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 $30 billion in client assets as of December 31, 2021.
The Numbers
As of March 31, 2023
In Client Assets
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 Capital Group in 2022 Recruited $9 Billion in Expected AUM
NewEdge Capital Group announced today that the firm reported record 2022 growth in client assets and advisor teams. The firm is headquartered in Pittsburgh and oversees $32 billion in total client assets.
Kyle Bass, Steven Einhorn Join NewEdge Wealth Investment Advisory Board
NewEdge Wealth announced that Steven Einhorn, Retired Vice Chairman of Omega Advisors, and Kyle Bass, Co-Founder and CEO of Conservation Equity Management and Founder and Chief Investment Officer of Hayman Capital Management, have joined the firm’s Investment Advisory Board.
NewEdge Advisors Appoints Steve Pirigyi as President to Lead Its Next Phase of Growth
NewEdge Advisors announced today that former LPL Financial Executive Vice President Steve Pirigyi has joined the firm as President and Jeff Cutler has been appointed to the newly created Chief Experience Officer and Managing Partner role.
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.
