Alternatives to NewEdge Wealth
The top Financial Services companies similar to NewEdge Wealth, ranked by relevance (named competitors first, then how closely their sectors overlap) and our 0-100 AI-readiness score. Each links to a full profile with funding and team.
Quilter50FintechLondon, United Kingdom$725.0M- PLPlannixFintechLisbon, Portugal
Investment ProfessionalsFinancial ServicesNew York City, United States- NENeuberger Berman75Financial ServicesNew York, United States
Ellevest53FintechNew York, United States$100.0M
Nutmeg47FintechUnited Kingdom$69.3M
Alphaedge Labs32InsurTechNew York, United States$1.0M
Safeshare30FintechTel Aviv, Israel
Eagle Point Income Company30Investment ManagementGreenwich, USA
SS&C Technologies26Automation & RPAWindsor, United States- TRTrueNorth26FintechNew York, United States$1.0M
- BRBrinker Capital24Wealth ManagementBerwyn, United States
FNZ23FintechEdinburgh, United Kingdom
ARI Algo23Fintech
Empower22FintechGreenwood Village, United States- SUSun Life18Financial ServicesToronto, Canada$549.0M
BlackRock14FinanceNew York, United States- MAManulife10InsuranceToronto, Canada
- Carlylese .Private EquityWashington, United States
BanyanbridgecapitalFintech
CastlelakeInvestment ManagementMinneapolis, United States
Goldman SachsInvestment BankingNew York City, United States- Novarius PartnersFintech
New York Life Insurance Company85InsuranceNew York, United States$4.1B
Deutsche Bank75Financial ServicesFrankfurt, Germany
OMERS70Pension FundToronto, Canada$104.5M
Rialto70Real Estate Finance & ServicesMiami, United States$300.0M
First Reserve68Private EquityGreenwich, USA$21.3B
Envestnet67FintechChicago, United States$4.5B
Keyrock67FintechBrussels, Belgium$176.3M
Nationwide Insurance65InsurTechColumbus, United States$35.0B
Rowspace62FinanceNew York, United States$40.0M
Cherre62FintechNew York, United States$105.0M
Percent61FintechNew York, United States$42.2M
Addepar61FintechNew York City, United States$412.1M
Kanastra Securitizadora S.a.60FintechUberlândia, Brazil$64.0M
Edmond de Rothschild Group60Private BankingGeneva, Switzerland
Performativ60FintechCopenhagen, Denmark$20.2M
White Oak Global Advisors58Financial ServicesSan Francisco, USA$547.0M
zocks58AI AssistantSan Francisco, United States$128.6M
ACORE CAPITAL55Commercial Real EstateSan Francisco, United States$3.2B
Overbay Capital Partners55Financial ServicesToronto, Canada$63.0M
The Globe Resources Group54Financial ServicesWichita, United States$117.5M
collation.ai51Document / Data ManagementStamford, United States$12.0M
Adenia Partners50Private EquityPort Louis, Mauritius$180.0M
Dynasty Financial Partners48Financial ServicesSt. Petersburg, USA$100.0M- LALadder Capital48Commercial Real EstateNew York, USA$80.0M
C1 Fund47Digital AssetsPalo Alto, USA$100.0M
AXYON.AI47InvestmentsLondon, United Kingdom- MOMorningstar47Financial ServicesChicago, USA$63.0M
Axonic Capital45Financial ServicesNew York, USA$112.0M
Verflow44FintechLondon, United Kingdom$1.0M- NENebari Partners LLC43Investment ManagementNew York, United States$101.5M
- ISIslamic Corporation for the Development of the Private Sector (ICD)43Financial ServicesJeddah, Saudi Arabia
- RIRise Growth Partners42Financial ServicesSt. Petersburg, USA$63.0M
Gain42FintechTel Aviv, Israel$12.0M
LinqAlpha, .40Agentic AINew York, United States$1.0M- Epps40ProptechNew York, United States$15.0M
Brevet Capital Management40Financial ServicesNew York, USA$150.0M- FAFalkin39FintechTel Aviv, Israel$5.0M
| Company | Sector | HQ | Funding | Score |
|---|---|---|---|---|
| Quilter | Fintech | London, United Kingdom | $725.0M | 50 |
| PLPlannix | Fintech | Lisbon, Portugal | — | — |
| Investment Professionals | Financial Services | New York City, United States | — | — |
| NENeuberger Berman | Financial Services | New York, United States | — | 75 |
| Ellevest | Fintech | New York, United States | $100.0M | 53 |
| Nutmeg | Fintech | United Kingdom | $69.3M | 47 |
| Alphaedge Labs | InsurTech | New York, United States | $1.0M | 32 |
| Safeshare | Fintech | Tel Aviv, Israel | — | 30 |
| Eagle Point Income Company | Investment Management | Greenwich, USA | — | 30 |
| SS&C Technologies | Automation & RPA | Windsor, United States | — | 26 |
| TRTrueNorth | Fintech | New York, United States | $1.0M | 26 |
| BRBrinker Capital | Wealth Management | Berwyn, United States | — | 24 |
| FNZ | Fintech | Edinburgh, United Kingdom | — | 23 |
| ARI Algo | Fintech | — | — | 23 |
| Empower | Fintech | Greenwood Village, United States | — | 22 |
| SUSun Life | Financial Services | Toronto, Canada | $549.0M | 18 |
| BlackRock | Finance | New York, United States | — | 14 |
| MAManulife | Insurance | Toronto, Canada | — | 10 |
| Private Equity | Washington, United States | — | — | |
| Banyanbridgecapital | Fintech | — | — | — |
| Castlelake | Investment Management | Minneapolis, United States | — | — |
| Goldman Sachs | Investment Banking | New York City, United States | — | — |
| Fintech | — | — | — | |
| New York Life Insurance Company | Insurance | New York, United States | $4.1B | 85 |
| Deutsche Bank | Financial Services | Frankfurt, Germany | — | 75 |
| OMERS | Pension Fund | Toronto, Canada | $104.5M | 70 |
| Rialto | Real Estate Finance & Services | Miami, United States | $300.0M | 70 |
| First Reserve | Private Equity | Greenwich, USA | $21.3B | 68 |
| Envestnet | Fintech | Chicago, United States | $4.5B | 67 |
| Keyrock | Fintech | Brussels, Belgium | $176.3M | 67 |
| Nationwide Insurance | InsurTech | Columbus, United States | $35.0B | 65 |
| Rowspace | Finance | New York, United States | $40.0M | 62 |
| Cherre | Fintech | New York, United States | $105.0M | 62 |
| Percent | Fintech | New York, United States | $42.2M | 61 |
| Addepar | Fintech | New York City, United States | $412.1M | 61 |
| Kanastra Securitizadora S.a. | Fintech | Uberlândia, Brazil | $64.0M | 60 |
| Edmond de Rothschild Group | Private Banking | Geneva, Switzerland | — | 60 |
| Performativ | Fintech | Copenhagen, Denmark | $20.2M | 60 |
| White Oak Global Advisors | Financial Services | San Francisco, USA | $547.0M | 58 |
| zocks | AI Assistant | San Francisco, United States | $128.6M | 58 |
| ACORE CAPITAL | Commercial Real Estate | San Francisco, United States | $3.2B | 55 |
| Overbay Capital Partners | Financial Services | Toronto, Canada | $63.0M | 55 |
| The Globe Resources Group | Financial Services | Wichita, United States | $117.5M | 54 |
| collation.ai | Document / Data Management | Stamford, United States | $12.0M | 51 |
| Adenia Partners | Private Equity | Port Louis, Mauritius | $180.0M | 50 |
| Dynasty Financial Partners | Financial Services | St. Petersburg, USA | $100.0M | 48 |
| LALadder Capital | Commercial Real Estate | New York, USA | $80.0M | 48 |
| C1 Fund | Digital Assets | Palo Alto, USA | $100.0M | 47 |
| AXYON.AI | Investments | London, United Kingdom | — | 47 |
| MOMorningstar | Financial Services | Chicago, USA | $63.0M | 47 |
| Axonic Capital | Financial Services | New York, USA | $112.0M | 45 |
| Verflow | Fintech | London, United Kingdom | $1.0M | 44 |
| NENebari Partners LLC | Investment Management | New York, United States | $101.5M | 43 |
| ISIslamic Corporation for the Development of the Private Sector (ICD) | Financial Services | Jeddah, Saudi Arabia | — | 43 |
| RIRise Growth Partners | Financial Services | St. Petersburg, USA | $63.0M | 42 |
| Gain | Fintech | Tel Aviv, Israel | $12.0M | 42 |
| LinqAlpha, . | Agentic AI | New York, United States | $1.0M | 40 |
| Proptech | New York, United States | $15.0M | 40 | |
| Brevet Capital Management | Financial Services | New York, USA | $150.0M | 40 |
| FAFalkin | Fintech | Tel Aviv, Israel | $5.0M | 39 |