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Insights

Acquisition Opportunity Recent acquisition of InvestEdge by Docupace Technologies signals potential integration deals, channel partnerships, or cross-sell opportunities with Docupace’s client base and ecosystem.

Regulatory Focus ComplianceEdge targets regulatory risk management across OCC, FDIC, FINRA, and SEC environments, presenting a sales angle to banks, broker-dealers, RIAs, and fiduciaries seeking strengthened supervision and monitoring.

Mid-market Scale Company size (11-50 employees) and revenue indicators ($50M-$100M) place InvestEdge in the midsize financial services segment, suggesting upsell to mid-tier advisory firms and regional broker-dealers seeking scalable compliance tech.

Cloud-first Stack Tech stack centered on Microsoft Azure and related cloud services offers collaboration opportunities with firms already invested in Azure for compliance, data governance, and security.

Growth Signals Funding history and notable press around leadership appointment post-acquisition imply ongoing growth and transformation, creating receptivity to modernized risk and compliance solutions.

Similar companies to InvestEdge, Inc.

InvestEdge, Inc. Tech Stack

InvestEdge, Inc. uses 4 technology products and services including Microsoft Azure DNS, Font Awesome, Azure Front Door, and more. Explore InvestEdge, Inc.'s tech stack below.

  • Microsoft Azure DNS
    Domain Name Services
  • Font Awesome
    Font Scripts
  • Azure Front Door
    Load Balancers
  • Microsoft Azure
    Platform As A Service

InvestEdge, Inc.'s Email Address Formats

InvestEdge, Inc. uses at least 3 email formats:
InvestEdge, Inc. Email FormatsExamplePercentage
FLast@investedge.comJDoe@investedge.com
97%
Last.First@investedge.comDoe.John@investedge.com
2%
FL@investedge.comJD@investedge.com
1%

Frequently Asked Questions

What is InvestEdge, Inc.'s phone number?

Minus sign iconPlus sign icon You can contact InvestEdge, Inc.'s main corporate office by phone at
+1-610-747-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is InvestEdge, Inc.'s official website and social media links?

Minus sign iconPlus sign iconInvestEdge, Inc.'s official website is compliance-edge.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does InvestEdge, Inc. generate?

Minus sign iconPlus sign icon As of August 2026, InvestEdge, Inc.'s annual revenue is estimated to be $50M - $100M.

What is InvestEdge, Inc.'s SIC code and NAICS code?

Minus sign iconPlus sign iconInvestEdge, Inc.'s SIC code is 7372 - Prepackaged Software and NAICS code is 52 - Finance and Insurance.

How many employees does InvestEdge, Inc. have currently?

Minus sign iconPlus sign iconAs of August 2026, InvestEdge, Inc. has approximately 43 employees across 3 continents, including North America, Asia and Europe. Key team members include Chief Executive Officer: B. E., Chief Executive Officer: B. S. and Vice President Of Sales: C. O. Explore InvestEdge, Inc.'s employee directory with LeadIQ.

What industry does InvestEdge, Inc. belong to?

Minus sign iconPlus sign iconInvestEdge, Inc. operates in the Financial Services industry.

What technology does InvestEdge, Inc. use?

Minus sign iconPlus sign iconInvestEdge, Inc.'s tech stack includes Microsoft Azure DNS, Font Awesome, Azure Front Door and Microsoft Azure.

What is InvestEdge, Inc.'s email format?

Minus sign iconPlus sign iconInvestEdge, Inc.'s email format typically follows the pattern of FLast@investedge.com. Find more InvestEdge, Inc. email formats with LeadIQ.

How much funding has InvestEdge, Inc. raised to date?

Minus sign iconPlus sign icon As of August 2026, InvestEdge, Inc. has raised $5.3M in funding. The last funding round occurred on Jan 19, 2017 for $5M.

When was InvestEdge, Inc. founded?

Minus sign iconPlus sign iconInvestEdge, Inc. was founded in 2000.
InvestEdge, Inc. logo

InvestEdge, Inc.

Financial ServicesPennsylvania, United States11-50 Employees

InvestEdge, Inc. offers ComplianceEdge, a platform for trade supervision and account monitoring within financial services. The system provides surveillance, monitoring, and reviews across brokerage, advisory, and fiduciary accounts to support regulatory compliance. Built on a portfolio management framework, ComplianceEdge aims to minimize regulatory risk for firms interacting with regulators such as the OCC, FDIC, FINRA, and the SEC. Its target customers include broker-dealers, registered investment advisers, and bank trust companies. The company is based in Canonsburg, western Pennsylvania, and operates in the financial services sector. In February 2026, Docupace Technologies, Inc. announced its acquisition of InvestEdge and appointed Brian Filanowski as chief executive.

Section iconCompany Overview

Phone number
+1-610-747-****
Website
compliance-edge.com
SIC Code
7372 - Prepackaged Software
NAICS Code
52 - Finance and Insurance
Founded
2000
Employees
11-50

Section iconMedia & News

Section iconFunding & Financials

  • $5.3M

    InvestEdge, Inc. has raised a total of $5.3M of funding over 2 rounds. Their latest funding round was raised on Jan 19, 2017 in the amount of $5M as a Debt Financing.

  • $50M - $100M

    InvestEdge, Inc.'s revenue is estimated to be in the range of $50M - $100M

Company Leadership

  • Chief Executive Officer at InvestEdge, Inc.
    B. E.
    Chief Executive Officer
    Mobile Phone
  • Chief Executive Officer at InvestEdge, Inc.
    B. S.
    Chief Executive Officer
    Mobile Phone
  • Vice President Of Sales at InvestEdge, Inc.
    C. O.
    Vice President Of Sales
    Mobile Phone
  • Vice President Of Business Development at InvestEdge, Inc.
    J. C.
    Vice President Of Business Development
    Mobile Phone
  • President at InvestEdge, Inc.
    L. L.
    President
    Mobile Phone

Employee Directory

  • Vice President Of Business Development at InvestEdge, Inc.
    J. C.
    Vice President Of Business Development
    Mobile Phone
  • Vice President, Solutions Specialist at InvestEdge, Inc.
    T. L.
    Vice President, Solutions Specialist
    Mobile Phone
  • Director Of Production Support at InvestEdge, Inc.
    C. B.
    Director Of Production Support
    Mobile Phone
  • Controller at InvestEdge, Inc.
    D. F.
    Controller
    Mobile Phone
  • Architecture Team And Product Support - Developer at InvestEdge, Inc.
    M. S.
    Architecture Team And Product Support - Developer
    Mobile Phone

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