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NewEdge Wealth is a wealth management business that seeks to provide a select group of clients with the ultimate level of service and attention to help organize and simplify their lives, while also providing access to an expansive menu of institutional caliber products and services — all wrapped in technology that serves as the connective tissue between the client and their advisor 1.
NewEdge Wealth manages $5.0 billion and provides investment advisory services for 1, clients (1: advisor/client ratio) 2.
NewEdge Wealth manages $5.0 billion and provides investment advisory services for 1, clients (1: advisor/client ratio) 2.
Overview
Location
United States, Connecticut, Stamford
Employees
51-200
Founded date
2020
Mentions in press and media 14
| Date | Title | Description |
| Sign up to see | Sign up to see | Sign up to see |
| Feb 9, 2026 | Insider to the wealthy: Even my billionaire clients are worried their kids won’t keep jobs in this market | Even billionaires are worried about their children’s futures, says Patrick Dwyer, managing director at Miami-based boutique wealth management and planning company Aligned by NewEdge Wealth. Dwyer’s ultra-wealthy clients — primarily people w... |
| Aug 4, 2025 | S&P 500 futures inch higher after benchmark snaps losing streak, Palantir pops on earnings: Live updates | Stock futures were slightly higher on Monday night, following Wall Street’s rebound, as investors followed the latest batch of corporate earnings. Dow Jones Industrial Average futures added 48 points, or about 0.1%. S&P 500 futures and ... |
| Oct 8, 2024 | S&P 500, Nasdaq rise as investors focus on inflation data, Q3 earnings | U.S. MarketsS&P 500, Nasdaq rise as investors focus on inflation data, Q3 earnings By Lisa Pauline Mattackal and Pranav KashyapOctober 8, 20242:20 PM UTCUpdated ago Text Small Text Medium Text Large Text Share X Facebook Linkedin Email ... |
| Jul 25, 2024 | Trump, Republicans court crypto votes and dollars at 'Bitcoin 2024' | NASHVILLE: Republican nominee and former US President Donald Trump once blasted cryptocurrency, calling it a "scam". Now, he is headlining one of the industry's biggest conferences. Trump, who made the comment in 2021, will speak ... |
| Oct 3, 2023 | How A Flat-Fee Model Can Create Long-Term Value For Clients | Partner/Managing Director, NewEdge Wealth. |
| Mar 3, 2023 | What Will New Tax Laws Mean For Your Business? | Partner/Managing Director, NewEdge Wealth |
| Nov 7, 2022 | NewEdge Wealth Opens New Office in Miami Florida | Wealth management firm, NewEdge Wealth, has announced the opening of its new office in Brickell, Miami. MIAMI, FL, UNITED STATES, November 7, 2022 /EINPresswire.com/ -- NewEdge Wealth LLC., a wealth management firm assisting ultra-high-net-... |
| Dec 14, 2020 | $4.8 Billion Wirehouse Team Partners with EdgeCo Holdings to Launch NewEdge Wealth | |
| NYCB woes reignite fears about shaky banks as anniversary of March crisis nears | Embattled lender New York Community Bank disclosed a litany of financial metrics in the past 24 hours in a bid to soothe skittish investors. The sudden decline in NYCB reignited fears over the state of medium-sized American banks. Investors... |
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FAQ about NewEdge Wealth
When was NewEdge Wealth founded?
NewEdge Wealth was founded in 2020.
What has the press written about NewEdge Wealth?
Parsers VC has collected 14 articles mentioning NewEdge Wealth, among them “Insider to the wealthy: Even my billionaire clients are worried their kids won’t keep jobs in this market” (Feb 9, 2026) and “S&P 500 futures inch higher after benchmark snaps losing streak, Palantir pops on earnings: Live updates” (Aug 4, 2025).
Is NewEdge Wealth still active?
Yes, NewEdge Wealth is active; its latest activity on Parsers VC dates from Mar 29, 2026.