TECHNOLOGY ENABLED
FINANCIAL SOLUTIONS
For over four decades, EdgeCo® Holdings’ companies have provided best-in-class technology-enabled solutions and support services to financial intermediaries and their clients, including Full-Service Retirement Plan Administration, Brokerage, Advisory, and Trust and Custody solutions.
EDGECO COMPANIES
AmericanTCS has been collaborating with financial intermediaries to provide successful financial outcomes for almost 50 years. At AmericanTCS, investor success isn’t a marketing slogan, it’s our mission and we have the data to prove it. AmericanTCS is proud to provide our clients with a team of industry leaders. From our administrative staff to our investment team, our culture embraces a spirit of support and dedication to helping you achieve your goals.
NewEdge Capital Group and its subsidiaries collectively trace their roots back over 40 years and provide best-in-class technology-enabled solutions and support services to financial advisors and their clients. Today, NewEdge Capital Group has over $30 billion in client assets and supports over 300 financial advisors across more than 75,000 client accounts.
EDGECO COMPANIES IN THE NEWS
NewEdge Wealth Continues Recruiting Momentum, Expanding Its Florida Footprint
Team joins from Merrill Lynch and establishes a third Florida location STAMFORD, Conn., AUG. 16, 2024 — Just announced, a Florida-based team of eight from Merrill Lynch has joined NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs...
Veteran Wealth Management Team Anchors NewEdge Wealth’s Pennsylvania Expansion
Ultra High Net Worth Specialist NewEdge Wealth Expands, Opening Second Pennsylvania Office Near Philadelphia STAMFORD, Conn., AUG. 16, 2024 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families,...
NewEdge Capital Group Recruits Nearly $5.5 Billion to Its Platform in First Half of 2024
Firm Now Services More Than $55 Billion in Client Assets, On Pace for Third Consecutive Year of Record Growth PITTSBURGH, Aug. 13, 2024 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors...
Q1 2024 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) composite benchmark delivered a 6.41% return in the first quarter of 2024, starting the year on a positive note. Because 401(k) participants are long-term investors it is important to take a step back and observe the hypothetical 401(k)...
Q2 2024 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) Composite Benchmark delivered a 1.48% return in the second quarter, outperforming the Balanced Index, which returned 1.35%. The AmericanTCS Composite Benchmark also outperformed the Balanced Index for the 6-month, 1-year, 3-year and 5-year...
NewEdge Wealth Welcomes Brian Nick to Investment Management Team
STAMFORD, Conn., JUNE 24, 2024 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices and institutional clients, announced today that veteran and distinguished investment manager...
What RIAs Can Learn From Legendary Football Coach Nick Saban
Bob McCann, Co-Chairman of NewEdge Capital Group and veteran financial services leader, shares his experience on the crucial role of culture in his recent article published by Barron’s. Drawing from decades of leadership in the financial services industry, including...
NewEdge Capital Group Earns Multiple Finalist Spots for Wealthies Awards
We are honored that several members of the NewEdge Capital Group family have been recognized as finalists for the prestigious 2024 WealthManagement.com Wealthies awards!* NewEdge Advisors’ Alex Goss, CFP® is a finalist in the CEO of the Year category, Neil Turner is...
FiduciaryxChange Helps Drive Pooled Employer Plan (PEP) Popularity
Firm’s Solutions Propel Rapid Growth, Registers More Than 50 PEPs Since 2023 PITTSBURGH, MARCH 26, 2024 — FiduciaryxChange, an AmericanTCS solution that provides comprehensive fiduciary services to help 401(k) plan sponsors, advisors and administrators effectively...
NewEdge Wealth Establishes Atlanta Office in Buckhead
Roland Pritchett, Formerly of J.P. Morgan Wealth Management, to Lead Office With Wealth Manager Andrew Noble STAMFORD, Conn., Feb. 7, 2024 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families,...
EDGECO HOLDINGS CAREERS
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