InvestEdge Revenue and Competitors

Bala Cynwyd, PA USA

Location

$5.3M

Total Funding

Fintech

Industry

Estimated Revenue & Valuation

  • InvestEdge's estimated annual revenue is currently $11.1M per year.(i)
  • InvestEdge's estimated revenue per employee is $130,000
  • InvestEdge's total funding is $5.3M.

Employee Data

  • InvestEdge has 85 Employees.(i)
  • InvestEdge grew their employee count by -13% last year.

InvestEdge's People

NameTitleEmail/Phone
1
CEOReveal Email/Phone
2
Chief Technology OfficerReveal Email/Phone
3
Director, Customer Success and Professional ServicesReveal Email/Phone
4
Director Production SupportReveal Email/Phone
5
Human Resource ManagerReveal Email/Phone
6
Report Development ManagerReveal Email/Phone
7
Program ManagerReveal Email/Phone
8
Advisory Product ManagerReveal Email/Phone
9
Senior Product Manager (FinTech Development)Reveal Email/Phone
10
Data EngineerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$4.7M457%N/AN/A
#2
$77.2M4757%N/AN/A
#3
$9.9M760%N/AN/A
#4
$10.5M8140%N/AN/A
#5
$0.9M120%N/AN/A
#6
$0.1M8-11%$21.3MN/A
#7
$20.2M141-27%N/AN/A
#8
$11.1M85-13%$5.3MN/A
#9
$4.6M44-4%N/AN/A
#10
$1M13N/AN/AN/A
Add Company

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.

keywords:N/A

$5.3M

Total Funding

85

Number of Employees

$11.1M

Revenue (est)

-13%

Employee Growth %

N/A

Valuation

N/A

Accelerator

InvestEdge News

2022-04-20 - Wealth Management Market is Set To Fly High in Years to ...

... Broadridge (United States), InvestEdge (United States), Temenos (Switzerland), Finantix (Italy), SEI Investments Company (United States).

2022-04-17 - Wealth Management Platform Market Size, Scope And ...

Broadridge, Comarch SA, Dorsum, FIS, Fiserv Inc, InvestEdge Inc, Profile Software S.A, SEI Investments Company, SS&C Technologies, Temenos Headquarters SA.

2017-01-19 - InvestEdge Receives $5 Million Growth Capital Financing

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 ...

2017-01-19 - Vistara Capital Partners Provides US$5M Growth Financing to InvestEdge

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 ...

2017-01-19 - InvestEdge Raises $5M in Debt Financing

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 ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$17.5M879%N/A
#2
$15.8M9710%N/A
#3
$14.8M102N/AN/A
#4
$19.9M122-5%N/A
#5
$3.5M1233%N/A