NewEdge Wealth
A wealth management firm.
About
Technology stack
detected 2026-06-14“NewEdge Wealth, LLC. Top Holdings by value as of 2025-06-30: MICROSOFT CORP - $360.6M (6%) ISHARES TR - $356.7M (6%) APPLE INC - $243.9M (4%) VANGUARD INDEX FDS - $241.8M (4%) NVIDIA CORPORATION - $203.7M (3%)”
View on Reddit“Waste Management, Inc. Shares Acquired by NewEdge Wealth LLC for NYSE:WM by DEXWireNews.”
View on Reddit“Waste Management, Inc. Shares Acquired by NewEdge Wealth LLC for NYSE:WM by DEXWireNews.”
View on Reddit“Case for gold fever: NewEdge Wealth sees record rush intensifying.”
View on Reddit“Case for gold fever: NewEdge Wealth sees record rush intensifying.”
View on Reddit“[Finance] - Case for gold fever: NewEdge Wealth sees record rush intensifying | NBC.”
View on RedditSome comments are pulled from public discussions around the web (look for the source icon). Quotes are excerpts; click through to read the full thread.
What does NewEdge Wealth do?
NewEdge Wealth simplifies, organizes, and manages wealth to help clients achieve their legacy. They offer customized wealth strategies, drawing research from major Wall Street firms and banks, to serve multi-generational wealth, family offices, entrepreneurs, corporate executives, and private equity professionals. Their services include advanced wealth strategy, an expansive investment menu, and concierge personal service.
How much funding has NewEdge Wealth raised?
NewEdge Wealth has raised a total of $63M in funding. The most recent round on record is Series B.
Where is NewEdge Wealth headquartered?
NewEdge Wealth is headquartered in Miami, Florida, USA.
When was NewEdge Wealth founded?
NewEdge Wealth was founded in 2020.
What industry does NewEdge Wealth operate in?
NewEdge Wealth operates in Financial Services, Wealth Management, Financial Advisory, Investment Management, Financial Planning, Asset Management.
How many employees does NewEdge Wealth have?
NewEdge Wealth has approximately 72 people on record.