About iVest Plus
iVest Plus is a company based in Emeryville (United States) founded in 2012 by Rance Masheck. It operates as a SaaS, and B2B. iVest Plus offers products and services including Trading Platform, AI Screener, and Trade Journal. iVest Plus operates in a competitive market with competitors including YvesBlue, Emerginvest, Eff Robinhood, IWay Portal and Prudena, among others.
- Headquarter Emeryville, United States
- Founders Rance Masheck
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TechnologyFinancial Services
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Products & Services of iVest Plus
iVest Plus offers a comprehensive portfolio of products and services, including Trading Platform, AI Screener, and Trade Journal. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for stock and options trading with AI analysis
AI-driven tool to screen stocks and options
Automated journaling for trade tracking and improvement
Funding Insights of iVest Plus
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investments & Acquisitions by iVest Plus
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - iVest Plus
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Ivest Plus Comparisons
Competitors of iVest Plus
iVest Plus operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as YvesBlue, Emerginvest, Eff Robinhood, IWay Portal and Prudena, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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Data aggregation and reporting platform for the stock market
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| domain | founded_year | HQ Location |
Provides news, data, research, and analysis on emerging world stock markets.
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| domain | founded_year | HQ Location |
Serves as an online platform aggregating equity research data for users.
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| domain | founded_year | HQ Location |
Operates a subscription-based B2B portal for corporate investors.
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| domain | founded_year | HQ Location |
A marketplace for financial research, connecting investors and investment managers with valuable insights.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Ivest Plus
Frequently Asked Questions about iVest Plus
When was iVest Plus founded?
iVest Plus was founded in 2012.
Where is iVest Plus located?
iVest Plus is headquartered in Emeryville, United States. It is registered at Emeryville, California, United States.
Who is the current CEO of iVest Plus?
Rance Masheck is the current CEO of iVest Plus. They have also founded this company.
What does iVest Plus do?
iVest Plus provides a comprehensive trading platform for stocks and options, featuring tools like charting, research, and AI-based screeners. It enables users to journal trades, backtest strategies, and access crypto data through a secure web and mobile interface. Targeted at educators, brokers, and newsletters, it supports integrations and white label solutions for business growth.
Who are the top competitors of iVest Plus?
iVest Plus's top competitors include YvesBlue, IWay Portal and Emerginvest.
What products or services does iVest Plus offer?
iVest Plus offers Trading Platform, AI Screener, and Trade Journal.
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