InvestCloud NPS & Customer Reviews | Comparably
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InvestCloud
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About InvestCloud's Brand

Global WealthTech leader delivering connected technology, enhanced intelligence and inspired experiences for a smarter financial future. Named a CNBC World’s Top Fintech Company, a proof point of the company’s commitment to innovation and client success.

Brand at a Glance

43%
Customer Loyalty
1.8/5
Product Quality
1.8/5
Pricing
2/5
Customer Service

InvestCloud NPS

InvestCloud's Net Promoter Score (NPS) is a -63 with 13% Promoters, 11% Passives, and 76% Detractors. Net Promoter Score tracks whether InvestCloud's customers would recommend using the product based on a scale of -100 to 100.

InvestCloud Overall NPS

-63
NPS
13%Promoters
11%Passives
76%Detractors
InvestCloud Overall NPS

InvestCloud NPS Trend

-100
-50
0
50
100
Oct 2022
-42
Oct 2022-42
Dec 2022
-48
Dec 2022-48
Feb 2023
-51
Feb 2023-51
Mar 2023
-49
Mar 2023-49
Jun 2023
-51
Jun 2023-51
Aug 2023
-52
Aug 2023-52
Nov 2023
-54
Nov 2023-54
Feb 2024
-55
Feb 2024-55
Apr 2024
-57
Apr 2024-57
May 2024
-57
May 2024-57
Jan 2025
-62
Jan 2025-62
Jul 2025
-63
Jul 2025-63

What is NPS

Net Promoter Score (NPS) is a management tool that can be used to gauge the satisfaction of a firm's customer relationships. NPS has been widely adopted as a key metric often linked to the revenue potential of a company’s product or service. The metric is based on customer responses to the question: "On a scale of 0 to 10, how likely are you to recommend the product to a friend?"

Those who respond with a score of 9 to 10 are known as Promoters, and are widely associated with behaviors that create value, including actively encouraging others to use the product or service. Those who respond with a score of 7 or 8 are categorized as Passives, and they are believed to be less likely to exhibit the value-creation traits of Promoters having a largely neutral effect on other consumers. Detractors are those who fall in the score range of 0 to 6 and represent dissatisfied customers of the product sometimes actively recommending against using the product.

InvestCloud NPS by Gender

InvestCloud's NPS was rated -100 by Male customers on Comparably.

Male

-100

InvestCloud's NPS was rated -100 by Male customers on Comparably.

0%
Promoters
0%
Passives
100%
Detractors

Female

N/A

InvestCloud's NPS is not yet rated by Female customers.

0%
Promoters
0%
Passives
0%
Detractors

InvestCloud NPS by Ethnicity

InvestCloud's NPS was rated -100 points by Caucasian customers on Comparably.

-100
-50
0
50
100
Caucasian
-100
Caucasian-100

InvestCloud NPS by Age

InvestCloud's NPS was rated -100 points by customers ages 36-40 on Comparably.

0
20
40
60
80
100
Promoters
0%
Passives
0%
Detractors
100%
36-400%0%100%

InvestCloud NPS by Usage

InvestCloud's NPS was rated -100 points by customers who have used InvestCloud's products/services for 1 to 2 Years, and by customers with 2 to 5 Years of usage.

-100
-50
0
50
100
1 to 2 Years
-100
1 to 2 Years-100
2 to 5 Years
-100
2 to 5 Years-100

InvestCloud Customer Reviews

What can this brand most improve?
CEO should get aligned with what actually goes on w/ their delivery team. Hire developers that are SMEs in big data because the ones they have now can't solution their way out of a 3 sided box. The overall vibe at the co is that they drive and customers must follow. They do not value their customers

InvestCloud Customer Loyalty

43%

Customer Loyalty is a strong indicator of whether or not a customer will choose a brand repeatedly over a competitor that offers similar products/services.

43% of InvestCloud users/customers answered "Yes" when asked: "Would you consider yourself a loyal user/customer?"

Sign Up to see the full customer demographics data and the people that answered "Yes" when asked "Would you consider yourself a loyal user/customer?"

43
43%
57
57%
InvestCloud Customer Loyalty

InvestCloud Customer Loyalty Score by Gender

InvestCloud's Customer Loyalty score was rated 10 by Male customers on Comparably.

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Male
10%
Yes
Female
N/A
Yes

InvestCloud Customer Loyalty Score by Ethnicity

InvestCloud's Customer Loyalty score was rated 10% by Caucasian customers on Comparably.

% who answered "Yes"

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10
out of 100
Caucasian

InvestCloud Customer Loyalty Score by Age

InvestCloud's Customer Loyalty score was rated 10% by customers ages 36-40 on Comparably.

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0
20%
40%
60%
80%
100%
36-40
10%
36-4010%

InvestCloud Customer Loyalty Score by Usage

InvestCloud's Customer Loyalty score was rated the highest by customers who have used InvestCloud's products/services for 2 to 5 Years, and the lowest by customers with 1 to 2 Years of usage.

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1 to 2 Years
10%
2 to 5 Years
33%

InvestCloud Customer Loyalty Score by Industry

InvestCloud's Customer Loyalty score was rated 10% by Banking and Financial Services industry customers.

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Banking and Financial Services
10%

InvestCloud Product Quality

1.8/5

InvestCloud has an overall Product Quality score of 1.8 out of 5 stars rated by its users and customers.

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InvestCloud Product Information

InvestCloud’s product quality score is a 1.8 out of 5 as rated by its users and customers. Reviewers from the Banking and Financial Services industry rated InvestCloud's product the highest.

Website
http://www.investcloud.com
Company Size
1,001-5,000 Employees

Industry

Tech
Big Data
FinTech
SaaS

Quick Insights into InvestCloud Product Quality

InvestCloud's Product Quality score was rated highest by customers who have used InvestCloud's products/services for 1 to 2 Years, and rated lowest by customers who have used InvestCloud's products/services for 2 to 5 Years.

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Ranked InvestCloud Product Quality the Highest

1 to 2 Years
1.5
36-40
1.5
Banking and Financial Services
1.5

Ranked InvestCloud Product Quality the Lowest

2 to 5 Years
1.5

InvestCloud Product Quality Score by Gender

InvestCloud's Product Quality score was rated 1.5 by Male customers on Comparably.

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Male

1.5/5

Female

N/A

InvestCloud Product Quality Score by Ethnicity

InvestCloud's Product Quality score was rated 1.5 stars by Caucasian customers on Comparably.

Sign Up for Brand Profile PRO to get the full Product Quality by Ethnicity data of InvestCloud.
0
1
2
3
4
5
Caucasian
1.5
Caucasian1.5

InvestCloud Product Quality Score by Age

InvestCloud's Product Quality score was rated 1.5 stars by customers ages 36-40 on Comparably.

Sign Up for Brand Profile PRO to get the full Product Quality by Age data of InvestCloud.
0
1
2
3
4
5
36-40
1.5
36-401.5

InvestCloud Product Quality Score by Usage

InvestCloud's Product Quality score was rated 1.5 stars by customers who have used InvestCloud's products/services for 1 to 2 Years, and by customers with 2 to 5 Years of usage.

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1 to 2 Years
1.5
2 to 5 Years
1.5

InvestCloud Product Quality Score by Industry

InvestCloud's Product Quality score was rated 1.5 stars by Banking and Financial Services industry customers.

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Banking and Financial Services
1.5

InvestCloud Pricing

InvestCloud ROI & Value For Money

1.8/5

InvestCloud has a value for money and ROI score of 1.8 out of 5 stars rated by its users and customers.

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InvestCloud Pricing Plans

Not every product or service fits the needs of a certain user or industry. The users that rank the value for money and ROI highest are mainly from Banking and Financial Services industry.

Quick Insights into InvestCloud ROI

InvestCloud's ROI score was rated highest by customers who have used InvestCloud's products/services for 1 to 2 Years, and rated lowest by customers who have used InvestCloud's products/services for 2 to 5 Years.

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Ranked InvestCloud ROI the Highest

1 to 2 Years
1.5
36-40
1.5
Banking and Financial Services
1.5

Ranked InvestCloud ROI the Lowest

2 to 5 Years
1.5

InvestCloud ROI Score by Gender

InvestCloud's ROI score was rated 1.5 by Male customers on Comparably.

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Male

1.5/5

Female

N/A

InvestCloud ROI Score by Ethnicity

InvestCloud's ROI score was rated 1.5 stars by Caucasian customers on Comparably.

Sign Up for Brand Profile PRO to get the full ROI by Ethnicity data of InvestCloud.
0
1
2
3
4
5
Caucasian
1.5
Caucasian1.5

InvestCloud ROI Score by Age

InvestCloud's ROI score was rated 1.5 stars by customers ages 36-40 on Comparably.

Sign Up for Brand Profile PRO to get the full ROI by Age data of InvestCloud.
0
1
2
3
4
5
36-40
1.5
36-401.5

InvestCloud ROI Score by Usage

InvestCloud's ROI score was rated 1.5 stars by customers who have used InvestCloud's products/services for 1 to 2 Years, and by customers with 2 to 5 Years of usage.

Sign Up for Brand Profile PRO to get the full ROI by Usage data.

1 to 2 Years
1.5
2 to 5 Years
1.5

InvestCloud ROI Score by Industry

InvestCloud's ROI score was rated 1.5 stars by Banking and Financial Services industry customers.

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Banking and Financial Services
1.5

InvestCloud Customer Satisfaction (CSAT)

InvestCloud Customer Satisfaction (CSAT) Score

6 / 100

InvestCloud has an overall Customer Satisfaction score of 6 rated by its users and customers.

Sign Up to see the full customer demographics data and the people that answered "How would you rate your overall satisfaction with the service you received?"

Very Satisfied6%
Satisfied0%
Neither Satisfied nor Dissatisfied6%
Dissatisfied6%
Very Dissatisfied82%
Very Satisfied
6%
Satisfied
0%
Neither Satisfied nor Dissatisfied
6%
Dissatisfied
6%
Very Dissatisfied
82%

What is Customer Satisfaction (CSAT) Score

Customer Satisfaction Score (also known as CSAT), is a metric used to quantify how satisfied customers are with a company or brand’s products and services. The Customer Satisfaction Score is based on customers response to the question: “How would you rate your overall satisfaction with the service you received?” The score is calculated using the formula: (The total number answer of “Very Satisfied” and “Satisfied”) ÷ (The total response) x100, and it is generally displayed in percentages. Some of the main benefits of the CSAT for businesses are tracking retention, identifying happy customers and growing relationships, and gaining repeat business to build a sustainable brand.

Quick Insights into InvestCloud Customer Satisfaction

InvestCloud's Customer Satisfaction score was rated highest by customers who have used InvestCloud's products/services for 1 to 2 Years, and rated lowest by customers who have used InvestCloud's products/services for 2 to 5 Years.

Sign Up to unlock insights into how customers have ranked InvestCloud's Customer Satisfaction.

Ranked InvestCloud Customer Satisfaction the Highest

1 to 2 Years
0%
36-40
0%
Banking and Financial Services
0%

Ranked InvestCloud Customer Satisfaction the Lowest

2 to 5 Years
0%

InvestCloud Customer Satisfaction Score by Gender

InvestCloud's Customer Satisfaction score was rated 0 by Male customers on Comparably.

Sign Up for Brand Profile PRO to get the full Customer Satisfaction by Gender data of InvestCloud.
0
Male
Very Satisfied
0%
Satisfied
0%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
0%
Very Dissatisfied
100%

InvestCloud Customer Satisfaction Score by Ethnicity

CSAT according to Caucasian

InvestCloud's Customer Satisfaction (CSAT) score was rated 0% according to Caucasian users and customers.

Sign Up for Brand Profile PRO to get the full Customer Satisfaction by Ethnicity data of InvestCloud.
0 / 100
Very Satisfied0%
Satisfied0%
Neither Satisfied nor Dissatisfied0%
Dissatisfied0%
Very Dissatisfied100%
Very Satisfied
0%
Satisfied
0%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
0%
Very Dissatisfied
100%

InvestCloud Customer Satisfaction Score by Age

InvestCloud's Customer Satisfaction score was rated 0 points by customers ages 36-40 on Comparably.

Sign Up for Brand Profile PRO to get the full Customer Satisfaction by Age data of InvestCloud.
0
20
40
60
80
100
36-40 CSAT Score
0%
Very Satisfied
0%
Satisfied
0%
Neither Satisfied nor Dissatisfied
0%
Dissatisfied
0%
Very Dissatisfied
100%
36-400%

InvestCloud Customer Satisfaction Score by Usage

InvestCloud's Customer Satisfaction score was rated 0 points by customers who have used InvestCloud's products/services for 1 to 2 Years, and by customers with 2 to 5 Years of usage.

Sign Up for Brand Profile PRO to get the full Customer Satisfaction by Usage data.

1 to 2 Years
0
2 to 5 Years
0

InvestCloud Customer Satisfaction Score by Industry

InvestCloud's Customer Satisfaction score was rated 0 points by Banking and Financial Services industry customers.

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Banking and Financial Services
0

InvestCloud Customer Service

2/5

InvestCloud has an overall Customer Service score of 2 out of 5 stars rated by its users and customers.

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About InvestCloud's Customer Service

Address

700 North San Vicente Boulevard G605, West Hollywood, CA 90069


Website

http://www.investcloud.com

Quick Insights into InvestCloud Customer Service

InvestCloud's Customer Service score was rated highest by customers who have used InvestCloud's products/services for 1 to 2 Years, and rated lowest by customers who have used InvestCloud's products/services for 2 to 5 Years.

Sign Up to unlock insights into how customers have ranked InvestCloud's Customer Service score.

Ranked InvestCloud Customer Service the Highest

1 to 2 Years
1.5
36-40
1.5
Banking and Financial Services
1.5

Ranked InvestCloud Customer Service the Lowest

2 to 5 Years
1.5

InvestCloud Customer Service Score by Gender

InvestCloud's Customer Service score was rated 1.5 by Male customers on Comparably.

Sign Up for Brand Profile PRO to get the full Customer Service by Gender data of InvestCloud.

Male

1.5/5

Female

N/A

InvestCloud Customer Service Score by Ethnicity

InvestCloud's Customer Service score was rated 1.5 stars by Caucasian customers on Comparably.

Sign Up for Brand Profile PRO to get the full Customer Service by Ethnicity data of InvestCloud.
0
20
40
60
80
100
Caucasian
1.5
Caucasian1.5

InvestCloud Customer Service Score by Age

InvestCloud's Customer Service score was rated 1.5 stars by customers ages 36-40 on Comparably.

Sign Up for Brand Profile PRO to get the full Customer Service by Age data of InvestCloud.
0
20
40
60
80
100
36-40
1.5
36-401.5

InvestCloud Customer Service Score by Usage

InvestCloud's Customer Service score was rated 1.5 stars by customers who have used InvestCloud's products/services for 1 to 2 Years, and by customers with 2 to 5 Years of usage.

Sign Up for Brand Profile PRO to get the full Customer Service by Usage data.

1 to 2 Years
1.5
2 to 5 Years
1.5

InvestCloud Customer Service Score by Industry

InvestCloud's Customer Service score was rated 1.5 stars by Banking and Financial Services industry customers.

Sign Up for Brand Profile PRO to get the full Customer Service by Industry data.

Banking and Financial Services
1.5

InvestCloud as an Employer

4.7/5

InvestCloud has a 4.7/5 stars for its overall company culture rated by their employees

  InvestCloud CEO
top
5%
CEO of InvestCloud

In the Top 5% of Similar Sized Companies on Comparably.

Consumer vs. Employees

InvestCloud scored a -63 for Net Promoter Score and a 68 for Employee Net Promoter Score. NPS gauges how likely a customer of InvestCloud would recommend the brand to a friend. ENPS measures how likely InvestCloud employees would recommend working at InvestCloud to a friend.

Net Promoter Score

-63
NPS Score
13%Promoters
11%Passive
76%Detractors

Employee Net Promoter Score

68
eNPS Score
75%Promoters
18%Passive
7%Detractors

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