InvestEdge, Inc. logo

InvestEdge, Inc. Employee Directory

Financial ServicesPennsylvania, United States11-50 Employees

InvestEdge, Inc. offers ComplianceEdge, a platform for trade supervision and account monitoring within financial services. The system provides surveillance, monitoring, and reviews across brokerage, advisory, and fiduciary accounts to support regulatory compliance. Built on a portfolio management framework, ComplianceEdge aims to minimize regulatory risk for firms interacting with regulators such as the OCC, FDIC, FINRA, and the SEC. Its target customers include broker-dealers, registered investment advisers, and bank trust companies. The company is based in Canonsburg, western Pennsylvania, and operates in the financial services sector. In February 2026, Docupace Technologies, Inc. announced its acquisition of InvestEdge and appointed Brian Filanowski as chief executive.

Find InvestEdge, Inc. employees' phone numbers or email addresses

InvestEdge, Inc. Global Highlights

Location
Employees

North America
60

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  • United States Of America
    60

Asia
1

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  • Pakistan
    1

Europe
1

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  • Luxembourg
    1

InvestEdge, Inc.'s Leadership

  • Stylized image of a person
    B. M.
    Ceo & Executive Chairman
  • Stylized image of a person
    B. E.
    Chief Executive Officer
  • Stylized image of a person
    B. S.
    Chief Executive Officer
  • Stylized image of a person
    C. O.
    Vice President Of Sales
  • Stylized image of a person
    J. C.
    Vice President Of Business Development
  • Stylized image of a person
    L. L.
    President
  • Stylized image of a person
    M. J.
    Owner
  • Stylized image of a person
    T. L.
    Vice President, Solutions Specialist

InvestEdge, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Engineering
  • Banking
  • Entrepreneurship
  • Sales
  • Business
  • Other
  • Finance

Contact profiles from InvestEdge, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    B. M.
    Ceo & Executive Chairman
    Jul 16, 2026
  • Stylized image of a person
    B. E.
    Chief Executive Officer
    Oct 23, 2024
  • Stylized image of a person
    B. S.
    Chief Executive Officer
    Aug 27, 2024
  • Stylized image of a person
    L. L.
    President
    Oct 21, 2024
  • Stylized image of a person
    M. J.
    Owner
    Oct 17, 2024
  • Stylized image of a person
    C. O.
    Vice President Of Sales
    Oct 21, 2024
  • Stylized image of a person
    J. C.
    Vice President Of Business Development
    Feb 05, 2024
  • Stylized image of a person
    T. L.
    Vice President, Solutions Specialist
    Oct 17, 2024
  • Stylized image of a person
    C. B.
    Director Of Production Support
    LuxembourgLuxembourg
    Jun 25, 2026
  • Stylized image of a person
    D. F.
    Controller
    Oct 17, 2024

Frequently Asked Questions

What is InvestEdge, Inc. known for?

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InvestEdge, Inc. was founded in 2000 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore InvestEdge, Inc.'s company overview page for more information.

What is InvestEdge, Inc.'s most common email format?

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InvestEdge, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more InvestEdge, Inc. email formats with LeadIQ.

How many employees does InvestEdge, Inc. have currently?

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InvestEdge, Inc. has approximately 45 employees as of July 2026. These team members are located across 3 continents, including North AmericaAsiaEurope.

Who are InvestEdge, Inc.'s key employees and leadership?

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As of July 2026, InvestEdge, Inc.'s key employees include:

  • Ceo & Executive Chairman: B. M.
  • Chief Executive Officer: B. E.
  • Chief Executive Officer: B. S.
  • Vice President Of Sales: C. O.
  • Vice President Of Business Development: J. C.

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