Wealth management tools advisors, investment officers, performance personnel and compliance professionals need to achieve optimum productivity.
Location: United States, Pennsylvania, Lower Merion Township
Total raised: $5M
Investors 4
| Date | Name | Website |
| - | Innovation... | innovation... |
| - | Feathering... | feathering... |
| - | Vistara Gr... | vistaragro... |
| - | Vistara Ca... | vistaracap... |
Funding Rounds 1
| Date | Series | Amount | Investors |
| 19.01.2017 | - | $5M | Vistara Ca... |
Mentions in press and media 4
| Date | Title | Description |
| 19.01.2017 | InvestEdge Receives $5 Million Growth Capital Financing | InvestEdge, Inc. the rapidly growing provider of integrated digital wealth solutions to advisors, announced a $5 million growth debt financing from Vistara Capital Partners. This is the first ever external financing transaction for InvestEd... |
| 19.01.2017 | Vistara Capital Partners Provides US$5M Growth Financing to InvestEdge | Vistara Capital Partners (“Vistara”) announced that it has provided a US$5 million growth capital facility to InvestEdge Inc., a rapidly growing provider of integrated digital wealth solutions to financial advisors. This financing will be u... |
| 19.01.2017 | InvestEdge Raises $5M in Debt Financing | InvestEdge, Inc., a Philadelphia, PA-based provider of integrated digital wealth solutions to advisors, raised $5m in debt financing. Vistara Capital Partners provided the financing. The company will use the proceeds to accelerate the growt... |
| 03.10.2016 | Fintech Singapore Startup of The Month: Bento, Asia’s First Bionic Advisor | Bento, a company of Mesitis Capital, is a bionic investment advisor that merges algorithm-powered asset allocation models with a human touch that promises better portfolio performance, productivity and user experience for a fraction of the ... |