#1 Startup Dataset
Growth rates, revenue data, direct competitors and contact details.
Erica Wilfrid Email
Director, Customer Success and Professional Services . InvestEdge
Bala Cynwyd, PA
LocationPrimary Email
How to contact Erica Wilfrid
Join and see Erica's contact info for free!Phone
Current Roles
Employees:
85Revenue:
$11.1MAbout
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.InvestEdge Address
3 Bala Plaza WestBala Cynwyd, PA
United States