March 23, 2017 3:15 AM ET

Software

Company Overview of InvestEdge, Inc.

Company Overview

InvestEdge, Inc. provides wealth management solutions for investment firms. The company offers web-based software for managing, measuring, and reporting on high net worth and ultra-high net worth portfolios. It provides portfolio management, performance measurement, client reporting, compliance monitoring, simple rebalancing, data aggregation, and client portal solutions. The company was founded in 2000 and is based in Pittsburgh, Pennsylvania.

1151 Freeport Road

Suite 396

Pittsburgh, PA 15238

United States

Founded in 2000

Phone:

610-747-0123

Fax:

610-291-1124

Key Executives for InvestEdge, Inc.

Co-Founder and Chief Executive Officer
Co-Founder and President
Co-Founder and Chief Technology Officer
Chief Operating Officer
Executive Vice President and Director of Sales
Compensation as of Fiscal Year 2016.

InvestEdge, Inc. Key Developments

InvestEdge, Inc. Secures USD 5 Million Growth Capital Financing

InvestEdge, Inc. has received a USD 5 million growth debt financing from Vistara Capital Partners. This financing will be used to accelerate the growth of digital investment product delivery and the company's portfolio analytics, risk management and client reporting solutions. Financial Technology Partners LP and FTP Securities LLC (together, "FT Partners"), acted as sole strategic advisor to InvestEdge in this transaction.

InvestEdge Appoints Chris Ollendike as New Executive Vice President and Director of Sales

InvestEdge, Inc. has announced that Chris Ollendike, co-founder and former SVP of Business Development at FolioDynamix, has recently joined the executive team at InvestEdge.  Mr. Ollendike has been hired as EVP, Director of Sales and will lead the company's business development and marketing efforts. Chris will oversee the sales strategy and delivery for both InvestEdge and MMxChange.

InvestEdge, Inc. Promotes Mike Morgart to Chief Operating Officer

InvestEdge, Inc. announced that the Board of Directors approved the promotion of Mike Morgart to become the Chief Operating Officer of their rapidly growing organization. Mike will join the executive team of Co-Founders: Bob Stewart, CEO and Roland Collins, CTO, along with Brian Burns, President.

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Recent Private Companies Transactions

Type
Date
Target
Private Placement
December 20, 2016
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