InvestEdge
Bala Cynwyd, US · Delaware corporation · 1 known investors
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Integrated digital wealth solutions for financial advisors; acquired Sep 2020.
Founders & leadership
RE
Roland E. CollinsExecutive
MM
Michael MorgartExecutive
RS
Robert S. StewartExecutive
BR
Brian R. BurnsExecutive
Investors · 1
Vistara Growthlisted by Vistara GrowthVancouver
How we know: Vistara Growth's portfolio page · funding news · Not right? Tell us
Reported raises · per SEC filings
Form D private placements$3.4M disclosed across 1 round · 2016
▶$3.4MraisedJan 2017 · 1 investors · Other TechnologyRule 506(b)
▶$3.4MraisedJan 2017 · 1 investors · Other Technology
Rule 506(b)Officers, directors & promoters on the filing
- Roland E. CollinsExecutive Officer, Director
- Michael MorgartExecutive Officer
- Robert S. StewartExecutive Officer, Director
- Brian R. BurnsExecutive Officer
- Offering amount
- $5.5M
- Amount sold
- $3.4M
- Minimum investment
- $3.4M
- Sales commissions
- $300K
- Proceeds to insiders
- $550K
- Placement agents
- FTP Securities LLC
- First sale
- Dec 2016
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Frequently asked questions
- What does InvestEdge do?
- Integrated digital wealth solutions for financial advisors; acquired Sep 2020.
- Who are InvestEdge's investors?
- InvestEdge's investors include Vistara Growth.
- How much funding has InvestEdge raised?
- InvestEdge has disclosed $3.4M raised across 1 round.
- Where is InvestEdge headquartered?
- InvestEdge is headquartered in Bala Cynwyd, US.
