NewEdge Capital Group

About NewEdge Capital Group

NewEdge Capital Group is a technology-enabled financial solutions firm focused on wealth management. Their mission is to enhance the advisor-client relationship by providing a platform that prioritizes personal service over replacement by technology, offering access to a wide range of curated solutions for ultra-high-net-worth, family office, and institutional clients. They aim to deliver a fresh approach to the wealth management industry by ensuring advisors and clients work collaboratively to achieve complex financial goals.

Products & Services

Wealth Management:A boutique solution for ultra-high-net-worth, family office, and institutional clients, providing personalized service with access to global capabilities in research, investments, credit, and wealth strategies, all supported by advanced technology.

Advisor Solutions:Tailored services for elite financial advisors to grow their practice, supporting independent advisory practices for high-net-worth and mass affluent clients, as well as entrepreneurial teams serving ultra-high-net-worth clients.

Trading Services:Institutional trading solutions including electronic and personalized trading across equity, fixed income, and mutual funds, catering to small private client orders and complex algorithmic strategies for over 300 institutional clients.

Specialties

Wealth Management Advisor Solutions Institutional Trading Technology-Enabled Financial Solutions Ultra-High-Net-Worth Client Services Family Office Services

Funding History

Debug: View Raw Funding Data

#	Type	Amount Fields	Date Fields	Investors
1	RT: Funding Round T: - FT: N/A	A: 5500000000 MR: - FA: Nearly $5.5 billion FAN: 5500000000	D: 2024-08-13 FD: 2024-08-13	-

Funding Round Latest

2024-08-13

$5.5B

Growth Metrics

+45%

Employee Growth

YoY

3.2x

Funding Growth

Last Round

12

Markets

Operating

10K+

Customers

Active

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Team & Leadership

D

David Chase

Veteran wealth manager

P

Patrick McGlothin

Managing Director

R

Robert Sechan

Managing Partner, NewEdge Capital Group | CEO, Co-Founder, NewEdge Wealth

J

Jeffrey Kobernick

Managing Partner | Co-Founder

W

Walter Granruth III

Partner | Co-Founder

J

John Straus Jr.

Partner | Co-Founder | CERTIFIED FINANCIAL PLANNER™

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