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.
View Top Employees from InvestEdge, Inc.Website | https://www.compliance-edge.com |
Revenue | $21 million |
Funding | $6 million |
Employees | 65 (65 on RocketReach) |
Founded | 2000 |
Address | 2400 Ansys Dr Suite 102, Canonsburg, Pennsylvania 15317, US |
Phone | (800) 830-1839 |
Technologies |
JavaScript,
HTML,
PHP
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Industry | Financial Services, Software General, Wealth Managment Platform, Software, FinTech, Portfolio Managment, Personal Finance, Investment Reporting, Compliance, Performance, Project Management |
Web Rank | 3 Million |
Keywords | Investedge Careers, Invest Edge, Investedge |
Competitors | Accutech Systems Corporation, Coldstream Wealth Management, First Rate, Inc, The Colony Group |
SIC | SIC Code 737 Companies, SIC Code 73 Companies |
NAICS | NAICS Code 54 Companies, NAICS Code 42 Companies, NAICS Code 42343 Companies, NAICS Code 423 Companies, NAICS Code 511 Companies, NAICS Code 4234 Companies, NAICS Code 541 Companies, NAICS Code 51 Companies, NAICS Code 5112 Companies |
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The InvestEdge, Inc. annual revenue was $21 million in 2024.
Jeffrey Cowley is the President of InvestEdge, Inc..
65 people are employed at InvestEdge, Inc..
InvestEdge, Inc. is based in Canonsburg, Pennsylvania.
The NAICS codes for InvestEdge, Inc. are [54, 42, 42343, 423, 511, 4234, 541, 51, 5112].
The SIC codes for InvestEdge, Inc. are [737, 73].