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NewEdge Wealth logo — Wealth management that comes with a wealth of knowledge.

NewEdge Wealth

Wealth management that comes with a wealth of knowledge.

Founded 2020 United States Stamford, United States 147 employees Finance, Financial Services +1

General Information

Company Name NewEdge Wealth
Founded Year 2020
Location United States Stamford, United States +1
Employees 147
Industries Finance, Financial Services, Wealth Management
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About NewEdge Wealth

NewEdge Wealth is a wealth management startup founded in 2020. The company's slogan, "Wealth management that comes with a wealth of knowledge," encapsulates its dedication to providing top-tier resources and solutions tailored to the evolving needs of ultra-high-net-worth, family office, and institutional clients. NewEdge Wealth operates as a division of NewEdge Capital Group, LLC, with investment advisory services offered through NewEdge Wealth, LLC, a registered investment adviser, and securities offered through NewEdge Securities, LLC, Member FINRA/SIPC. The company's focus on the finance, financial services, and wealth management sectors positions it at the intersection of burgeoning financial technology and client-oriented solutions. With no publicly disclosed information about the last investment or the investors involved, NewEdge Wealth's potential growth and strategic partnerships remain open to speculation in the eyes of venture capitalists seeking opportunities in the finance and wealth management industries.

Taxonomy: ultra-high-net-worth clients, family office services, institutional clients, investment advisory, financial solutions, registered investment adviser, securities brokerage, customized wealth strategies, financial expertise, Stamford-based company

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NewEdge Wealth Alternatives & Competitors

NewEdge Wealth vs
Brian Armstrong, CFP®
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NewEdge Wealth vs
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NewEdge Wealth vs
Fletching Arrows Wealth Management LLC
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FAQ About NewEdge Wealth

Wealth management that comes with a wealth of knowledge.
NewEdge Wealth was founded in 2020.
NewEdge Wealth is headquartered in Stamford, United States.
NewEdge Wealth operates in the following industries: Finance, Financial Services, Wealth Management.
NewEdge Wealth has approximately 147 employees.
Top alternatives and competitors to NewEdge Wealth include Brian Armstrong, CFP® , Leo Wealth, Fletching Arrows Wealth Management LLC, Beacon Capital Management, LLC, Wealth Management, Inc. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
NewEdge Wealth and Brian Armstrong, CFP® are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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