Breaknorm
Sign inStart free

Product

SignalsPeopleCompaniesLocal businessesMCP and API

Plays

Post engagersTeam build-outChampion movedHiring surgeNewly fundedLookalikesAll plays

Data

Coverage by countryHiring dataJob changesEmail verificationCompanies by toolWho is hiringMarket mapsOutboundCompany profilesCompare
PricingDatasetsDocsSign in
Company · Private asset managers

NewEdge Wealth

As of 3 November 2026, NewEdge Wealth has 39 open roles (0 new in 30 days), its finance & accounting team is hiring most, and its postings name Addepar, IBM Workload Scheduler as the tools the team works in.

As of 3 November 2026 · refreshed daily · counts move as websites, DNS and career sites are re-read.

, United States51-200 employees10M-50M revenue, est.B2B, B2Cnewedgewealth.com ↗LinkedIn ↗
Headquarters
, , United States
Employees
51-200 employees (linkedin)
Sells to
multi-generational wealthy families, successful entrepreneurs, corporate executives
Certifications on site
Site languages
EN
Career system
Ownsite_html
39open roles · 0 new in 30 days
2tools named in postings
hiring locations
0change signals read in postings
02What they do, whom they sell to, who else does it

NewEdge Wealth in one screen

Read from newedgewealth.com: what the company does, the customers it names, the buyers we can actually see, and the companies that sell the same thing.

What NewEdge Wealth does

NewEdge Wealth is a wealth management firm that provides investment advisory, generational wealth strategy and family office services for multi-generational wealthy families, entrepreneurs, corporate executives and private equity professionals. Its offerings include Trump accounts, options trading and concierge personal service. The firm is recognized as a top RIA by Forbes and Barron's.

generational wealth strategyfamily office servicestrump accountsoptions tradingconcierge personal service
Whom it sells to

Named on the site: multi-generational wealthy families, successful entrepreneurs, corporate executives, private equity professionals, wealthy families, entrepreneurs.

Who else sells this

Nearest companies by what they do, sell and whom they serve, 51+ employees. 555 scored.

AlphaCore Wealth AdvisoryUnited States · 51-200 employeesBeyond WealthUnited Kingdom · 51-200 employeesTimeless Wealth AdvisorsUnited States · 51-200 employeesMcDermott Wealth ManagementUnited States · 51-200 employeesMalecki Financial GroupUnited States · 51-200 employeesFiduciary Trust InternationalUnited States · 201-500 employees
03Tech stack, with the evidence

What NewEdge Wealth says it runs

Tools named in the company's own postings as the team's systems, with the sentence that says so. What the website and DNS show is listed separately.

Addeparhigh confidence · 6 postings
e role supports the firm’s investment management and reporting ecosystem by administering, maintaining, and enhancing the Addepar platform across user access, permissions, database configuration, reporting, and end-client support workflows.
Associate, Platform Experience (Remote, USA) · first seen 2026-10-28
IBM Workload Schedulerlow confidence · 1 posting
This role supports account opening and transitions for accounts held at Fidelity (IWS),...
New Account Analyst (LA, New Orleans) · first seen 2026-10-28
On the website or in DNS

Vendors whose code loads on newedgewealth.com or whose records sit in its DNS. Page plumbing (libraries, fonts, consent banners) is left out.

appleseen on newedgewealth.comCloudflareseen on newedgewealth.comDocuSignseen on newedgewealth.com
Microsoft 365seen on newedgewealth.com
Proofpointseen on newedgewealth.comSalesforceseen on newedgewealth.com
salesforce_account_engagementseen on newedgewealth.com
salesforce_marketing_cloudseen on newedgewealth.com
Zscalerseen on newedgewealth.com
04Hiring

39 open roles, 0 opened in 90 days

Read hourly from the company's career system. Open roles and new roles in the last 30 days, by team. Companies hiring finance & accounting in United States →

05Signals

What is changing, read from the postings

Intents are events the employer states about itself, each with the sentence and the posting it came from.

No change signals read in the current postings.

Decision makers at NewEdge Wealth, with verified e-mails, and every change the moment it is posted.

Sales, marketing and IT leaders by function. Add NewEdge Wealth to a monitor and get a webhook when a role opens, a tool appears or a signal is read.

Start free, no card. The first 20 are above; e-mails are verified at the mail server when you open them.

06Lookalikes

Companies like NewEdge Wealth

Nearest by what they do, what they sell and whom they sell to, 51+ employees. 6 of 555 scored.

AlphaCore Wealth AdvisoryWealth management general · United States51-200 employees
Beyond WealthPrivate asset managers · United Kingdom51-200 employees
Timeless Wealth AdvisorsIndependent financial advisers · United States51-200 employees
McDermott Wealth ManagementWealth management general · United States51-200 employees
Malecki Financial GroupIndependent financial advisers · United States51-200 employees
Fiduciary Trust InternationalWealth management general · United States201-500 employees
07Profile

From the company's own website

Legal nameNewEdge Wealth
IndustryBusiness & finance services · Private asset managers
Offeringsgenerational wealth strategy · family office services · trump accounts · options trading · concierge personal service
Target customersmulti-generational wealthy families · successful entrepreneurs · corporate executives · private equity professionals · wealthy families · entrepreneurs
Geographic scopeunknown · also Canada
Reviews found
Public contact points0 role addresses · 0 phone numbers
Pages readpricing, home, references
Datescrawled 2026-09-06 · profiled 2026-09-12 · hiring built 2026-11-02
Cite this

Quote the sentence with the date and the link. The numbers change daily; the link always shows the current ones.

NewEdge Wealth (, United States, 51-200 employees) has 39 open roles, 0 new in 30 days, and names 2 tools in its postings. (Breaknorm, 3 November 2026, https://breaknorm.co/company/newedgewealth.com)
How we know

Read from the source, not self-reported

Every number on this page can be traced to a page we crawled or a posting we read. Full methodology →

  • ProfileBuilt from newedgewealth.com: summary, offerings, customers, certifications and contact points are extracted from its pages, with a confidence score per field.
  • HiringRead hourly from the company's Ownsite_html career site; reposts collapse into one record.
  • Tech stackTools the employer's own text names as the team's systems, with the quote; website scripts counted separately.
  • HeadcountLinkedIn where known, otherwise estimated from the site.
FAQ

NewEdge Wealth: questions

Does NewEdge Wealth use Addepar?

Yes, by the company's own words: 6 postings name it, first seen 2026-10-28, in the team.

Is NewEdge Wealth hiring?

39 open roles as of 3 November 2026, 0 opened in the last 30 days and 0 closed. The largest team hiring is finance & accounting.

Where does this profile come from?

From newedgewealth.com itself: we crawled it on 2026-09-06, built the profile on 2026-09-12, and read its career site (Ownsite_html) hourly since. Headcount is from LinkedIn.

Who should I write to at NewEdge Wealth?

The people are behind the login: decision makers by function, verified at the mail server when you open them. 0 public role addresses from the site are there too.

Companies and people

Get this company your way

The same data as a search, over MCP and the API, as bulk files, or pushed to you as it changes.

NewEdge Wealth and 41.5M more,
read from the source

Look up any company by domain, with its hiring, stack and signals. Start free, no card.

  1. 01Sign up, no card
  2. 02Connect Claude, ChatGPT or an API key
  3. 03Ask for your market