InvestEdge partners with progressive investment firm leaders to help clients grow through innovative thinking and proven wealth management technology. Top advisors worldwide rely on InvestEdge for managing the assets of high and ultra-high net worth clients.
InvestEdge positioned itself for rapid growth in anticipation of expanding its employee base from 85 to over 200. InvestEdge’s fundamental challenges included supporting the company’s internal team (and processes) while onboarding new talent. To prepare itself, the business would need to break from its homegrown (but unscalable) Waterfall system and establish more efficient documentation and training for internal operations.