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InvestEdge

Company Name

InvestEdge

Main Industry

Software

Website

www.investedge.com

Contact Information

Headquarters

3 Bala Plz W, Fl 6, Bala Cynwyd, Pennsylvania, 19004, United States

(800) 830-1839

Pittsburgh, Pennsylvania Office

1151 Freeport Rd, Pittsburgh, Pennsylvania, 15238, United States

(610) 747-0123

Bala Cynwyd, Pennsylvania Office

1 Belmont Ave, Ste 200, Bala Cynwyd, Pennsylvania, 19004, United States

(610) 747-0123

InvestEdge Profile and History

InvestEdge is a leading provider of innovative advisor solutions to financial institutions. Our integrated solutions provide a breadth of tools that simplify complicated wealth management processes and reduce overall operational risk. Using the integrated solutions automates key front office functions like easy-to-use portfolio management, trading/rebalancing, performance measurement, reporting, c ompliance/fiduciary monitoring, and data aggregation tools. Through MMxCHANGE, we provide a marketplace of investment products for wealth management firms.

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InvestEdge Inc

Investedge

InvestEdge , Inc.

InvestEdge, Inc.

InvestEdge Inc.

Revenue

$21.1 M

Employees

111

Founded

2000

Primary Industries

Funding History

InvestEdge raised a total of $6 M in funding over 2 rounds.

InvestEdge Executive Team & Key Decision Makers

Name & TitleContact Info
Joe Miskel
Joe Miskel

Executive Vice President

❅❅❅❅@investedge.com

(215) ❅❅❅-❅❅❅❅

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Chris Ollendike
Chris Ollendike

Executive Vice President & Director, Sales

❅❅❅❅@investedge.com

(917) ❅❅❅-❅❅❅❅

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Tina Lorenz
Tina Lorenz

Vice President, Solutions & Specialist

❅❅❅❅@investedge.com

(610) ❅❅❅-❅❅❅❅

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Paul Adack
Paul Adack

Global Vice President, Md Investment Management Solutions

❅❅❅❅@investedge.com

(484) ❅❅❅-❅❅❅❅

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Rusty Sommer
Rusty Sommer

Vice President, Business Development

❅❅❅❅@investedge.com

(925) ❅❅❅-❅❅❅❅

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Jeffrey Cowley
Jeffrey Cowley

Senior Vice President

❅❅❅❅@investedge.com

(215) ❅❅❅-❅❅❅❅

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Erica Wilfrid
Erica Wilfrid

Director, Implementation Services

❅❅❅❅@investedge.com

(609) ❅❅❅-❅❅❅❅

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Mac Wilson
Mac Wilson

Director, Performance

❅❅❅❅@investedge.com

(302) ❅❅❅-❅❅❅❅

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Ryan McCormick
Ryan McCormick

Director, Development

❅❅❅❅@investedge.com

(310) ❅❅❅-❅❅❅❅

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Skip Snyder
Skip Snyder

Director, Information Technology

❅❅❅❅@investedge.com

(610) ❅❅❅-❅❅❅❅

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Samuel Attias
Samuel Attias

Director, Sales

❅❅❅❅@investedge.com

(917) ❅❅❅-❅❅❅❅

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Scott Compton
Scott Compton

Product Owner

❅❅❅❅@investedge.com

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Recently Updated Team Members

Name & TitleContact Info
Samuel Attias
Samuel Attias

Director, Sales

❅❅❅❅@investedge.com

(917) ❅❅❅-❅❅❅❅

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Lisa Binotto
Lisa Binotto

Manager, Human Resource

❅❅❅❅@investedge.com

(412) ❅❅❅-❅❅❅❅

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Jamie Campbell
Jamie Campbell

Strategic Account Executive

❅❅❅❅@investedge.com

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Lee von Seldeneck
Lee von Seldeneck

Performance Analyst

(610) ❅❅❅-❅❅❅❅

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Jeffrey Cowley
Jeffrey Cowley

Senior Vice President

❅❅❅❅@investedge.com

(215) ❅❅❅-❅❅❅❅

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Heather Haggerty
Heather Haggerty

Business Analyst

❅❅❅❅@investedge.com

(610) ❅❅❅-❅❅❅❅

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Nick Confer
Nick Confer

Developer

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William Johnson
William Johnson

Team Lead, Production Support

❅❅❅❅@investedge.com

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Russell Hughey
Russell Hughey

Strategic Account Executive

❅❅❅❅@investedge.com

(978) ❅❅❅-❅❅❅❅

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Jesse Everett
Jesse Everett

Network & Systems Administrator

❅❅❅❅@investedge.com

(610) ❅❅❅-❅❅❅❅

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Marc DeStefano
Marc DeStefano

Performance Associate

❅❅❅❅@investedge.com

(610) ❅❅❅-❅❅❅❅

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Phil Karanicolas
Phil Karanicolas

Team Lead Performance Analyst

❅❅❅❅@investedge.com

(610) ❅❅❅-❅❅❅❅

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Joseph DImperio
Joseph DImperio

Account Manager

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Top InvestEdge Integrations and Technologies

Here's a list of some of the top trending technologies and APIs used by InvestEdge.

Frameworks and Libraries

(5 Technologies)

Programming Languages

(4 Technologies)

Content Delivery Networks

(3 Technologies)

Other Communication and Collaboration Software

(3 Technologies)

Web Analytics

(2 Technologies)

InvestEdge Product Offerings

TechnologyWebsite UsingMarket Share
MediaCAST

MediaCAST

6

0.04%

Largest Customers of InvestEdge Products

More than 6 companies reportedly use InvestEdge products in their tech and software stacks

InvestEdge Email Formats

ParameterSample EmailPercentage

InvestEdge Top Competitors

CompanyEmployeesRevenueTop technologies
FolioDynamix

FolioDynamix

295$65.1 M
Vestmark

Vestmark

400$84 M
Xeye

Xeye

64$12.8 M
Concert Wealth Management

Concert Wealth Management

66$14.2 M
Skience

Skience

200$42 M

What is InvestEdge revenue?

InvestEdge revenue is $21.1 M

How many employees does InvestEdge have?

InvestEdge has 111 employees

Where is InvestEdge headquarters located?

InvestEdge headquarters are located in 3 Bala Plz W, Fl 6, Bala Cynwyd, Pennsylvania, 19004, United States

What are InvestEdge’s primary industries?

InvestEdge’s main industries are: Software

Who is InvestEdge’s CEO?

InvestEdge’s CEO is Bob Stewart

What are InvestEdge’s key products?

InvestEdge’s key products are: MediaCAST

What are some additional names or alternative spellings that users use while searching for InvestEdge?

InvestEdge appears in search results as InvestEdge Inc, Investedge, InvestEdge , Inc.InvestEdge, Inc., InvestEdge Inc....See More