Advicent – now part of InvestCloud Information

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Summary

The business currently specializes in Computer Software area. The company has 200-500 employees. Register with SignalHire to connect with Advicent – now part of InvestCloud employees and management.

Websiteinvestcloud.com
Industries
Headquarters address10700 W. Research Drive, Milwaukee, WI, 53226 US
Company Size200-500 employees
SpecialtiesFinancial 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
Founded1969
Estimated Annual Revenue$500M - 1B
Updated:2026-08-20

Estimated Website Traffic

The chart shows a decline in traffic to the investcloud.com website. In June, traffic decreased to 3734, compared to 4134 in the previous month. The highest traffic in 2026 was recorded in January, reaching 8481 visits.

Workforce Turnover

Number of staff members switched

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Total employee turnover

Corporate Tenure Analytics

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Workforce Experience Insights

4% have been with the company for 1 to 2 years8% have been with the company for 3 to 4 years15% have been with the company for 5 to 7 years31% have been with the company for 8 to 10 years42% have been with the company for more than 11 years

Former Staff Career Paths

Role at Former Company
Role at New Company
Contact top employees
Jordan Chardukian
Jordan ChardukianMarket Analyst
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Sue Lindow
Sue LindowCustomer support
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Sarah Szczerbinski
Sarah SzczerbinskiSoftware Development Team Lead
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Christian Mullarkey
Christian MullarkeyAccounting Operations Specialist
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Michael Stubenvoll
Michael StubenvollSenior Financial Analyst
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Janelle Warrick
Janelle WarrickMarket Intelligence Manager
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Caroline Bank
Caroline BankSoftware Developer
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Evan Schiavone
Evan SchiavoneSoftware Engineer
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Steph Kotlarek
Steph KotlarekAccount Executive
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Mike Prystupa
Mike PrystupaSenior Systems Administrator
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Chandler MacSwain
Chandler MacSwainSales Operations Intern
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Matthew Ralston
Matthew RalstonSenior Software Developer
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Hannah Martin
Hannah MartinBilingual Support Specialist
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Amy Budzisz
Amy BudziszRecruiting Manager
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Kongmeng Xiong
Kongmeng XiongSupport Specialist
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Sam Parent
Sam ParentAccount Executive
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FAQ

Advicent – now part of InvestCloud operates in the Software Development industries. More details can be found on the official website: investcloud.com.
Advicent – now part of InvestCloud has offices located in Milwaukee, US.
The headquarters of Advicent – now part of InvestCloud are located in Milwaukee, United States.
Advicent – now part of InvestCloud currently employs 200-500 people.

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