InvestEdge partners with progressive leaders of investment firms who advise and serve prosperous individuals and families. Our sole focus is the delivery of innovative thinking and proven wealth management technology to help you grow your business and deliver the ultimate client experience.

Today, dozens of the world’s leading advisors rely on InvestEdge for managing, measuring and reporting on the assets of high net worth and ultra-high net worth clients. Our talented, knowledgeable and dedicated team-combined with our patented wealth management solutions-enables you to focus on what matters most: Building stronger, deeper and more profitable relationships with your clients.