/Companies

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

Reported raises · per SEC filings

Form D private placements

$3.4M disclosed across 1 round · 2016

▶$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
Full filing on SEC EDGAR ↗

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.