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InvestorCOM

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  • Comment: In accordance with the Wikimedia Foundation's Terms of Use, I disclose that I have been paid by my employer for my contributions to this article. Janeicom (talk) 14:38, 23 July 2026 (UTC)


InvestorCOM
File:InvestorCOM Logo.png
ISIN🆔
IndustryInformation Technology
Founded 📆1992
Founder 👔David Reeve
Area served 🗺️
Members
Number of employees
🌐 Websitewww.investorcom.com
📇 Address
📞 telephone

InvestorCOM

InvestorCOM is a North American regulatory technology company that develops compliance software for wealth management firms, broker-dealers, insurance organizations, and financial advisors. Founded in 1992, the company specializes in technology for rollover recommendations, supervisory oversight, disclosure delivery, and regulatory recordkeeping.[1]

InvestorCOM's software is designed to support compliance with regulatory frameworks including SEC Regulation Best Interest (Reg BI), the U.S. Department of Labor's Prohibited Transaction Exemption (PTE) 2020-02, and Canadian Client Focused Reforms.

References

  1. "InvestorCOM". InvestorCOM. Retrieved 23 July 2026.


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