EdgeCo Holdings:
A Leading Provider of Technology Enabled Financial Solutions

Recently Released!!!
Date Published: September 27, 2022
Summary PowerPoint Deck: 46 Slides
Reference PowerPoint Deck: 46 Slides

EdgeCo Holdings was founded in 2017. The company is based in Pittsburgh, PA. EdgeCo Holdings has 500 institutional clients & 15,000 financial advisor clients. EdgeCo Holdings is led by its CEO Jon Moody. EdgeCo Holdings is privately owned. Its web sites can be found at www.edgecoholdings.com & www.newedgecapitalgroup.com

This research addresses the key historical phases of EdgeCo Holdings, including:
  • Early Phase
  • Middle Phase
  • Recent Phase
Its profile includes the key statistics of the company, including its number of institutional clients & financial advisor clients.

Its profile includes detailed outlines of its core businesses, including:
  • American Trust
  • Mid Atlantic Capital Group
  • NewEdge Capital Group
    • NewEdge Wealth
    • NewEdge Advisors
    • NewEdge Securities
  • PensionPro

And its profile concludes with the highlights of its organizational structure & ownership.



Subscribe to this Tiburon Research

Member Access

Tiburon Members and individual research subscribers may click on any of the icons below to access any part of this research. The most widely utilized parts are the Key Findings (think factoids), Podcast Presentation, and Summary PowerPoint deck.

Table of Contents Summary
PowerPoint Deck
Key Findings Reference
PowerPoint Deck
Podcast Presentation Excel Data Sheet
Public Access

Please click on the Table of Contents icon below to see more details of this research.

Table of Contents

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Media Access

Tiburon Research Subscriptions

Subscribe

If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at
SSage@TiburonAdvisors.Com or 415-789-2540.