NewEdge Wealth
NewEdge Wealth is a multi-family office headquartered in Stamford, United States. Founded in 2020 by former UBS advisors, its wealth originates from professional investment management revenues rather than a legacy operating business, underpinning an...
NewEdge Wealth
NewEdge Wealth is a multi-family office headquartered in Stamford, United States. Founded in 2020 by former UBS advisors, its wealth originates from professional investment management revenues rather than a legacy operating business, underpinning an advisor-led platform that stewards ultra-high-net-worth families, family offices and institutions across public and private markets, estate and tax planning, credit, philanthropy and lifestyle services—delivers institutional-grade advice and open-architecture access.
General information
Firm type
Multi Family Office
Year founded
2020
AUM
—
Location
Region
North America
Country
—
City
Stamford
Corporate office
2200 Atlantic Street, Suite 200 Stamford, CT 06902
Frequently asked questions
What is NewEdge Wealth?
NewEdge Wealth is a multi family office headquartered in Stamford.
When was NewEdge Wealth founded?
NewEdge Wealth was founded in 2020.
Where is NewEdge Wealth headquartered?
NewEdge Wealth is headquartered in Stamford, in the North America region.
What does Altss track for NewEdge Wealth?
Altss maintains an OSINT-verified profile of NewEdge Wealth covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is NewEdge Wealth's website?
NewEdge Wealth's public website is www.newedgewealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is NewEdge Wealth?
NewEdge Wealth is classified by Altss as a Multi Family Office within the North America region.
How does Altss source intelligence on NewEdge Wealth?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for NewEdge Wealth?
NewEdge Wealth's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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