January 18, 2018 1:15 PM ET


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





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 2017.

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.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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