Company Overview

AllData Advisor from CashEdge is the preeminent financial account aggregation service for financial advisors, brokerages, wealth management firms and providers of financial advisor applications. Our expert management team combines business and technology management expertise from some of the world's leading financial companies including Morgan Stanley, Thomson Reuters, Albridge Solutions, E*TRADE Financial, DST Systems, Standard & Poor's and Merrill Lynch.

CashEdge is also the leading provider of Intelligent Money Movement™ services enabling over 600 leading financial institutions to provide a single point of access for multiple easy-to-use consumer and small business online fund transfer capabilities. Founded in 1999 and funded by leading venture capital firms, CashEdge employs more than 300 people worldwide with offices in New York City, Sunnyvale, CA; and Chennai, India.

Some of Our Valued Clients