NewEdge Capital Group
A leading provider of best-in-class, technology- enabled solutions for financial intermediaries and their clients.
Our Mission
Financial Services is still about service
We maintain a keen focus on the second part of the financial services industry – service.
Our success reflects a long-held philosophy of combining the ethic of relationship-centric customer service with a sharp focus on advancing technology to produce operational efficiencies and competitive advantages. Our focus is on utilizing technology to enhance personal service and interactions, not replace them.
A Team of Experts
We have assembled a core team that represents the best talent in the Captive Ultra High Net Worth space, the best in the Affiliated space, and some of the best experience building a market leader in the captive high net worth and M&A space
NewEdge has been decades in the making
The launch of NewEdge Capital Group is the coming together of several affiliated companies and divisions under EdgeCo Holdings. The firms and divisions that comprise the company trace their roots back over 40 years and have provided best-in-class technology-enabled solutions and support services to financial intermediaries and their clients.
NewEdge Capital Group and its affiliates have over $50 billion in client assets as of March 31, 2024.
![NewEdge Growth diagram](https://www.newedgecapitalgroup.com/wp-content/uploads/newedge-growth.jpg)
The Numbers
As of March 31, 2024
Client Assets Serviced
Client Accounts Serviced
Office locations for NewEdge Advisors
Advisors and Reps affiliated with NewEdge Wealth, NewEdge Advisors and NewEdge Securities.
Back Office, Technology & Marketing Support Personnel
Custodian Partners
Company Announcements
NewEdge Wealth Welcomes Brian Nick to Investment Management Team
Experienced manager joins from The Macro Institute with experience at TIAA/Nuveen, UBS Wealth Management and New York Federal Reserve Bank.
What RIAs Can Learn From Legendary Football Coach Nick Saban
Bob McCann, Co-Chairman of NewEdge Capital Group and veteran financial services leader, shares his experience on the crucial role of culture in his recent article published by Barron’s.
NewEdge Capital Group Earns Multiple Finalist Spots for Wealthies Awards
We are honored that several members of the NewEdge Capital Group family have been recognized as finalists for the Wealthies awards!
Want to join the NewEdge Team?
NewEdge Capital Group is part of EdgeCo Holdings, a diversified financial services organization with over 600 employees across the country. Click below to see currently available positions at NewEdge and across EdgeCo.