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 is in rapid growth mode, currently expanding operations through its American Trust, Mid Atlantic Trust Company and NewEdge Capital Group divisions.
External link for EDGECo Holdings, LP
1251 Waterfront Pl
Suite 510
Pittsburgh, Pennsylvania 15222, US
This week, our AmericanTCS and American Trust Retirement sales teams gathered in Pittsburgh for our annual sales meeting. We kicked off the event by attending the opening game of the Pittsburgh Penguins! We enjoyed great food, team bonding and some birthday celebrations! #AmericanTCS #AmericanTrustRetirement #PenguinsHockey
EDGECo Holdings, LP reposted this
We are proud to share that NewEdge Capital Group has risen to the #12 spot on the 2024 Forbes/SHOOK Research America's Top RIA Firms list! This marks our third consecutive year on the list, and this accomplishment is a true testament to the commitment, expertise, and trust our clients and partners place in us every day. A huge thank you to everyone who has played a part in this journey, from our dedicated teams across NewEdge to the clients who inspire us to aim higher every year. Read more about this year’s rankings: https://lnkd.in/eUXE7udu #NewEdgeAdvisors #Forbes *Forbes/Shook rankings awarded in October 2024 based on data from 3/31/23-3/31/24.
EDGECo Holdings, LP reposted this
That’s a wrap on AdvisorFirst 2024! What a fantastic journey it's been…and thank you for being a part of it. We’ll see you next year!👋 #NewEdgeAdvisors # AdvisorFirst
EDGECo Holdings, LP reposted this
Our sales team had a great time in Chicago with clients this week bonding and networking. They made the most of their trip with a stunning architecture river tour, indulging in deep-dish pizza at Giordano's and catching a Cubs game. These moments together have been truly priceless! #AmericanTCS
We are thrilled to announce that NewEdge Capital Group has climbed to the #5 spot on Barron's 2024 Top 100 RIA Firms list! To be recognized as one of the Top 5 Firms is an incredible achievement. Congratulations to everyone who helped reach this milestone and here's to an even brighter 2025 ahead! Read more about this year’s rankings: https://lnkd.in/e8P4G5gd #NewEdgeCapitalGroup #Barrons *Barron’s rankings were awarded in September 2024 based on prior 12-month data.
EDGECo Holdings, LP reposted this
We’re excited to announce that NewEdge Capital Group has been named an Innovation finalist in ThinkAdvisor’s 2024 Luminaries Awards! We’d also like to congratulate our outstanding NewEdge Wealth and NewEdge Advisors leaders for their individual nominations: • Rob Sechan, Managing Partner of NewEdge Capital Group and Co-Founder & CEO of NewEdge Wealth, is a finalist for Executive of the Year. • Neil Turner, Chief Revenue Officer of NewEdge Capital Group and Co-Founder & Co-CEO of NewEdge Advisors, is a finalist for RIA M&A Leader of the Year. • Ghislain Gouraige, Partner at NewEdge Wealth, is a finalist for Thought Leader of the Year. • Hunter Gehring, Principal at NewEdge Wealth, is a finalist in the Next-Gen Rising Stars category. Explore the full list of 2024 finalists here: https://lnkd.in/eTUVePvR #NewEdgeCapitalGroup Luminaries Awards finalists are named in September 2024 based on prior 12 to 18-month data. The 2024 Luminaries winners will be announced on Dec. 11, 2024. ThinkAdvisor does not receive compensation in exchange for these recognitions.
EDGECo Holdings, LP reposted this
We are thrilled to share that Jeff Cutler, Chief Experience Officer, has been honored as a Rising Star at the prestigious 2024 WealthManagement.com #Wealthies Awards! Thank you to WealthManagement.com for this recognition, and congratulations to all the winners! Learn more: https://lnkd.in/eUKCi8Ag #NewEdgeAdvisors
Our Pittsburgh office participated in this year's PACs school supply donation program! They stuffed boxes with backpacks, lunch boxes, crayons, markers and other necessary supplies. Thank you to Nicholas Habursky and his son for delivering these boxes to the Pittsburgh Area Community Schools on our behalf. And thank you to our employees who helped donate to this program! #PACSchoolSuppy #EdgeCoHoldings
FinSource Limited recently celebrated five years of growth and teamwork at a lively event with green decor, colorful banners and photo booths! The day was filled with inspiring stories shared by our leaders, delicious food, sports and live music. The grand raffle draw reminded us of the surprises ahead. Our five-year milestone shows our resilience and commitment. #FinsourceLimited #5yearAnniversary
EDGECo Holdings, LP reposted this
Our American Trust Retirement leadership team met in Denver in August for the inaugural Management Summit. We focused on defining our company structure while also enjoying team-building activities like bowling. This productive event set the stage for exciting future developments! #AmericanTrustRetirement #Teambuilding