NewEdge Wealth is a wealth management business delivering best in class resources and solutions designed to meet the changing needs of ultra-high-net-worth, family office and institutional clients. Disclosure: NewEdgeWealth is a division ofNewEdgeCapital Group, LLC. Investment advisory services offered throughNewEdgeWealth, LLC, a registered investment adviser. Securities offered throughNewEdgeSecurities, LLC, Member FINRA/SIPC.
| Website | https://www.newedgewealth.com |
| Revenue | $5.1 million |
| Employees | 223 (188 on RocketReach) |
| Founded | 2020 |
| Address | 2200 Atlantic Street Suite 200, Stamford, Connecticut 06902, US |
| Technologies |
JavaScript
,
HTML
,
PHP
+20 more
(view full list)
|
| Industry | Investment Management |
| Keywords | Ultra High Net Worth, Wealth Management, Investment Management, Family Office Services, Bespoke Financial Planning, High Net Worth Individuals, Financial Planning, Portfolio Management, Private Wealth, Asset Management, Financial Advisory, Wealth Preservation, Institutional Investing, Investment Strategies, Customized Portfolios, Estate Planning, Retirement Planning, Financial Solutions, Tax Planning |
| Competitors | Morgan Stanley, Goldman Sachs, J.P. Morgan, UBS, Schwab Advisor Services, Fidelity Investments, BNY Mellon, Wells Fargo, Raymond James, Bank of America Merrill Lynch +38 more (view full list) |
Looking for a particular NewEdge Wealth employee's phone or email?
NewEdge Wealth Questions
The NewEdge Wealth annual revenue was $5.1 million in 2026.
Rob Sechan is the CEO of NewEdge Wealth.
188 people are employed at NewEdge Wealth.
NewEdge Wealth is based in Stamford, Connecticut.
Top NewEdge Wealth Employees
-
Rob Sechan
Chief Executive Officer at NewEdge Wealth
Fort Lauderdale, FL, US55+ -
33
-
Danielle Brown
Managing Director at NewEdge Wealth
Stamford, CT, US25 -
David Chase
Managing Director at NewEdge Wealth
Chicago, IL, US34 -
Jeffrey Thompson
Managing Director at NewEdge Wealth
Katy, TX, US35+ -
Robin Petty
Managing Director, Wealth Strategy at NewEdge Wealth
Philadelphia, PA, US25+ -
Heather Guardado
Managing Director at NewEdge Wealth
New York, NY, US24 -
Lance White
Managing Director at NewEdge Wealth
Columbus, OH, US15+ -
William Debutts
Managing Director at NewEdge Wealth
Atlanta, GA, US15+
Related Companies
