NewEdge (PRIVATE.NEWEDGE)

Overall impact
D (26)

Commentary

NewEdge is a below-average overall performer. With a 'D' rating of 26.0 for overall impact (bottom 10% of all companies), NewEdge ranks 67th out of 68 industry peers, behind EdgeCo Holdings, Main Street Capital, Oaktree Specialty Lending and 63 others, and ahead of Defiance Quantum ETF. On top material causes for NewEdge's industry (Capital Markets), NewEdge
Impact
Cause PRIVATE.NEWEDGE
Peer rank
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Company
Employees
500
Sector
Financials
Industry
Capital Markets
Sub-industry
Asset Management & Custody Banks
SASB industry
Asset Management & Custody Activities
Headquarters
#<Country/State:0x0000fffe93a4a780>, United States
Share classes
PRIVATE.NEWEDGE
Description
NewEdge is a wealth management and financial-services firm providing investment advisory, wealth management, advisor-platform and institutional brokerage/trading services. Through NewEdge Wealth, it serves high-net-worth and ultra-high-net-worth individuals, families, family offices and institutions; NewEdge Advisors provides affiliation, infrastructure, compliance and operational support to independent financial advisors; and NewEdge Securities provides brokerage and institutional trading across equities, fixed income and mutual funds. The group serviced more than US$88 billion in client assets as of December 31, 2025
Material causes
Ethos considers the following causes material for NewEdge, based on its industry sub-industry Asset Management & Custody Banks. Learn more about material causes in our methodology overview.
Not available

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