InvestEdge

otherswealthtech (retail)capital market tech

FOUNDING YEAR: 2000
LOCATION: United States
Last Update: 01/05/2020

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About

InvestEdge provides a web-based wealth management platform to financial institution firms. It offers portfolio management, performance measurement, client reporting, compliance monitoring, simple rebalancing, data aggregation, and client portal solutions.

Focus

PRODUCTS & SERVICES

The company provides web-based wealth management platform .

MAIN CLIENTS

St source bank

Arvest

Central trust & Investment company

Fulton financial advisors

Glenmede

The glenview trust company

Greycourt

Wilmington Trust

Aite

Ceb

Celent

People

FOUNDERS

Bob Stewart

Roland Collins

NUMBER OF EMPLOYEES

51-200

INVESTORS:

Innovation Works

Vistara Capital

Momentum

FUNDED

YES

DATE OF LAST FUNDING

Jan 2017

DEBT FUNDING

$5 M

LISTED

NO

COMMENT

Debt Financing: $5 M raised in Jan 2017.

BASICS

FOUNDING YEAR:

2000

LOCATION:

United States

Views:

67 VISITORS | 122 VIEWS
TOTAL EMPLOYEES
51-200

About

InvestEdge provides a web-based wealth management platform to financial institution firms. It offers portfolio management, performance measurement, client reporting, compliance monitoring, simple rebalancing, data aggregation, and client portal solutions.

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