About InvestEdge
InvestEdge is a Technology company based in Pittsburgh (United States) founded in 2000 by Roland Collins and Bob Stewart, and was acquired by Featheringill Capital in October 2020. Wealth management platform automates portfolio and client reporting functions. InvestEdge has raised $300 thousand across 2 funding rounds from investors including Innovation Works, Vistara Growth and Featheringill Capital. The company has 35 employees. InvestEdge offers products and services including Trade Supervision, Account Monitoring, Data Management, Trade Blotter, and Oversight and Reporting. Its focus areas include FinTech, Investment Tech, Wealth Management IT and Risk Management. Its legal entity is INVESTEDGE INC. Its competitors include Altruist, CAIS and GeoWealth; 3 of its 3 listed competitors have raised funding.
Company details
InvestEdge was founded in 2000 in Pittsburgh, United States, as a provider of wealth management solutions. The platform is designed to automate front and middle office operations, including portfolio management, performance measurement, compliance monitoring, and trade automation. Services are extended to large banks, trust companies, brokerage firms, and financial advisors, with clients such as Wilmington Trust and Glenview Trust utilizing the system.
- Headquarters Pittsburgh, United States
- Employees 35
- Founders Roland Collins, Bob Stewart
- Stage Acquired
- SectorsTechnology
- Website investedge.com
- Social LinkedIn Facebook
- Acquired by Featheringill Capital (Oct 2020)
- Legal Name Investedge Inc
- Total Equity Funding$300K (USD)
in 2 rounds
- Latest Funding Round$5M (USD), Debt – Conventional
Jan 2017
- InvestorsInnovation Works
& 2 more
- Employee Count35
- Acquired byFeatheringill Capital
(Oct 2020)
Products & Services of InvestEdge
InvestEdge offers a comprehensive portfolio of products and services, including Trade Supervision, Account Monitoring, Data Management, Trade Blotter, and Oversight and Reporting.
Monitors transactions daily for suitability and conflicts of interest.
Tracks positions against benchmarks to mitigate regulatory risks.
Handles investment data interfaces for comprehensive compliance insights.
Enables review and reconciliation of trades and alerts proactively.
Delivers real-time reports on alerts for better decision-making.
Funding Insights of InvestEdge
InvestEdge has successfully raised a total of $300K across 2 strategic funding rounds. The most recent funding activity was a Debt – Conventional round of $5 million completed in January 2017. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $300,000
- Total Rounds 2
- Last Round Debt – Conventional — $5M
- First Round $300,000
(Jun 2000)
- Investors Count 2
All 2 funding rounds of InvestEdge with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jan 2017 | $5M | Debt – Conventional | – | – | |
| Jun 2000 | $300,000 | Seed | – | – |
3 investors in total: 3 institutional.
Investors in InvestEdge
InvestEdge has secured backing from 3 investors, including venture fund investors. Prominent investors backing the company include Innovation Works, Vistara Growth and Featheringill Capital.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Debt and equity solutions are provided to mid-to-late-stage technology companies. | vistaragrowth.com | Vancouver, Canada | ||
Software, hardware, and life sciences startups are funded and accelerated. | 1999 | innovationworks.org | Pittsburgh, United States | |
An operator-led investment firm focused on acquiring and enhancing businesses. | featheringillcapital.com | Birmingham, United States |
Investor details for InvestEdge
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of InvestEdge
3 people are tracked at InvestEdge (3 in leadership); the tracked headcount is 35.
| Name | Role | Group |
|---|---|---|
Roland Collins | Co-Founder | Leadership |
Bob Stewart | Co-Founder | Leadership |
Liz Pharo | Chairman | Leadership |
Complete people profiles for InvestEdge
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Timeline of InvestEdge
4 dated milestones of InvestEdge across 20 years, from founding to its latest funding, stage changes and deals.
- Founded InvestEdge is founded.
- Funding First funding round of $300K.
- Funding Latest funding round, Debt – Conventional, of $5.0M.
- Exit Acquired by Featheringill Capital.
Competitors of InvestEdge
InvestEdge has 3 listed competitors in our database, 3 of them funded. They include Altruist, CAIS and GeoWealth.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| altruist.com | 2018 | Los Angeles, United States | $601.5M | 169 | Portfolio management software for financial advisors | |
| caisgroup.com | 2009 | New York, United States | $734M | Financial planning and advisory solutions are offered to wealth managers. | ||
| geowealth.com | 2010 | Chicago, United States | $75M | Integrated wealth management solutions are offered for advisors and institutions. |
Detailed competitors of InvestEdge
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- Full competitor set
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Verified entity values are shown only after access is granted.
Top companies in GRC, Risk & Compliance Software
3 companies that operate in the same segment as InvestEdge (GRC, Risk & Compliance Software) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cybersecurity and zero trust solutions are delivered for secure networks. | 2007 | San Jose, California, United States | USD 148 M | USD 3.35 B | 9,616 | |
Platform that provides data analysis and management solutions | 2003 | Denver, Colorado, United States | USD 2.46 B | USD 2.87 B | 5,915 | |
Identity and access management solutions are provided for developers. | 2013 | Bellevue, Washington, United States | USD 332.75 M | 350 |
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Frequently Asked Questions about InvestEdge
InvestEdge was founded in 2000.
InvestEdge is headquartered in Pittsburgh, United States. It is registered at Pittsburgh, Pennsylvania, United States.
InvestEdge is a funded company, having raised a total of $300K across 2 funding rounds to date. The company's 1st funding round was a Seed of $300K, raised on Jun 2000.
InvestEdge has 35 employees.
InvestEdge was founded in 2000 in Pittsburgh, United States, as a provider of wealth management solutions. The platform is designed to automate front and middle office operations, including portfolio management, performance measurement, compliance monitoring, and trade automation. Services are extended to large banks, trust companies, brokerage firms, and financial advisors, with clients such as Wilmington Trust and Glenview Trust utilizing the system.
InvestEdge offers Trade Supervision, Account Monitoring, Data Management, Trade Blotter, and Oversight and Reporting.
InvestEdge has 3 investors. Key investors include Innovation Works, Vistara Growth, and Featheringill Capital.
InvestEdge operates through Investedge Inc.
Yes. InvestEdge was acquired by Featheringill Capital in October 2020.