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August 02, 2015 5:12 PM ET

Internet Software and Services

Company Overview of InvestEdge, Inc.

Company Overview

InvestEdge, Inc. provides Web-based wealth management solutions to large banks, trust companies, brokerage firms, and financial advisors. The company offers InvestEdge, a Web-based software for managing, measuring, and reporting on high net worth and ultra high net worth portfolios. Its solutions include portfolio management, performance measurement, client reporting, trade automation, compliance monitoring, and data aggregation. The company was founded in 2000 and is based in Bala Cynwyd, Pennsylvania with administrative offices in Pittsburgh, Pennsylvania.

231 Saint Asaphs Road

Suite W629

Bala Cynwyd, PA 19004-1416

United States

Founded in 2000





Key Executives for InvestEdge, Inc.

Co-Founder, Chief Executive Officer and President
Chief Operating Officer
Compensation as of Fiscal Year 2015.

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