FINRA offers a Compliance Vendor Directory offering firms a list of vetted vendors that offer compliance-related products and services. At InvestNext, we’re excited to announce that we’re officially listed on FINRA’s Compliance Vendor Directory. The directory is a comprehensive resource that enables firms to search for and evaluate vendors who offer compliance-related products and services.As a vendor, InvestNext offers FINRA firms a premier investment management solution, with native CRM and project management capabilities.
At InvestNext, we set out on a mission to transform the way investment firms raise and manage capital. The company is based in Detroit, Michigan, and was founded in 2016. At the time, we realized the industry as a whole operates within a black box, with countless hours spent on activities that made fundraising, investment management, and investor relations tedious and inefficient.Since day one, we’ve known that tomorrow’s investor is one who will not only have access to detailed performance metrics across their portfolio but also have the full picture of the positive impact they have made on the communities they have invested in. With that in mind, we’ve built a software platform that enables investment firms to operate more effectively and provide greater transparency to their investors. Instrumental to this effort, has been our close partnerships with commercial real estate syndicators and other investment firms around the globe. As of today, we are trusted by tens of thousands of investors, with billions of dollars managed on the platform.