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NewEdge Advisors Logo
NewEdge Advisors CB Rank
424474
Heat Score
36
NewEdge Advisors provides financial planning, investment management, IT support, compliance, advisory, and portfolio management services.
Founded
obfuscation
Private New Orleans, Louisiana, United States11-50 www.newedgeadvisors.com
Advice
Compliance
Financial Services
Impact Investing
Overview

NewEdge Advisors
Heat Score
36

Growth Score
pts
in past quarter
Heat Score 36
-34 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About NewEdge Advisors

CB Rank
424474
NewEdge Advisors provides financial planning, investment management, IT support, compliance, advisory, and portfolio management services.
Founded
obfuscation
Private New Orleans, Louisiana, United States11-50 www.newedgeadvisors.com
Advice
Compliance
Financial Services
Impact Investing

Key People

  • Justin Perkins Logo
    Justin Perkins: Founder
    Past Role: Olomomo Nut Company, Founder, CEO, Chief Innovation Officer

Details

Legal Name NewEdge Advisors, LLC
Operating Status Active
Company Type For Profit
Founders  Justin Perkins
Phone Number +1-504-459-4391
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Advisor Succession Program (ASP)
A program enabling advisors to monetize, acquire, or transition their advisory books while maintaining autonomy and control.
Open-Architecture Technology Platform
A customizable technology platform allowing advisors to select and integrate preferred financial planning, CRM, and portfolio management tools.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 11-50 Employee Profiles 1 Contacts 52

Employee Profiles

News

News and Press

News•Mar 10, 2026
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News•Feb 24, 2026
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News•Feb 24, 2026
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News•Jan 29, 2026
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Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

934
-59.58%
 in past month

IT Spend

$113.6KThis year, NewEdge Advisors is projected to spend $113.6K on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
First Out Last Out (FOLO) Logo
First Out Last Out (FOLO)
83
Black-Box Testing Logo
Black-Box Testing
83
Initial Coin Offering (ICO) Logo
Initial Coin Offering (ICO)
80

Active Website Tech Count

58NewEdge Advisors is actively using 58 technologies for its website, according to BuiltWith. These include IPhone / Mobile Compatible, Viewport Meta, and  HSTS.
Sub-Organizations
Frequently Asked Questions

Where is NewEdge Advisors's headquarters? NewEdge Advisors is located in New Orleans, Louisiana, United States.Who are NewEdge Advisors's competitors? Alternatives and possible competitors to NewEdge Advisors may include Dynasty Financial Partners, LPL Financial, and  Corient.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
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