Investment Solutions

For Professional Use Only

NewEdge Investment Solutions, powered by NewEdge Wealth, offers a modern, objective and innovative approach to wealth management. The platform is focused on developing wealth strategies that are more customizable than what is available in yesterday’s market. NewEdge Investment Solutions allows financial professionals and institutions access to many of the same innovative strategies NewEdge Wealth deploys to manage client assets on an outsourced basis.

Powered by NewEdge Wealth

NewEdge Wealth launched at the end of 2020 in partnership with EdgeCo Holdings, a leading provider of best-in-class technology-enabled solutions for financial intermediaries for over four decades that services $170 billion in client assets as of June 30, 2023. NewEdge Wealth is designed to meet the needs of ultra high net worth clients by offering institutional caliber wealth management with boutique service and support.