Second Photo
fundable.
DATA PLATFORM
  • Dashboard
  • Companies
  • People
  • Investment Firms
  • Angels & Partners
COLLECTIONS
  • Lists
  • Saved Searches
  • Hiring Lists
WORKFLOWS
  • Deal Alerts
  • Integrations
  • API + Credits


logo
InvestEdge logo

InvestEdge

Recent Finacing

Debt

Recent Raise

$5M

InvestEdge provides an open-architecture digital wealth platform for advisors and financial institutions, delivering advisor dashboards, portfolio management, performance measurement, reporting, compliance monitoring, trade/rebalancing, and client portals.

Founded 2000
Pennsylvania, United States
51-100
Private
investedge.com

Highlights

Focus Areas

Advice
Financial Services
FinTech
Wealth Management

Recent Investors

Vistara Growth logo

Financials

$5M

Total Raised

1

Funding round

1

Investor