NewEdge Wealth
Highly Engaged Employees
Highly Engaged EmployeesFinance · Connecticut, United States · 51-200 Employees
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Overview
Headquarters
2200 Atlantic St Ste 200, Stamford, Conn...Phone Number
(855) 949-5855Website
www.newedgewealth.comRevenue
$5.1 MillionIndustry
ZI Rank: 2
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About NewEdge Wealth
NewEdge Wealth specializes in simplifying and managing the complexities of wealth for individuals and families, offering customized strategies that focus on both present demands and future legacies. Their clientele includes multi-generational families, family offices, entrepreneurs, corporate executives, and private equity professionals. The firm emphasizes personalized service, advanced wealth strategies, and utilizes technology to enhance client-advisor relationships. NewEdge Wealth is dedicated to providing institutional caliber investment products and services tailored to unique client needs.Explore more
NewEdge Wealth Org Chart
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Managing Director, Portfolio Manager
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NewEdge Wealth is experiencing very low activity levels compared to other companies in the Finance sector.
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NewEdge Wealth is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about NewEdge Wealth.
NewEdge Wealth Tech Stack
A closer look at the technologies used by NewEdge Wealth
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Hiring Plans
NewEdge Wealth has more open roles in Operations than it has had at any time in the past 12 months.
Hiring Plans
Open Position
Event
Person-Based
Events, Spending/Investment, Financial Planning, Machine Learning, Forecasting, Artificial Intelligence, Finance, Financial Strategy, Investor Relations, Podcast
Facilities Relocation / Expansion
NewEdge Wealth is planning to move offices in April 2026. The move will impact approximately 5 employees at the existing office located at 980 N Federal Hwy, Suite #302, Boca Raton, FL.
Facilities Relocation/Expansion
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NewEdge Wealth News & Media
NewEdge Wealth Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders
STAMFORD, Conn.--(BUSINESS WIRE)--Wealth management industry veterans Paul Izlar and Brendan Keelan, CFA®, have joined NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth families, family offices and institutional clients. Izlar becomes a Managing Director and Keelan takes on the role of Principal, Investment Solutions, Fixed Income. They join the team with prior colleagues William deButts and Jimmy Patrick, who joined NewEdge as ManaRISR Partners With NewEdge Wealth to Support Better Outcomes for Business Owners
PHILADELPHIA--(BUSINESS WIRE)-- #BusinessOwners--RISR, the first comprehensive business owner engagement platform for financial advisors, announced today its partnership with NewEdge Wealth, a division of NewEdge Capital Group, LLC, a leading wealth management firm with more than $60 billion in client assets serviced.** Through this collaboration, NewEdge Wealth advisors will avail themselves of RISR’s best-in-class resources and solutions designed to meet the evolving needs of business owner clNewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms
STAMFORD, Conn.--(BUSINESS WIRE)--NewEdge Wealth, LLC, a registered investment advisor specializing in serving ultra high net worth families, family offices and institutional clients, announced today that financial advisors can now access the innovative Structured Note Strategies from its investment platform, NewEdge Investment Solutions (NEIS), through the Envestnet and SMArtX platforms. This expansion builds upon NewEdge’s existing relationship with Halo Investing, a platform focused on proteNewEdge Wealth Accelerates Southeast Growth With Two Ultra High Net Worth Managing Directors
STAMFORD, Conn.--(BUSINESS WIRE)--NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that experienced wealth managers William deButts and Jimmy Patrick have joined as Managing Directors. DeButts joins NewEdge’s Atlanta location while Patrick is the first advisor to join in North Carolina. Both served as Partners and Senior Wealth Advisors with Edge Capital Partners.
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NewEdge Wealth specializes in simplifying and managing the complexities of wealth for individuals and families, offering customized strategies that focus on both present demands and future legacies. Their clientele includes multi-generational families, family offices, entrepreneurs, corporate executives, and private equity professionals. The firm e... Read More
