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.

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