Fundz

Invest Edge, Inc. reported raising $3.39 Million in an initial SEC Form D filing, from an offering of $5.52 Million

PRIVATEJan 10, 2017$3.4M of $5.5M raised

Amount Raised

$3.39 Million

$3.39 Million sold, per SEC Form D (first sale Jan 10, 2017)

Round Type

Seed

Bala CynwydInformation TechnologyFinancial ServicesSoftwareAnalytics

Quick answer

InvestEdge, Inc. raised $3.39 Million in a Seed round, dated January 10, 2017. InvestEdge, Inc. is based in Bala Cynwyd, Pennsylvania, United States.

How much did InvestEdge, Inc. raise?
InvestEdge, Inc. raised $3.39 Million in a Seed round on January 10, 2017.
What does InvestEdge, Inc. do?
InvestEdge provides software solutions that cater to wealth management and financial advisory firms.
Where is InvestEdge, Inc. based and how big is it?
InvestEdge, Inc. is based in Bala Cynwyd, Pennsylvania, United States.

Source: Fundz verified event record.

Who else raised in Financial Services and Analytics around the same time

Companies in the same sectors as InvestEdge, Inc. that raised within 45 days of this round, from Fundz verified event records.

  • Beeline Holdings raised $1M (Seed) on January 17, 2017.
  • CREDITPOINT SOFTWARE, LLC raised $100K (Pre-Seed) on February 15, 2017.
  • Uptake raised $70M on February 8, 2017.
  • Nielsen raised $150K (Seed) on January 12, 2017.
  • Enverus raised $750K (Seed) on January 12, 2017.
  • Information Services Group (ISG) raised $11M on December 9, 2016.

Who to call at InvestEdge, Inc., and when

A new round usually means InvestEdge, Inc. is about to hire and buy. The teams that reach out first get the meeting.

  • An alert the day InvestEdge, Inc. raises, hires an executive or expands, scored against what you sell
  • The decision-makers there, with verified emails
  • Who you already know at InvestEdge, Inc., from your own LinkedIn network

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Company Information

Company

InvestEdge, Inc.

Location

1 BELMONT AVENUE

Bala Cynwyd, Pennsylvania, United States

About

InvestEdge provides software solutions that cater to wealth management and financial advisory firms. The company's tools enhance operational efficiency and support investment management processes. InvestEdge is recognized for its focus on data integration and analytics. They aim to improve decision-making and client servicing in the financial landscape.

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InvestEdge, Inc. raised. Fundz records a round at a median of 3.6 minutes from the SEC filing, with the decision-maker attached.

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