InvestEdge Revenue and Competitors
Estimated Revenue & Valuation
- InvestEdge's estimated annual revenue is currently $11.1M per year.
- InvestEdge's estimated revenue per employee is $130,000
- InvestEdge's total funding is $5.3M.
Employee Data
- InvestEdge has 85 Employees.
- InvestEdge grew their employee count by -13% last year.
InvestEdge's People
| Name | Title | Email/Phone |
|---|---|---|
1 | CEO | Reveal Email/Phone |
2 | Chief Technology Officer | Reveal Email/Phone |
3 | Director, Customer Success and Professional Services | Reveal Email/Phone |
4 | Director Production Support | Reveal Email/Phone |
5 | Human Resource Manager | Reveal Email/Phone |
6 | Report Development Manager | Reveal Email/Phone |
7 | Program Manager | Reveal Email/Phone |
8 | Advisory Product Manager | Reveal Email/Phone |
9 | Senior Product Manager (FinTech Development) | Reveal Email/Phone |
10 | Data Engineer | Reveal Email/Phone |
InvestEdge Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $4.7M | 45 | 7% | N/A | N/A |
#2 | $77.2M | 475 | 7% | N/A | N/A |
#3 | $9.9M | 76 | 0% | N/A | N/A |
#4 | $10.5M | 81 | 40% | N/A | N/A |
#5 | $0.9M | 12 | 0% | N/A | N/A |
#6 | $0.1M | 8 | -11% | $21.3M | N/A |
#7 | $20.2M | 141 | -27% | N/A | N/A |
#8 | $11.1M | 85 | -13% | $5.3M | N/A |
#9 | $4.6M | 44 | -4% | N/A | N/A |
#10 | $1M | 13 | N/A | N/A | N/A |
What Is InvestEdge?
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 ease-of-use with powerful performance to provide advisors, investment officers, performance personnel and compliance professionals with a complete set of web-based tools for managing, measuring, and reporting upon the assets of high net worth and ultra high net worth clients. Since inception, InvestEdge has steadily grown into a premier provider of wealth management solutions by helping firms: Solve Real Business Needs InvestEdge solutions were developed specifically for large investment firms whose success hinges on a blend of performance and service. The company's founders, Bob Stewart and Roland "RC" Collins, applied their collective years of experience in developing large scale investment systems and web applications to launch the firm in June 2000. The resulting solution enables advisors to remain focused on servicing customers and gathering additional assets.
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$5.3M
Total Funding
85
Number of Employees
$11.1M
Revenue (est)
-13%
Employee Growth %
N/A
Valuation
N/A
Accelerator
InvestEdge News
... Broadridge (United States), InvestEdge (United States), Temenos (Switzerland), Finantix (Italy), SEI Investments Company (United States).
Broadridge, Comarch SA, Dorsum, FIS, Fiserv Inc, InvestEdge Inc, Profile Software S.A, SEI Investments Company, SS&C Technologies, Temenos Headquarters SA.
InvestEdge, Inc. the rapidly growing provider of integrated digital wealth solutions to advisors, announced a $5 million growth debt financing from Vistara Capital Partners. This is the first ever external financing transaction for InvestEdge. This financing will be used to accelerate the growth ...
Vistara Capital Partners (“Vistara”) announced that it has provided a US$5 million growth capital facility to InvestEdge Inc., a rapidly growing provider of integrated digital wealth solutions to financial advisors. This financing will be used to accelerate the growth of a new business area in d ...
InvestEdge, Inc., a Philadelphia, PA-based provider of integrated digital wealth solutions to advisors, raised $5m in debt financing. Vistara Capital Partners provided the financing. The company will use the proceeds to accelerate the growth of digital investment product delivery and the its p ...
Other Companies in Bala Cynwyd
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $17.5M | 87 | 9% | N/A |
#2 | $15.8M | 97 | 10% | N/A |
#3 | $14.8M | 102 | N/A | N/A |
#4 | $19.9M | 122 | -5% | N/A |
#5 | $3.5M | 123 | 3% | N/A |