InvestEdge, Inc.

www.investedge.com

InvestEdge® is a leading provider of innovative advisor solutions to wealth management firms. Our integrated solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office functions like easy-to-use portfolio management, trading/rebalancing, performance measurement, reporting, compliance/fiduciary monitoring, and data aggregation tools.

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InvestEdge® is a leading provider of innovative advisor solutions to wealth management firms. Our integrated solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office functions like easy-to-use portfolio management, trading/rebalancing, performance measurement, reporting, compliance/fiduciary monitoring, and data aggregation tools.

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Country

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State

Pennsylvania

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Founded

2000

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Estimated Revenue

$10,000,000 to $50,000,000

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Potential Decision Makers

  • Client Relationship Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Report Development Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Senior Software Architect

    Email ****** @****.com
    Phone (***) ****-****
  • Advisory Quality Assurance Engineer

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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