INVESTEDGE
InvestEdge partners with progressive leaders of investment firms who advise and serve prosperous individuals and families. Their sole focus is the delivery of innovative thinking and proven wealth management technology to help you grow your business and deliver the ultimate client experience. Today, dozens of the world's leading advisors rely on InvestEdge for managing, measuring and reporting on the assets of high net worth and ultra-high net worth clients. Their talented, knowledgeable and ded... icated team-combined with their patented wealth management solutions-enables you to focus on what matters most: Building stronger, deeper and more profitable relationships with your clients. Since inception in 2000, InvestEdge has steadily grown into the premier provider of wealth management solutions by helping firms:
INVESTEDGE
Industry:
Financial Services FinTech Personal Finance
Founded:
2000-01-01
Address:
Pittsburgh, Pennsylvania, United States
Country:
United States
Website Url:
http://www.investedge.com
Total Employee:
101+
Status:
Active
Contact:
1(800)830-1839
Email Addresses:
[email protected]
Total Funding:
5.3 M USD
Technology used in webpage:
IPhone / Mobile Compatible SPF Google Font API LetsEncrypt Sitelinks Search Box Microsoft Exchange Online Amazon Office 365 Mail IIS Google AdWords Conversion
Current Advisors List
Current Employees Featured
Founder
Investors List
Vistara Capital Partners
Vistara Capital Partners investment in Debt Financing - InvestEdge
Innovation Works
Innovation Works investment in Seed Round - InvestEdge
Official Site Inspections
http://www.investedge.com Semrush global rank: 4.08 M Semrush visits lastest month: 3 K
- Host name: 13.107.253.40
- IP address: 13.107.253.40
- Location: United States
- Latitude: 37.751
- Longitude: -97.822
- Timezone: America/Chicago
More informations about "InvestEdge"
InvestEdge - Crunchbase Company Profile & Funding
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InvestEdge Company Profile 2024: Valuation, Funding & Investors
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InvestEdge Company Profile - Office Locations, Competitors ... - Craft
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InvestEdge - Funding, Financials, Valuation & Investors - Crunchbase
How much funding has this organization raised over time? Show . Announced Date . Transaction Name . Number of ... Lead Investors . Jan 19, 2017: Debt Financing - InvestEdge . 1: …See details»
Featheringill Capital acquires InvestEdge - 2020-10-02 - Crunchbase
Oct 2, 2020 InvestEdge InvestEdge is a leading provider of wealth management solutions to large banks, trust companies, brokerage firms. Acquiring Organization: Featheringill Capital …See details»
InvestEdge, Inc. Management Team | Org Chart - RocketReach
The InvestEdge, Inc. management team includes Jeffrey Cowley (President), Alicia Boyd-Donaldson (Senior Marketing Communications Specialist), and Craig Haskins (Strategic …See details»
InvestEdge: Revenue, Competitors, Alternatives - Growjo
InvestEdge, Inc. is focused exclusively on serving the front-office needs of large, retail investment firms (AUM of $1bb or greater). Our patent-pending wealth management software combines …See details»
First Rate Acquires Wealth Management Platform And Partners For ...
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InvestEdge - Vistara Growth
InvestEdge (Philadelphia, PA) is a leading wealth management and customer engagement software platform enabling investment professionals and advisors to build long-term client …See details»
Investedge: A Successful Exit On Their Own Terms
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InvestEdge - Contacts, Employees, Board Members, Advisors
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INVESTEDGE ELEVATES REGULATORY COMPLIANCE SOFTWARE …
May 3, 2023 InvestEdge's ComplianceEdge software protects the reputation and operational integrity of bank trusts, broker-dealers, and RIAs by reducing the risk and cost associated with …See details»
Case Study: How InvestEdge exited on their own terms
Oct 13, 2021 Quick Facts Founded: 2000 Headquarters: Philadelphia, PA Investment: 2016 + 2018 follow-on Structure: Term Debt + Standby Facility Use Cases: Expansion, Run ...See details»
FT Partners Advises InvestEdge on its Sale to Featheringill Capital
InvestEdge’s software allows wealth managers to tie any data source into portfolio accounting, while providing deep visibility to a bank’s risk and compliance teams; Significance of …See details»
Working at InvestEdge: 9 Reviews - Indeed
Sep 11, 2018 Reviews from InvestEdge employees about InvestEdge culture, salaries, benefits, work-life balance, management, job security, and more. ... The organization seemed to be …See details»