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Fintech: Wealth management and digital investment products

Status: Exited



InvestEdge (Philadelphia, PA) is a leading wealth management and customer engagement software platform enabling investment professionals and advisors to build long-term client relationships. InvestEdge counts over 100 wealth management and blue-chip financial services firms as its customers, with the platform helping to manage a total of over $2 trillion in assets.

InvestEdge Use Case Examples

Expansion     |     Evolutions

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