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Insights

Market Position InvestEdge, Inc. operates in the competitive financial services sector with a specialized compliance platform, indicating opportunities to provide advanced regulatory technology solutions that help firms meet evolving regulatory demands and reduce risk.

Growth Potential With a revenue range of 50M to 100M and recent funding of 5M, InvestEdge demonstrates significant growth potential and openness to new investments, suggesting receptiveness to innovative compliance solutions and technological upgrades.

Technology Alignment The company's use of cloud-based technologies like Microsoft Azure and Azure Front Door presents opportunities to offer scalable, secure, and integrated cloud services, enhancing compliance monitoring and client data security.

Expanding Customer Base Targeting broker-dealers, RIAs, and bank trust companies, InvestEdge serves a diverse financial client base that may be interested in comprehensive regulatory compliance and risk management tools.

Competitive Edge InvestEdge's focus on compliance officers and future-oriented technology positions it as a strategic partner for firms seeking to modernize regulatory oversight, creating opportunities for tailored solutions that complement their compliance frameworks.

Similar companies to InvestEdge, Inc.

InvestEdge, Inc. Tech Stack

InvestEdge, Inc. uses 3 technology products and services including Font Awesome, Azure Front Door, Microsoft Azure, and more. Explore InvestEdge, Inc.'s tech stack below.

  • Font Awesome
    Font Scripts
  • Azure Front Door
    Load Balancers
  • Microsoft Azure
    Platform As A Service

Media & News

InvestEdge, Inc.'s Email Address Formats

InvestEdge, Inc. uses at least 2 format(s):
InvestEdge, Inc. Email FormatsExamplePercentage
FLast@investedge.comJDoe@investedge.com
97%
Last.First@investedge.comDoe.John@investedge.com
2%
FL@investedge.comJD@investedge.com
1%

Frequently Asked Questions

Where is InvestEdge, Inc.'s headquarters located?

Minus sign iconPlus sign iconInvestEdge, Inc.'s main headquarters is located at 2400 Ansys Drive, Suite 102. The company has employees across 3 continents, including North AmericaEuropeAsia.

What is InvestEdge, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact InvestEdge, Inc.'s main corporate office by phone at
+1-610-747-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is InvestEdge, Inc.'s official website and social media links?

Minus sign iconPlus sign iconInvestEdge, Inc.'s official website is compliance-edge.com and has social profiles on LinkedInCrunchbase.

What is InvestEdge, Inc.'s SIC code NAICS code?

Minus sign iconPlus sign iconInvestEdge, Inc.'s SIC code is 7372 - Prepackaged Software NAICS code is 52 - Finance and Insurance.

How many employees does InvestEdge, Inc. have currently?

Minus sign iconPlus sign iconAs of December 2025, InvestEdge, Inc. has approximately 59 employees across 3 continents, including North AmericaEuropeAsia. Key team members include Chief Executive Officer: B. E.Chief Executive Officer: B. S.Chief Technology Officer: S. A.. Explore InvestEdge, Inc.'s employee directory with LeadIQ.

What industry does InvestEdge, Inc. belong to?

Minus sign iconPlus sign iconInvestEdge, Inc. operates in the Financial Services industry.

What technology does InvestEdge, Inc. use?

Minus sign iconPlus sign iconInvestEdge, Inc.'s tech stack includes Font AwesomeAzure Front DoorMicrosoft Azure.

What is InvestEdge, Inc.'s email format?

Minus sign iconPlus sign iconInvestEdge, Inc.'s email format typically follows the pattern of FLast@investedge.com. Find more InvestEdge, Inc. email formats with LeadIQ.

How much funding has InvestEdge, Inc. raised to date?

Minus sign iconPlus sign icon As of December 2025, InvestEdge, Inc. has raised $5M in funding. The last funding round occurred on Jan 19, 2017 for $5M.

When was InvestEdge, Inc. founded?

Minus sign iconPlus sign iconInvestEdge, Inc. was founded in 2000.

InvestEdge, Inc.

Financial ServicesPennsylvania, United States51-200 Employees

InvestEdge's ComplianceEdge is a revolutionary Trade Supervision & Account Monitoring platform that enables Broker Dealers, RIAs and Bank Trust companies to provide their customers with the highest levels of stewardship, while exceeding the ever-evolving regulatory guidelines.

We create the highest standard of outcomes for our customers' compliance and risk groups.

We believe that the compliance officer of the future should play a pivotal role in how financial firms are built, grown, and run. That’s why we empower them with the technology and knowledge to transform the firms they serve.

The ComplianceEdge investment management compliance solution supports surveillance, monitoring, and reviews for brokerage, advisory, and fiduciary accounts. Built on a portfolio management platform ComplianceEdge minimizes investment firms regulatory risk when working with the OCC, FDIC, FINRA, and SEC Regulators.

Section iconCompany Overview

Headquarters
2400 Ansys Drive, Suite 102
Phone number
+1-610-747-****
Website
compliance-edge.com
SIC Code
7372 - Prepackaged Software
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
51-200

Section iconMedia & News

Section iconFunding & Financials

  • $5M

    InvestEdge, Inc. has raised a total of $5M of funding over 2 rounds. Their latest funding round was raised on Jan 19, 2017 in the amount of $5M.

  • $50M$100M

    InvestEdge, Inc.'s revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $5M

    InvestEdge, Inc. has raised a total of $5M of funding over 2 rounds. Their latest funding round was raised on Jan 19, 2017 in the amount of $5M.

  • $50M$100M

    InvestEdge, Inc.'s revenue is estimated to be in the range of $50M$100M

Company Leadership

  • Stylized image of a person
    B. E.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    B. S.
    Chief Executive Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. A.
    Chief Technology Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. H.
    Chief Architect
    Phone icon
    Mobile Phone
  • Stylized image of a person
    C. O.
    Vice President Of Sales
    Phone icon
    Mobile Phone

Employee Directory

  • Stylized image of a person
    L. L.
    President
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. J.
    Owner
    Phone icon
    Mobile Phone
  • Stylized image of a person
    R. C.
    Co-Founder, Semicolon Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. W.
    Director Of Product Management (head Of Product Team)
    Phone icon
    Mobile Phone
  • Stylized image of a person
    P. H.
    Chief Architect
    Phone icon
    Mobile Phone

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