Advicent – now part of InvestCloud Information
Summary
Advicent – now part of InvestCloud is a Milwaukee‑based software development company that has been delivering financial planning solutions since 1969. The firm focuses on wealth management tools, offering everything from tax and retirement planning to estate and insurance planning, with advanced features such as Monte Carlo simulation, annuity analysis and collaborative planning platforms.
Its product line includes client portals, advisor analytics, APIs, and a full suite of financial planning software that covers fact‑finding, portfolio analysis, and comprehensive planning for both individual advisors and larger advisory teams. The technology stack supports integrated wealth management workflows and is designed to streamline the entire advisory lifecycle.
With 200–500 employees and annual revenues between $500 million and $1 billion, Advicent’s leadership roster features specialists such as Jordan Chardukian (Market Analyst), Sue Lindow (Customer Support), Sarah Szczerbinski (Software Development Team Lead), and Michael Stubenvoll (Senior Financial Analyst). The company continues to grow within the InvestCloud ecosystem while maintaining its strong focus on delivering high‑quality, data‑driven financial planning software.
| Website | investcloud.com |
| Industries | |
| Headquarters Address | 10700 W. Research Drive, Milwaukee, WI, 53226 US |
| Company Size | 200-500 employees |
| Specialities & Services | 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 Annual Revenue | $500M - 1B |
| Updated: | 2026-09-20 |
Estimated Website Traffic
The chart shows a decline in traffic to the investcloud.com website. In September, traffic decreased to 4358, compared to 4633 in the previous month. The highest traffic in 2026 was recorded in January, reaching 8481 visits.
Workforce Turnover
Number of staff members switched
Corporate Tenure Analytics
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
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