Company profile: InvestEdge
1.1 - Company Overview
Company description
- Provider of wealth management technology and compliance solutions for large banks, trust companies, and brokerage firms. Offerings include ComplianceEdge for unified compliance and reduced false positives; investment data management interfaces; daily trade supervision; proactive trade blotter; real-time oversight and reporting; and daily account monitoring against firm rules and benchmarks.
Products and services
- Account Monitoring: A rule-based capability performing daily monitoring of positions and account data against benchmarks or rules set by the firm
- ComplianceEdge: An enterprise-grade platform that manages compliance, reduces false positives, and unifies account monitoring on a single platform for financial firms
- Trade Supervision: A regulatory-grade system conducting daily surveillance of transactions to monitor for suitability, conflicts of interest, and representative registration
Key contacts
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Financial details
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1.2 - Competitors and similar companies to InvestEdge
KMG
HQ: United Kingdom
Website
- Description: Provider of investment management, financing, income protection, retirement planning, and long-term care planning services.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
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D3X Systems
HQ: United States
Website
- Description: Provider of cutting-edge software solutions for the investment management business, creating institutional technology to support systematic investment techniques.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Guideline
HQ: United States
Website
- Description: Provider of an all-inclusive 401(k) retirement plan platform for growing businesses, handling plan administration including set-up, participant enrollment and education, recordkeeping, investment management, compliance, and reporting, with straightforward flat-fee pricing per participant.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
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Eze Software
HQ: United States
Website
- Description: Provider of investment management software and services, including Eze Investment Suite for front-to-back office operations across asset classes; Eze Eclipse, a cloud-native unified investment platform; Eze OMS to streamline investment activity with intelligent trading workflows and an extensive liquidity network; Eze EMS for high-speed trading with centralized access to a broad liquidity network for equities, futures, and options; and Strategic Services to optimize platform use.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Eze Software company profile →
Vintage Group
HQ: United States
Website
- Description: Provider of full-service regulatory compliance and shareholder communication services across capital markets, corporate services, and institutional and fund services, including IPO registrations, transactions, virtual data rooms, EDGAR and XBRL filing, and typesetting.
- Rationale: This competitor operates in a highly similar market segment with overlapping features.
- Company type: Private company
- Employees: ●●●●●
- Total funding raised: $●●●m
- Backers: ●●●●●●●●●●
- Acquisitions: ●●
View full Vintage Group company profile →
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2.M&A buyers
2.1 Potential strategic acquirers in the sector
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2.2 - Strategic buyer groups for InvestEdge
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Buyer group 2: ████████ ████████
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Buyer group 3: ████████ ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms
3.1 - Buyout funds investing in similar companies to InvestEdge
2.2 - Growth funds investing in similar companies to InvestEdge
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4 - Top valuation comps for InvestEdge
4.2 - Public trading comparable groups for InvestEdge
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