InvestEdge, Inc.

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One Belmont Avenue, Suite 200
Bala Cynwyd, PA 19004
About InvestEdge, Inc.
  • InvestEdge is a leading provider of innovative advisor solutions to banks, registered investment advisors, family offices, and brokerage firms. Founded in June of 2000, InvestEdge remains to be one of the fastest-growing providers of wealth management solutions to the U.S. UHNW and HNW advisor market. Through a patented data unification process, supported by an integrated wealth management platform, InvestEdge simplifies complex wealth management operations and automates key front-office functions including portfolio management, performance measurement, client communications and reporting, compliance monitoring, trade automation, data aggregation, and client portal solutions. To learn more about InvestEdge, visit our website.
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News about InvestEdge, Inc.
  • InvestEdge Named Best Reporting Solution By Private Asset Management Posted