InvestEdge, Inc., a Philadelphia, PA-based provider of integrated digital wealth solutions to advisors, raised $5m in debt financing.
Vistara Capital Partners provided the financing.
The company will use the proceeds to accelerate the growth of digital investment product delivery and the its portfolio analytics, risk management and client reporting solutions.
Led by Bob Stewart, CEO, InvestEdge provides innovative advisor solutions to financial institution firms. Its open architecture platform provides a full suite of tools that automates key front-office functions that include advisor dashboard, alerts, portfolio management, performance measurement, reporting, compliance monitoring, trade/rebalancing, data aggregation, client and investment (through MMxChange a subsidiary of InvestEdge) portal solutions.
FinSMEs
19/01/2017