NewEdge Wealth
Multi family office in Stamford, United States, founded 2020; focus on fintech, healthtech and education.
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Identity
- HEADQUARTERS
- Stamford, United States
- FOUNDED
- 2020
Investment approach
- ROUTES
- Direct investments
Overview
Headquartered in Stamford, United States, the firm is listed as a multi family office founded in 2020. Sectors on record are fintech, healthtech, education and AI. It invests directly in companies; 3 people are named on its team.
People
- Cameron DawsonChief Investment Officer · source
- Rob SechanCEO and Co-Founder · source
- Jeff KobernickManaging Partner and Co-Founder · source
Classification
Multi Family Office. Provides family-office services to several families and invests or allocates their money — through mandates, its own programmes or club deals. Advice-only firms are not listed. How family capital is classified →
FAQ
NewEdge Wealth is a multi family office based in Stamford, the United States, founded in 2020.
NewEdge Wealth invests directly in companies.
NewEdge Wealth invests in Fintech, HealthTech, Education, Artificial Intelligence and Software & SaaS.
Key people at NewEdge Wealth include Rob Sechan (CEO and Co-Founder), Jeff Kobernick (Managing Partner and Co-Founder) and Cameron Dawson (Chief Investment Officer).