Cramer FinTech Directory

Investedge

3 Bala Plaza West, Suite 600 Bala Cynwyd, PA 19004

xtiva-logo.jpg

Categories We Cover: Advisory — Platform, Client Portal, Compliance Oversight, Data — Aggregation,
Portfolio — Management, Portfolio — Rebalancing, Reporting

Our Company in 30 seconds!
Jeffrey Cowley
President
800-830-1839
jcowley@investedge.com
Roland Collins
Co-Founder, CTO
800-830-1839
rcollins@investedge.com
Rusty Sommer
VP Bus Dev
925-286-5173
rsommer@investedge.com