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.

NewEdge Growth diagram

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

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.