InvestEdge
Financial Software · Pennsylvania, United States · 51-200 Employees
View Company Info for Free
Overview
Headquarters
3 Bala Plz W Fl 6, Bala Cynwyd, Pennsylv...Phone Number
(800) 830-1839Website
www.investedge.comRevenue
$21 MillionIndustry
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
2
3
1
1
1
1
About InvestEdge
InvestEdge is a leading provider of innovative advisor solutions to financial institutions. The company's integrated solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office functions like easy-to-use portfolio management, trading/rebalancing, performance measurement, reporting, compliance/fiduciary monitoring, and data aggregation tools. Through MMxCHANGE, the company provides a marketplace of investment products for wealth management firms.Explore more
InvestEdge Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is InvestEdge your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Congratulate Masked Content for being promoted to Masked Content at InvestEdge
Funding: Get notified immidiatlly once InvestEdge has new funding data
Product Launch: Get notified when InvestEdge launches new products
Check out if InvestEdge is spiking on competitors!
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Click to see if InvestEdge had a recent Job posting/layoffs
Earning: See what the market has to say on InvestEdge recently announced quarterly report
Website visits: Recent activity has been detected on your website
InvestEdge, which may be a good buyer, showed buying intent in Masked Content Topic
Check if InvestEdge has recently received funding, and reach out quickly before it becomes old news!
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find more new buyers
Compare Similar Companies to InvestEdge
Compare insights from companies similar to InvestEdge, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
InvestEdge is experiencing very low activity levels compared to other companies in the Software sector.
What does this means?
InvestEdge is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about InvestEdge.
InvestEdge financials insights
Gather financial insights about InvestEdge, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2016
Debt
$5M
2020
Debt
$1M
InvestEdge Tech Stack
A closer look at the technologies used by InvestEdge
See more technologies
Most Recent Scoops
Mergers & Acquisitions (M&A)
Mergers & Acquisitions
Mergers & Acquisitions (M&A)
Pain Point
A mid-level source has indicated that the organization's experiencing challenges with limited resources and budget in the marketing department.
Funding
Top Financial Software Companies
See more top companies
Frequently Asked Questions Regarding InvestEdge
Sign Up For FreeTo access detailed company insights
InvestEdge is a leading provider of innovative advisor solutions to financial institutions. The company's integrated solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office functions like easy-to-use portfolio management... Read More
