Company Performance Metrics
- Stephen Arbour: Chief Technology Officer
Bob Stewart: Founder
InvestEdge partners with progressive leaders of investment firms who advise and serve prosperous individuals and families. Their 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. Their talented, knowledgeable and dedicated team-combined with their patented wealth management solutions-enables you to focus on what matters most: Building stronger, deeper and more profitable relationships with your clients.
Since inception in 2000, InvestEdge has steadily grown into the premier provider of wealth management solutions by helping firms:
