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NewEdge Wealth Overview
Type
Multi Family Office
General Information
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.
Contact Information
Website:
https://www.newedgewealth.com
Year Founded:
Investment Focus & Strategy
Open To First Time Funds:
Institution Type:
Multi Family Office
Leadership & Principals
Corporate Office:
2200 Atlantic Street, Suite 200 Stamford, CT 06902
Portfolio & Notable Allocations
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