The NewEdge Solution
Delivering An Unmatched Client Experience
We knew that technology, investment solutions, management expertise and differentiated operational support were required to truly offer something distinct to our clients. At the end of 2019, EdgeCo Holdings acquired The Private Wealth Partners, a firm started by John Straus, Sr. and several private wealth senior executives from Morgan Stanley, JP Morgan, Merrill Lynch and UBS. Under John Straus’ leadership, this team is now part of NewEdge Wealth.
NewEdge Wealth offers a better framework for delivering resources to ultra-high net worth and institutional clients.
The platform includes technology solutions from 30 different best-in-class vendors and investment content from partners like JP Morgan, Goldman Sachs, Morgan Stanley, Merrill Lynch, Fundstrat and Empirical Research. We work with elite advisors so they can operate their business with superior service, operational and cost efficiencies, and competitive advantages in order to deliver an unmatched client experience. We feel that this unique combination of resources delivers the best solution for our clients.