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 Welcomes Experienced Wealth Manager Chrisopher Ayer
Former Pallas Capital Advisors Senior Vice President Establishes Firm’s First New Hampshire Office STAMFORD, Conn., NOV. 7, 2024 — NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth families, family offices...
Q3 2024 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) composite benchmark delivered a 5.90% return in the third quarter of 2024, right in line with the 5.99% return of the 60/40 Balanced Index. Over the same period the S&P 500 Index (large cap U.S. stocks) returned 5.89%, as it experienced some...
NewEdge Capital Group Connects its Advisors and Wealth Divisions with New Program Supporting UHNW Clients
NewEdge Bridge Program Supports Growing Client Segment with Full Suite of Solutions, Services of NewEdge Capital Group PITTSBURGH, Dec. 4, 2023 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors...
NewEdge Capital Group Sets Recruiting Record With $9.6 Billion in Expected AUM
NewEdge Advisors, NewEdge Wealth Divisions Report Growth for Third Consecutive Year PITTSBURGH, Dec. 12, 2023 — NewEdge Capital Group, LLC, a leading and rapidly growing wealth management firm supporting successful financial advisors nationwide, announced today that...
NewEdge Wealth Adds Veteran Municipal Bond Manager Kevin McIntyre to Investment Team
Fixed-income strategist appointed to further elevate investment solutions at rapidly growing ultra high net worth firm Stamford, Conn. – Jan. 10, 2024 – NewEdge Wealth, LLC, a registered investment adviser specializing in servicing the needs of ultra high net worth...
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,...
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...
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...
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...
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...
EDGECO HOLDINGS CAREERS
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