About NewEdge Wealth
Where institutional caliber wealth management meets boutique service and support
Our Mission
Disrupting the status quo for ultra high net worth clients
The wealth management industry has reached an inflection point. We believe the larger Wall Street firms can no longer keep pace with clients’ changing needs and demands — especially ultra high net worth clients.
Those firms focus mainly on managing thousands of advisors covering millions of clients to maximize the firm’s bottom line. The culture at those firms is about them, not you.
We created NewEdge Wealth to breakaway from that thinking.
An Experienced Team
We have assembled a core team that represents what we believe to be the best talent in the ultra high net worth space, the best in the affiliated space, and some of the best experience building a market leader in the captive high net worth space.
The Sharpening Stone
At NewEdge Wealth, we take the old tools of wealth management and are honing them to a much sharper edge. Our logo tells this story well. The circle, representing the craftsman’s grinding stone, which is kept perpetually straight and true, speaks to how we leverage the power of our technology that constantly keeps us powering forward. The horizontal platform demonstrates the foundational importance of the humanity and stability of our clients. By pressing these two elements together, a skilled craftsman can remove tarnish and the effects of hard use to create something that improves with age.
The Numbers
NewEdge Wealth is part of NewEdge Capital Group, a leading provider of best-in-class, technology-enabled solutions for Financial Advisors. NewEdge is a new brand name, but it is a business that traces its roots back over 35 years with deep experience supporting financial advisors with the complexities of running a successful wealth management business. As of September 30, 2024, NewEdge Capital Group includes:
Client Assets Serviced
Client Accounts Serviced
Office locations for NewEdge Advisors
Advisors and Reps affiliated with NewEdge Wealth, NewEdge Advisors and NewEdge Securities.
Back Office, Technology & Marketing Support Personnel
Custodian Partners
Company News & Announcements
NewEdge Wealth Co-Founder Jeff Kobernick Appointed to Vice Chairman Role
NewEdge Wealth is pleased to announce that Co-Founder Jeffrey Kobernick has been appointed as Vice Chairman of the firm’s parent company, NewEdge Capital Group.
NewEdge Wealth Accelerates Southeast Growth With Two Ultra High Net Worth Managing Directors
NewEdge Wealth announced today that experienced wealth managers William deButts and Jimmy Patrick have joined as Managing Directors.
NewEdge Capital Group Exceeds Record-Breaking $9.5 Billion 2024 Recruitment Target Ahead of Schedule
Firm Now Services More Than $65 Billion in Client Assets After Third Consecutive Record-Breaking Recruitment Year and Strong Organic Growth Supported by Key Strategic Initiatives PITTSBURGH, DEC. 12, 2024 — NewEdge Capital Group, LLC, a leading and growing...
Want to join the NewEdge Team?
NewEdge Capital Group is part of EdgeCo Holdings, a diversified financial services organization with over 700 employees across the country. Click below to see currently available positions at NewEdge and across EdgeCo.