EdgeRock Wealth Management
Taking wealth management to the next level.
18 employees · est. 2009 · Denver, United States
Swanest - Exit to Delen Private Bank
Swanest is specialised in digital wealth management and provides services to private investors and institutional clients
1 employees · est. 2014 · London, United Kingdom
EdgeRock Wealth Management is the older company (2009 vs 2014); EdgeRock Wealth Management is the larger of the two.
Side-by-Side Comparison
| Metric | EdgeRock Wealth Management | Swanest - Exit to Delen Private Bank |
|---|---|---|
| Founded | ||
| Founded | 2009 older | 2014 |
| Headquarters | ||
| Headquarters | Denver, United States | London, United Kingdom |
| Employees | ||
| Employees | 18 larger | 1 |
| Industry | ||
| Industry | Financial Services, Wealth Management | Financial Services, Fintech, Trading Platform |
| Funding Stage | ||
| Funding Stage | Not tracked yet | Seed |
| Total Funding | ||
| Total Funding | Not tracked yet | $750.00K |
| Funding Rounds | ||
| Funding Rounds | Not tracked yet | 1 |
| Services | ||
| Services | Not tracked yet | Portfolio Tracking, Financial Management Guidance, Investment Education Guides, Automated Savings Management |
| Target Customers | ||
| Target Customers | Not tracked yet | Wealth Managers, Individual Investors, Financial Media |
| Taxonomy | ||
| Taxonomy | Investment Advisory, Financial Strategies, Registered Investment Adviser, Investment Vehicles, Financial Planning, Wealth Management, Investment Advisers Act Of 1940, Form ADV Part 2A & 2B, Investment Advice, Financial Information, Investment Management, Financial Advisory, SEC Compliance | Digital Wealth Management, Financial Technology, Investment Solutions, Algorithmic Investment, Global Client Servicing, Financial Advisory Services, Software Engineering, Transparent Financial Services |
| Website | ||
| Website | edgerockwealth.com | swanest.com |
About EdgeRock Wealth Management
EdgeRock Wealth Management is a United States-based company that offers financial strategies for your life's journey. The company provides investment advisory services through duly registered individuals, in collaboration with AE Wealth Management, LLC (AEWM). It is important to note that AEWM and E...
About Swanest - Exit to Delen Private Bank
Swanest, the fintech startup founded in 2014, has emerged as a promising player in the Financial Services and Trading Platform sectors. Specializing in digital wealth management, Swanest aims to simplify intelligent investing for both private and institutional clients, including financial advisors a...
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Funding, hiring, leadership and stack changes at EdgeRock Wealth Manage... and Swanest - Exit to Dele... — by email.
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Compiled from the BounceWatch company index. We last looked at EdgeRock Wealth Management on 13 Sep 2024, and Swanest - Exit to Delen Private Bank on 3 Jul 2025. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.