InvestEdge
InvestEdge is a U.S. wealth management compliance software provider whose ComplianceEdge platform serves bank trust departments, broker-dealers, and RIAs, monitoring over 750,000 investor accounts representing more than $3.5 trillion in assets across 100+ financial institutions.
- Company typePrivate
- Founded2000
- HeadquartersPittsburgh, United States
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What InvestEdge does
InvestEdge is a U.S.-based regulatory compliance software provider for the wealth management industry, headquartered in Pittsburgh and operating since 2000. The company's core product, the ComplianceEdge platform, is a unified surveillance and compliance system that monitors investor accounts for FINRA and SEC compliance, supports trade surveillance, account monitoring with risk-based supervision, Regulation 9 investment reviews for bank trust departments, and workflow-based supervisory approvals with integrated document management. The platform serves bank trust departments, broker-dealers, and registered investment advisors, monitoring more than 750,000 investor accounts representing over $3.5 trillion in assets across 100+ financial institutions, including 10 of the 50 largest U.S. banks.
The platform is built around configurable, rules-based alerts aligned with firm policy, centralized review queues with comment tracking and escalation workflows, and audit-ready documentation designed to support technology-enabled supervision. Its differentiators include deep specialization in FINRA and SEC regulatory requirements, low false-positive rates, and configurable dashboards tailored to compliance leaders at financial institutions.
InvestEdge operates on a subscription-based enterprise SaaS revenue model, selling directly to financial institutions through an enterprise field sales motion with dedicated engagement for bank trust departments, broker-dealers, and RIAs. As of February 25, 2026, InvestEdge was acquired by Docupace, an AI-enabled back-office and compliance software provider backed by Genstar Capital, and was integrated into Docupace's broader compliance portfolio alongside products such as jPass, Compliance TRACKR, and PreciseFP.
InvestEdge firmographics
Firmographics- Name
- InvestEdge
- Legal name
- InvestEdge
- Website
- https://investedge.com
- Company type
- Private
- Founded year
- 2000
- Operating status
- Acquired
- Headcount range
- 51–100 employees
- Short description
- InvestEdge is a U.S. wealth management compliance software provider whose ComplianceEdge platform serves bank trust departments, broker-dealers, and RIAs, monitoring over 750,000 investor accounts representing more than $3.5 trillion in assets across 100+ financial institutions.
- Ownership category
- akta.pro rank
InvestEdge industry classification
Industry- Product category
- Wealth Management Compliance Software
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- AML/KYC, Investor Onboarding & Compliance Services (FSAAAMAE)
- akta.pro secondary industry
- Investor Education, Research & Portfolio Analytics Services (Retail) (FSAAAAAO)
Keywords
Where InvestEdge is headquartered
LocationHeadquarters
- HQ city
- Pittsburgh
- HQ country
- United States
- HQ region
- North America
Markets served
InvestEdge business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Operations, Infrastructure
Revenue model
- Compliance Software Licensing: Regulatory compliance software licensing to financial institutions including bank trust departments, broker-dealers, and registered investment advisors. Revenue generated through software platform subscriptions supporting trade surveillance, account monitoring, and compliance documentation.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels4 records
InvestEdge product offering
Product offeringCore offering
InvestEdge provides the ComplianceEdge platform, a regulatory compliance and surveillance software solution for wealth management firms. The platform unifies trade surveillance, account monitoring, risk-based supervision, Regulation 9 investment and fiduciary reviews, workflow-based supervisory approvals, document management, and oversight reporting for bank trust departments, broker-dealers, and registered investment advisors.
Product overview
InvestEdge, acquired by Docupace in February 2026, offered the ComplianceEdge platform as its primary product—a regulatory compliance software solution serving bank trust departments, broker-dealers, and registered investment advisors (RIAs). ComplianceEdge is a unified surveillance and compliance platform that connects the full lifecycle of client activity, including trade surveillance, account monitoring, investment and fiduciary reviews, and enterprise-grade compliance oversight. The platform supports over 750,000 investor accounts representing more than $3.5 trillion in assets across more than 100 financial institutions, including 10 of the 50 largest U.S. banks. Following the acquisition, ComplianceEdge has been integrated into Docupace's broader compliance portfolio as part of their unified platform offering.
Differentiator
Problem solved
Functional benefit
Brands
- ComplianceEdge: A regulatory compliance platform that monitors over 750,000 investor accounts representing more than $3.5 trillion in assets across more than 100 financial institutions.
Products and services
- ComplianceEdge
Quantifiable outcome
- Monitoring over 750,000 investor accounts representing more than $3.5 trillion in assets
Companies that use InvestEdge
Customer profileNamed customers2 records
Segments3 records
Ideal customer profiles3 records
InvestEdge technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature4 records
InvestEdge partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- DocupacecoreDocupace, an AI-enabled back-office and compliance software provider for wealth management firms, acquired InvestEdge to expand its compliance portfolio with InvestEdge's ComplianceEdge platform. Brian Filanowski, a data and analytics veteran, was appointed as CEO of the combined entity. The acquisition aims to accelerate growth through AI-driven product development.
Scale indicators3 records
Recent moves5 records
Expansion highlights4 records
InvestEdge competitors and assessment
Company assessmentMarket position
Competitive moat4 records
Key risks6 records
Key highlights6 records
Customer concentration
InvestEdge social profiles
Digital presenceInvestEdge financial estimates
Financial estimateRevenue estimate
Valuation estimate
InvestEdge leadership team
Management profileNumber of profiles
Profiles1 record
InvestEdge funding detail
Funding detailFunding overview
Funding rounds3 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
InvestEdge M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about InvestEdge
What does InvestEdge do?
InvestEdge provides the ComplianceEdge platform, a regulatory compliance and surveillance software solution for wealth management firms. The platform unifies trade surveillance, account monitoring, risk-based supervision, Regulation 9 investment and fiduciary reviews, workflow-based supervisory approvals, document management, and oversight reporting for bank trust departments, broker-dealers, and registered investment advisors.
Is InvestEdge a public or private company?
InvestEdge is a private company. It is classified as corporate owned and is currently acquired.
When was InvestEdge founded?
InvestEdge was founded in 2000. It employs 51 to 100 people.
Where is InvestEdge based?
InvestEdge is headquartered in Pittsburgh, United States, in the North America region.
How does InvestEdge make money?
One revenue line is on record: compliance Software Licensing.
Does InvestEdge have an API?
No public API is recorded for InvestEdge.
What industry is InvestEdge in?
InvestEdge's product category is Wealth Management Compliance Software. Its primary akta.pro industry code is FSAAAMAE, AML/KYC, Investor Onboarding & Compliance Services, with a secondary code of FSAAAAAO, Investor Education, Research & Portfolio Analytics Services (Retail). Its NAICS code is 52394 and its SIC code is 6282.