Advicent – now part of InvestCloud Information
Summary
Advicent – now part of InvestCloud has been in the industry for 57 years. The company currently specializes in the Computer Software area. Its headquarters is located at US. The estimated number of employees - 29. To connect with Advicent – now part of InvestCloud employee register on SignalHire.
Organization Website | investcloud.com |
Industries | |
Headquarters Location | 10700 W. Research Drive, Milwaukee, WI, 53226 US |
Employees Size | 200-500 employees |
Specialties | Financial planning software, Client portal, Advisor analytics, APIs, Wealth management software, Tax planning software, Retirement planning software, Estate planning software, Insurance planning software, Financial advisor software, Monte Carlo simulation financial planning software, Financial planning fact finding, Collaborative financial planning software, Annuity analysis |
Founded | 1969 |
Estimated Website Traffic
The chart shows a growth in traffic to the investcloud.com website. In November, traffic increased to 8656, compared to 7384 in the previous month. The highest traffic in 2025 was recorded in August, reaching 10643 visits.
Employees Turnover 4 quarter 2025
Number of employees switched from or switched to
Length of Employment
Employee tenure at Advicent – now part of InvestCloud shows a diverse range of experience levels:
1% have been with the company for less than 1 year1% for 1–2 years2% for 3–4 years23% for 5–7 years17% for 8–10 years56% have over 11 years of service at Advicent – now part of InvestCloudEx-employees positions
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