Tech Company Financing Transactions

InvestEdge Funding Round

On 1/20/2017, InvestEdge received $5 million in investment from Vistara Capital Partners.

Transaction Overview

Company Name
Announced On
1/20/2017
Transaction Type
Venture Equity
Amount
$5,000,000
Round
Undisclosed
Investors
Proceeds Purpose
This financing will be used to accelerate the growth of digital investment product delivery and the company's industry-leading portfolio analytics, risk management and client reporting solutions.

Company Information

Company Status
Private & Independent
Industry
FinTech
Mailing Address
3 Bala Plz. West 600
Bala Cynwyd, PA 19004
USA
Email Address
Overview
InvestEdge is the only comprehensive wealth management to address the daily tasks and workflows common to HNW and UHNW advisors.
Profile
InvestEdge LinkedIn Company Profile
Social Media
InvestEdge Company Twitter Account
Company News
InvestEdge News
Facebook
InvestEdge on Facebook
YouTube
InvestEdge on YouTube

Management Team

Title
Name
Email & Social
Chief Executive Officer
Bob Stewart
  Bob Stewart LinkedIn Profile  Bob Stewart Twitter Account  Bob Stewart News  Bob Stewart on Facebook


 

 

Browse more venture capital transactions:

Prev: 1/20/2017: Two Bit Circus venture capital transaction
Next: 1/20/2017: mLevel venture capital transaction

 

Share this article

 


News on VC Transactions

Our team works diligently to report on all VC transactions involving tech companies. VC transactions reported here are sourced from news reports and company announcements. The information comes to us via our partnership with VentureDeal.com, an affiliated venture.

 


Additional Resources for Entrepreneurs

Lists of Venture Capital and Private Equity Firms

Franchise Opportunities

Contributors

Business Glossary