NewEdge Wealth
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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 Lending & Brokerage

About NewEdge Wealth

NewEdge Wealth specializes in simplifying and managing the complexities of wealth for its clients, offering customized wealth strategies aimed at achieving long-term legacies. The firm caters to a diverse clientele, including multi-generational families, family offices, entrepreneurs, corporate executives, and private equity professionals. With a focus on advanced wealth strategies, expansive investment options, and concierge-level personal service, NewEdge Wealth aims to enhance both financial and personal well-being. Their approach integrates technology and intellectual capital to foster strong, personalized relationships with clients.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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DS
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Dale Schroeder

Managing Director

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MK
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Managing Director

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GM
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Managing Director, Portfolio Manager

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JP
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Managing Director

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JP
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Managing Director

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JN
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Vice President - Wealth Advisor

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MF
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Vice President, Wealth Strategy

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NF
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Vice President, Portfolio Strategist

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BL
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Vice President, Wealth Advisor

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KM
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Vice President, Portfolio Strategy

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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.

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2020
Robert Sechan, Chief Executive Officer at NewEdge Wealth
Robert SechanCEO
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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
Microsoft SharePoint

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Microsoft
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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, Lending & Brokerage 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, Microsoft SharePoint 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 its clients, offering customized wealth strategies aimed at achieving long-term legacies. The firm caters to a diverse clientele, including multi-generational families, family offices, entrepreneurs, corporate executives, and private equity professionals. With a f... ocus on advanced wealth strategies, expansive investment options, and concierge-level personal service, NewEdge Wealth aims to enhance both financial and personal well-being. Their approach integrates technology and intellectual capital to foster strong, personalized relationships with clients.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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