Overview of Transaction

• On January 19, 2017, InvestEdge announced the completion of its $5 million growth debt financing led by Vistara Capital Partners
• Headquartered in Bala Cynwyd, PA, InvestEdge is a leading provider of wealth management solutions to large banks, trust companies, RIAs, brokerage firms and financial advisors
• Vistara Capital Partners provides growth debt and equity solutions to mid-later stage technology and technology-enabled services companies across North America

Significance of Transaction

• The new capital will be used to support the Company's rapid growth
• Specifically it will be used for building out a more scalable client acquisition and delivery organization, investment in its core service offering, and investment in digital products and solutions to support the changing advisor marketplace that will drive new client acquisition and expand the Company's current addressable market
• In addition, the financing provides a key partnership with Vistara Capital Partners to accelerate the pursuit of enormous growth opportunities

FT Partners' Role

• FT Partners served as exclusive strategic and financial advisor to InvestEdge and its Board of Directors
• This transaction demonstrates FT Partners' continued strength in the technology-enabled wealth management sector