Mind the Gap: InvestEdge

An Inside Look at InvestEdge’s journey from bootstrapped idea to exiting on their own terms.

About InvestEdge

InvestEdge provides a software platform that ensures compliance and reduces operating risk in the increasingly regulated wealth management industry. Banks, broker-dealers, and trust institutions rely on InvestEdge for data aggregation capabilities and portfolio construction, monitoring and compliance. InvestEdge customers included:  View InvestEdge’s Portfolio Profile >>

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