EdgeCo Holdings
Likely to Engage tag.Highly Engaged Employees

Finance · Pennsylvania, United States · 501-1,000 Employees

View Company Info for Free

Overview

Headquarters

1251 Waterfront Pl Ste 510, Pittsburgh, ...

Phone Number

(800) 693-7800

Revenue

$339.2 Million

Industry

Finance Securities Trading Lending & Brokerage Holding Companies & Conglomerates
ZI Rank: 4
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
4
4
5
3
5
4

About EdgeCo Holdings

EdgeCo Holdings delivers technology-driven financial solutions and support services to intermediaries and their clients, focusing on retirement plan administration, brokerage, advisory, and trust and custody offerings. Through its subsidiaries, it supports advisors and serves high net worth individuals, family offices, and institutions, aiming to provide integrated, high-quality services that enhance client outcomes and operational efficiency.Explore more
EdgeCo Holdings's Social MediaPopular SearchesEDGECo Holdings LPEdgeCo HoldingsEdgeCo Holdings IncEdgecoholdingsSIC Code 62,628NAICS Code 52,523Show more

EdgeCo Holdings Org Chart

PS
United States flag for contact location.

Chief Executive Officer

Flame icon indicating likelihood to engage via phone.PhoneEmail
RD
United States flag for contact location.

Chief Information Officer

Flame icon indicating likelihood to engage via phone.PhoneEmail
MB
United States flag for contact location.

Chief Financial Officer

Flame icon indicating likelihood to engage via phone.PhoneEmail
DL
United States flag for contact location.

Chief Technology Officer

PhoneEmail
JB
United States flag for contact location.

Chief Financial Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.
JP
United States flag for contact location.

Chief Information Security Officer

PhoneEmail

PhoneEmail
Get the full picture
Sign in to uncover key details.

Is EdgeCo Holdings your ideal customer?

Let us give you the heads up on whether it's a good time to reach out

Recommended Actions

Compare Similar Companies to EdgeCo Holdings

Compare insights from companies similar to EdgeCo Holdings, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EdgeCo Holdings

$339.2M
501-1,000
Private
-
-
$773.3M
1K - 5K
Private
-
2015
JH
Jay HollisConsultantn615 423 6598 President, Sales
$436.3M
1K - 5K
Private
<$5M
1985
$386.7M
501-1,000
Private
-
2002
JC
Jennifer CeccarelliManaging Director
$157.2M
501-1,000
Private
-
1969
$51.5M
501-1,000
Private
-
1990
$23.3M
201-500
Private
-
-
JS
Julie SchlossRetirement Project Specialist
Illustration of an envelopeCompany Insights

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

EdgeCo Holdings is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

EdgeCo Holdings is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about EdgeCo Holdings.

EdgeCo Holdings Tech Stack

A closer look at the technologies used by EdgeCo Holdings

Most Recent Scoops

Hiring Plans
EdgeCo Holdings has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: SAP Concur.
Hiring Plans
Hiring Plans
EdgeCo Holdings has more open roles in Information Technology than it has had at any time in the past 12 months. Technologies mentioned include: Python, SQL, Microsoft SQL Server Reporting, Microsoft SQL Server, and Power BI.
Hiring Plans
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Open Position
See more scoops

EdgeCo Holdings News & Media

  • EdgeCo Holdings Announces Agreement with ERISApedia to Join its AmericanTCS Business Unit

    PITTSBURGH--(BUSINESS WIRE)--EdgeCo Holdings LP (“EdgeCo”), a leading provider of best-in-class solutions for financial intermediaries and their clients, announced today that it has acquired ERISApedia. ERISApedia will become part of its AmericanTCS Holdings, LLC (AmericanTCS) business unit. The acquisition includes acquiring all of ERISApedia’s product offerings. ERISApedia’s operations will be integrated into the product solutions offered by AmericanTCS’s PensionPro. ERISApedia provides compl
  • Growth at AmericanTCS and NewEdge Capital Group Drive Parent Company EdgeCo Holdings Past $600 Billion in Assets Serviced

    PITTSBURGH--(BUSINESS WIRE)--EdgeCo Holdings, LP, (“EdgeCo”) is pleased to announce it achieved a new record by surpassing $600 billion in assets serviced across its custody, trading, administration, brokerage, investment management and technology platforms. Its AmericanTCS business unit, which offers retirement plan services to intermediary professionals, now services more than $550 billion in assets. EdgeCo’s wealth management arm, NewEdge Capital Group, represents more than $60 billion in as
  • EdgeCo Holdings Announces Agreement with Touchstone Retirement Group to Join its AmericanTCS Business Unit

    PITTSBURGH--(BUSINESS WIRE)--EdgeCo Holdings LP (“EdgeCo”), a leading provider of best-in-class solutions for financial intermediaries and their clients, announced today that it has entered into a definitive agreement with Touchstone Retirement Group, LLC and its affiliates TRG Fiduciary Services and TRG Administrative Services (“TRG”) to become part of its AmericanTCS outsourcing business unit. Encompassing all of the trust custody and retirement operations EdgeCo has acquired since 2018, Amer
  • EdgeCo Holdings Announces Launch of AmericanTCSSM

    PITTSBURGH--(BUSINESS WIRE)--EdgeCo Holdings, LP (“EdgeCo”) is pleased to announce the launch of AmericanTCSSM, aligning the trust, custody and retirement operations EdgeCo has acquired since 2018 under a single brand. The units that comprise AmericanTCS currently custody approximately $120 billion in assets, service over 300,000 retirement plans with more than 6 million participants, support over 10,000 unaffiliated financial advisors, and more than 420 benefits administrators. The operations
Read more news

Top Finance Companies

Frequently Asked Questions Regarding EdgeCo Holdings

What is EdgeCo Holdings's official website?
EdgeCo Holdings's official website is www.edgecoholdings.com
What is EdgeCo Holdings's Revenue?
EdgeCo Holdings's revenue is $339.2 Million
What is EdgeCo Holdings's SIC code?
EdgeCo Holdings's SIC: 62,628
What is EdgeCo Holdings's NAICS code?
EdgeCo Holdings's NAICS: 52,523
How many employees does EdgeCo Holdings have?
EdgeCo Holdings has 501-1,000 employees
What industry does EdgeCo Holdings belong to?
EdgeCo Holdings is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is EdgeCo Holdings competition?
EdgeCo Holdings top competitors include: Transamerica Retirement Solutions, Beacon Pointe, C&F Wealth Management, Newport
What companies has EdgeCo Holdings acquired?
EdgeCo Holdings has acquired the companies: ERISApedia, Axios Advisory Group
What technology does EdgeCo Holdings use?
Some of the popular technologies that EdgeCo Holdings uses are: DocuSign, WordPress.org, PHP, Cloudflare Website Optimization
Who is the CFO of EdgeCo Holdings?
EdgeCo Holdings's CFO is Michael Blumstein
Who is the CTO of EdgeCo Holdings?
EdgeCo Holdings's CTO is Dan Leman
How do I contact EdgeCo Holdings?
EdgeCo Holdings contact info: Phone number: (800) 693-7800 Website: www.edgecoholdings.com
What does EdgeCo Holdings do?

EdgeCo Holdings delivers technology-driven financial solutions and support services to intermediaries and their clients, focusing on retirement plan administration, brokerage, advisory, and trust and custody offerings. Through its subsidiaries, it supports advisors and serves high net worth individuals, family offices, and institutions, aiming to p... rovide integrated, high-quality services that enhance client outcomes and operational efficiency.Read More

What are EdgeCo Holdings social media links?
EdgeCo Holdings Linkedin page
Is EdgeCo Holdings a public company?
EdgeCo Holdings is private company therefore does not currently have an official ticker symbol
See more information about EdgeCo Holdings

Get Started with ZoomInfo

Register for free

Sign Up for Free

Get started for free! No credit card needed. Enjoy up to 25 free contacts each month at no cost.
Elevate your prospecting to the next level

Supercharge Your Prospecting

Search ZoomInfo's database of 106M+ companies and 140M+ professionals to find your next lead.
Expand your business

Grow Your Business

Reveal both personal and business contact details, including emails and phone numbers, and close your most valuable buyers.