year, and expects Rule of 40+ adjusted EBITDA performance and record sales for 2026.