NewEdge Wealth

Finance · Connecticut, United States · 51-200 Employees

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Overview

Headquarters

2200 Atlantic St Ste 200, Stamford, Conn...

Phone Number

(855) 949-5855

Website

www.newedgewealth.com

Revenue

$5.1 Million

Industry

Finance Securities Trading

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's Social MediaSIC Code 62,628NAICS Code 52,523Show more

NewEdge Wealth Org Chart

Robert Sechan, Chief Executive Officer at NewEdge Wealth
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Robert Sechan

Chief Executive Officer

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CD
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Cameron Dawson

Chief Investment Officer

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Heather Guardado

Managing Director

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Managing Director

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Managing Director, Senior Wealth Strategist

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GP
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Managing Director

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JP
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Managing Director

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DS
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Managing Director

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LD
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Managing Director, Senior Wealth Strategist

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Managing Director, Portfolio Manager

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JP
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Managing Director

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Vice President - Wealth Advisor

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

Company Name

Revenue

Number of Employees

Type

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Top Executive

NewEdge Wealth

$5.1M
51-200
Private
-
2020
Robert Sechan, Chief Executive Officer at NewEdge Wealth
Robert SechanCEO
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Joseph DitaliaCEO
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2003
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James PerryPresident
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$6.9M
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<$5M
2011
DS
David SternbergVivaldi Capital Management, Llc CEO & Co-Founder
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1928
AM
Amy MefferdFounding Partner, Vice President, Senior Wealth Management Associate
Global Asset Management
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Timothy AndreasManaging Director - Andreas Global Asset Management Group and Investment Officer, Rjfs
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NewEdge Wealth Tech Stack

A closer look at the technologies used by NewEdge Wealth

DocuSign

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DocuSign
WordPress.org

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Automattic
PHP

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PHP
Cloudflare Website Optimization

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Cloudflare
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Frequently Asked Questions Regarding NewEdge Wealth

What is NewEdge Wealth's official website?
NewEdge Wealth's official website is www.newedgewealth.com What is NewEdge Wealth's Revenue?
NewEdge Wealth's revenue is $5.1 Million What is NewEdge Wealth's SIC code?
NewEdge Wealth's SIC: 62,628 What is NewEdge Wealth's NAICS code?
NewEdge Wealth's NAICS: 52,523 How many employees does NewEdge Wealth have?
NewEdge Wealth has 51-200 employees What industry does NewEdge Wealth belong to?
NewEdge Wealth is in the industry of: Finance, Securities Trading What is NewEdge Wealth competition?
NewEdge Wealth top competitors include: Keel Point, Vivaldi Capital Management, Harbor Investment Advisory, The Mason Companies What technology does NewEdge Wealth use?
Some of the popular technologies that NewEdge Wealth uses are: DocuSign, WordPress.org, PHP, Cloudflare Website Optimization How do I contact NewEdge Wealth?
NewEdge Wealth contact info: Phone number: (855) 949-5855 Website: www.newedgewealth.com What does NewEdge Wealth do?

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... mphasizes 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.Read More

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

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