Contact Information
Company Information
Company
InvestCloud, Inc.
Industry
financial services
Annual Revenue
285000000.0
Professional Summary
Sungyoon Oh serves as Chief Executive Officer at InvestCloud, Inc.. InvestCloud, Inc. operates in the financial services sector with approximately 1100.0 employees. InvestCloud, Inc. generates annual revenue of 285000000.0. To date, InvestCloud, Inc. has raised 70632224.0 in total funding, with the most recent round being Other.
Industry & Role Insights
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•
MessageCEO tracks 11,960 executives in the financial services sector.
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We have verified contacts for 4 executives at InvestCloud, Inc..
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Our database includes 201,465 c suite-level executives.
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Mobile Friendly
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AI
Android
React Native
Remote
Keywords
investment management
wealth management
hedge funds
institutional investors
family office
financial technology
digital experiance
digital warehouse
asset management
financial services
finance
financial planning
investment solutions
client engagement
advisor productivity
automated workflows
portfolio management
digital transformation
trading technology
client experience
operational efficiency
integrated platforms
holistic view
data-driven insights
scalable solutions
real-time analytics
customizable platform
financial advisors
regulatory compliance
managed accounts
tamps
wealth technology
digital onboarding
customer relationship management
business growth
fee management
enterprise solutions
wealth analytics
intuitive interfaces
financial outcomes
client lifecycle management
digital-first experience
high-net-worth clients
compliance automation
advisor-client relationship
holistic wealth management
portfolio strategies
dynamic financial planning
legacy system integration
cost efficiency
revenue growth
granular data access
streamlined processes
enhanced client service
actionable insights
digital wealth management
asset management solutions
cloud-based platform
automated kyc
trading
billing
risk assessment
compliance tools
goals-based investing
personalized solutions
scalable advisory programs
ultra-high-net-worth investors
financial institutions
wealth managers
registered investment advisors
banks
wirehouses
fintech innovation
user experience
api integration
alternative investments
client-centric approach
digital client engagement
financial services technology
data management
financial planning tools
customer experience
technology solutions
market leadership
industry recognition
comprehensive digital tools
enhanced intelligence
strategic partnerships
competitive landscape
finance technology
information technology & services
crm
sales
enterprise software
enterprises
computer software
b2b
ux
Related Executives
Outreach Guidance — financial services Sector
Financial services executives like Sungyoon Oh prioritize security, compliance (SOC 2, SOX), and integration with existing systems. Reference industry-specific regulatory requirements and provide case studies from peer institutions.
Sungyoon Oh's Position in the MessageCEO Database
- •Sungyoon Oh is 1 of 4 verified executive contacts we track at InvestCloud, Inc..
- •11,735 verified executive contacts in financial services are in the MessageCEO database.
- •74 verified contacts work at financial services companies in the 1100.0 employee range (same size as InvestCloud, Inc.).
Executive contact data compiled from public business filings, LinkedIn public profiles, company press materials, and verified outbound email testing. We do not publish personal addresses or sensitive identifiers. Methodology & sources · Removal requests handled at /remove-info · Updated October 2026.
Frequently Asked Questions
How do I reach Sungyoon Oh directly?
Sungyoon Oh's verified email address is available to MessageCEO Pro subscribers. They currently serve as Chief Executive Officer at InvestCloud, Inc.. Access direct contact info to skip gatekeepers and reach the decision maker.
What company does Sungyoon Oh work for?
Sungyoon Oh is Chief Executive Officer at InvestCloud, Inc., a company in the financial services sector with 1100.0 employees.
Can I pitch or sell to Sungyoon Oh?
As Chief Executive Officer at InvestCloud, Inc., Sungyoon Oh is a key decision-maker in the financial services sector. MessageCEO Pro gives you verified email to reach Sungyoon Oh directly — ideal for B2B sales, partnerships, and executive recruiting.
What industry is Sungyoon Oh in?
Sungyoon Oh works in the financial services industry as Chief Executive Officer at InvestCloud, Inc.. MessageCEO provides verified contact information for executives across all major industries.
Is Sungyoon Oh's contact information verified?
Yes. MessageCEO verifies executive contact information through multiple data sources and regular validation checks. Sungyoon Oh's profile is kept up-to-date with the latest available information.
Last updated: October 30, 2026
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