InvestEdge
Financial Software · Pennsylvania, United States · 51-200 Employees
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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
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ZI Rank
2
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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
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InvestEdge is experiencing very low activity levels compared to other companies in the Software sector.
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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
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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
InvestEdge News & Media
RegEd Announces Next-Generation Trade Supervision and Account Monitoring Solution to Advance Investor Protection
RegEd SmartCompli, Powered by InvestEdge, Delivers the Most Advanced, Comprehensive Solution in the Industry RegEd SmartCompli, Powered by InvestEdge, Delivers the Most Advanced, Comprehensive Solution in the IndustryINVESTEDGE ELEVATES REGULATORY COMPLIANCE SOFTWARE FOR BANK, BROKER-DEALER, AND RIA FIRMS
CANONSBURG, Pa., May 3, 2023 /PRNewswire/ -- InvestEdge recently announced a strategic transaction that enables the company to focus squarely on regulatory challenges facing broker-dealers, RIAs, and bank trusts. InvestEdge will accelerate investment into its ComplianceEdge platform as a...First Rate Acquires Wealth Management Platform and Partners for Compliance
As part of First Rate’s ongoing strategy to expand its WealthTech footprint, First Rate acquires performance reporting and portfolio management assets from InvestEdge, and announces a strategic partnership with InvestEdge for Compliance Solutions. (PRWeb April 26, 2023) Read the full story at https://www.prweb.com/releases/2023/4/prweb19298487.htmInvestEdge Adds Former FINRA Compliance Officer to Its Team
Strengthening its industry leading Trade Surveillance and Account Monitoring Compliance platform PHILADELPHIA, May 10, 2022 /PRNewswire/ -- InvestEdge, Inc., a leader in innovative wealth management and compliance solutions has announced that Eileen Morris, former Associate Director in...
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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
