TECHNOLOGY ENABLED
FINANCIAL SOLUTIONS
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 COMPANIES
AmericanTCS has been collaborating with financial intermediaries to provide successful financial outcomes for almost 50 years. At AmericanTCS, investor success isn’t a marketing slogan, it’s our mission and we have the data to prove it. AmericanTCS is proud to provide our clients with a team of industry leaders. From our administrative staff to our investment team, our culture embraces a spirit of support and dedication to helping you achieve your goals.
NewEdge Capital Group and its subsidiaries collectively trace their roots back over 40 years and provide best-in-class technology-enabled solutions and support services to financial advisors and their clients. Today, NewEdge Capital Group has over $30 billion in client assets and supports over 300 financial advisors across more than 75,000 client accounts.
EDGECO COMPANIES IN THE NEWS
InvestmentNews Nominates NewEdge for RIA of the Year
We are proud to share that NewEdge Wealth has been named a finalist for RIA of the Year at the 2025 InvestmentNews Awards. This recognition highlights the work our team has done over the past year to deliver a truly differentiated experience for our clients, from...
Following Explosive Growth, Jesse Christensen Strategically Transitions Practice Within NewEdge Family to Enhance UHNW Client Services
Shift Allows Firm to Leverage NewEdge Wealth’s Solutions for Complex and Sophisticated Client Needs STAMFORD, Conn., MAY 12, 2025 — Jesse Christensen has joined NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net...
NewEdge Wealth Continues Expansion of Atlanta Presence with Two Experienced Financial Service Leaders
Paul Izlar joins as Managing Director and Brendan Keelan as an investment principal as firm continues growth across Southeast footprint STAMFORD, Conn., APRIL 16, 2025 — Wealth management industry veterans Paul Izlar and Brendan Keelan, CFA®, have joined NewEdge...
National Partner Conference 2025
AmericanTCS joined forces with NewEdge Capital Group to host our National Partner Conference in Scottsdale, AZ. Thank you to all our attendees, speakers, sponsors and team members who helped make the conference a success! The post National Partner Conference 2025...
NewEdge Investment Solutions Now Available on Envestnet, SMArtX Platforms
NewEdge Structured Note Strategies Among First Note SMAs on Envestnet & SMArtX STAMFORD, Conn., JAN. 24, 2025 — NewEdge Wealth, LLC, a registered investment advisor specializing in serving ultra high net worth families, family offices and institutional clients,...
Q4 2024 AmericanTCS 401(k) Composite Benchmark
The AmericanTCS 401(k) Composite Benchmark delivered a –0.52% return in the third quarter of 2024, slightly better than the –1.26% return of the 60/40 Balanced Index. Over the same period the S&P 500 Index (large cap U.S. stocks) returned 2.41% as it experienced...
NewEdge Wealth Co-Founder Jeff Kobernick Appointed to Vice Chairman Role
NewEdge Wealth is pleased to announce that Co-Founder Jeffrey Kobernick has been appointed as Vice Chairman of the firm’s parent company, NewEdge Capital Group. Jeff, who has been at the forefront of the wealth management industry for over three decades, played an...
NewEdge Wealth Accelerates Southeast Growth With Two Ultra High Net Worth Managing Directors
William deButts and Jimmy Patrick join as Managing Directors in Atlanta and North Carolina STAMFORD, Conn., JAN. 29, 2025 — NewEdge Wealth, LLC, a registered investment advisor specializing in servicing the needs of ultra high net worth families, family offices and...
NewEdge Capital Group Exceeds Record-Breaking $9.5 Billion 2024 Recruitment Target Ahead of Schedule
Firm Now Services More Than $65 Billion in Client Assets After Third Consecutive Record-Breaking Recruitment Year and Strong Organic Growth Supported by Key Strategic Initiatives PITTSBURGH, DEC. 12, 2024 — NewEdge Capital Group, LLC, a leading and growing wealth...
NewEdge Capital Group Lands No. 5 Spot on Barron’s Top 100 RIA Firms List
For the third consecutive year, NewEdge Capital Group has been listed on Barron’s Top 100 RIA Firms list. This year, we are honored to be listed at No. 5. It’s a testament to the caliber of our firm’s talent and we are grateful to be recognized among our peers....
EDGECO HOLDINGS CAREERS
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