NewEdge Wealth is a wealth management business delivering best-in-class resources and solutions designed to meet the changing needs of ultra-high-net-worth, family office, and institutional clients. They aim to disrupt the status quo for ultra-high-net-worth clients by providing institutional caliber wealth management with boutique service and support. Their experienced team consists of top talent in the ultra high net worth space, affiliated space, and market leaders in the captive high net worth space. NewEdge Wealth leverages technology and a focus on client stability and humanity to create a wealth management experience that improves with age.

NewEdge Wealth

NewEdge Wealth is a wealth management business delivering best in class resources and solutions designed to meet the changing needs of ultra-high-net-worth, family office and institutional clients.

Disclosure: NewEdge Wealth is a division of NewEdge Capital Group, LLC. Investment advisory services offered through NewEdge Wealth, LLC, a registered investment adviser. Securities offered through NewEdge Securities, Inc., Member FINRA/SIPC.

NewEdge Capital Group announced today that the firm is on pace to exceed last year's record recruitment and asset growth numbers.

NewEdge Wealth opened three new offices in the first half of the year, including San Francisco; Bentonville, Arkansas, and the Nashville area, bringing its total locations to nine. The firm also added to its growing Miami office and welcomed seven ultra high net worth advisors across the firm.

Read the full press release here: https://lnkd.in/eKs4WeGC

#NewEdgeWealth

Try as they might, the Federal Reserve has done little to slow the beat of U.S. economic growth.

It has been just under a year since Chairman Powell gave his curt “pain” speech at Jackson Hole, warning of the economic costs that would need to be endured in order to get inflation under control.

A year on, there is little evidence of that pain.

Read this week's #WeeklyEdge: https://lnkd.in/epvbRs3h

#NewEdgeWealth

Join us in welcoming Michelle DeBusschere to the team as Director, Client Service!

Michelle has over 30 years of industry experience and manages all aspects of client relationships from onboarding to maintenance and implementation of investments. In her free time, she enjoys world travel, hiking, biking, playing tennis, reading, and gardening.

Welcome, Michelle!

#NewEdgeWealth #NewHire

Ben Emons, MBA, MsF, Principal, Senior Portfolio Strategist, recently joined CNBC’s “Fast Money” to talk big tech earnings and what signals the bond market is sending.

Watch the recap here: https://lnkd.in/eGCZAvhq

#NewEdgeWealth #CNBC #FastMoney

If tech company founders are successful in their ventures, it’s inevitable that the sale deals will come knocking. But are they adequately prepared to make an exit?

In our newest #whitepaper, we will explore the several factors tech founders need to keep in mind when seeking to exit their ventures.

Read the article here: https://lnkd.in/eq93XcZf

#NewEdgeWealth #Onward

Josh Gully | Ghislain Gouraige

Don't miss Cameron Dawson, CFA, Chief Investment Officer, on CNBC's "Closing Bell" tomorrow at 3 PM ET!

#NewEdgeWealth #CNBC #ClosingBell

As we look into the back half of 2023, we can foresee a scenario where the market behaves like a duck. On the surface, the market may appear to be making little movement, plodding sideways, while under the surface we could see dynamic churning and rotations of market leadership.

Read this week's #WeeklyEdge: https://lnkd.in/ekvqv85g

#NewEdgeWealth

Join us in welcoming Cross Binette to the team as Associate, Supervision and Risk Management!

Cross works closely with private wealth advisors, compliance, and operations to help ensure regulatory requirements and obligations are met. In his spare time, he enjoys playing basketball, engaging in farm animal rescue, and exploring the outdoors through camping in New Hampshire.

Welcome, Cross!

#NewEdgeWealth #NewHire

Catch Ben Emons, MBA, MsF, Principal, Senior Portfolio Strategist, on "Bloomberg Markets: The Close" today at 2:00 PM ET!

#NewEdgeWealth #Bloomberg #Markets

Metric
Company Name	NewEdge Wealth
Symbol
MSH ID	COM:NEWEDGEWEALTH
Market	PRIVATE
Sector	Financial Services
Industry	Investment Management
Country	US
Stage
Employee Count	103
Website	newedgewealth.com
LinkedIn	newedgewealth
Founders

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Revenue (LTM)
Revenue (NTM)
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EBITDA
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Net Income
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Diluted EPS
Revenue 2022
Revenue 2023
Revenue 2024
Revenue 2025
Revenue 2026

Metric
Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score	75.69
28-Day Growth Score	85.81
90-Day Growth Score	90.24
365-Day Growth Score	85.67

Metric
Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

COM:NEWEDGEWEALTH

NewEdge Wealth

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