Key facts
- It has raised $3.4M across 1 recorded rounds; the latest was Seed Round ($3.4M) in Dec 2016.
- InvestEdge has filed 1 Form D with the SEC, most recently Jan 2017 ($3.4M sold to 1 investors).
- Status: Acquired/Merged (Operating Subsidiary).
- ·Post-money valuations for all 1 rounds
- ·Watchlist + deal alerts for InvestEdge
Funding rounds
1 roundsAbout InvestEdge
Developer of a web-based integrated platform designed to provide wealth management services. The company's platform offers services like portfolio management, performance measurement, client reporting, compliance and fiduciary monitoring, rebalancing and trading, enabling investment management firms and institutions to streamline operations, simplify workflows and build stronger, deeper and more profitable client relationships.
- Sector
- Information Technology
- HQ
- Canonsburg, PA, United States
- Employees
- 59
- Website
- compliance-edge.com/
- Ownership
- Acquired/Merged (Operating Subsidiary)
InvestEdge doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in InvestEdge shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on InvestEdge in its N-PORT filings yet. We sweep new filings monthly.