Start Free Trial
Pricing
Log In
Log In
Upgrade browser for full Crunchbase experience. You're accessing Crunchbase in a browser that is no longer supported.
Learn More
Edge Strategy Group Logo
Edge Strategy Group CB Rank
513343
Heat Score
58
Edge Strategy Group is an asset and wealth management firm.
Founded
obfuscation
Private Westport, Connecticut, United States1-10 www.edgepartner.com/
Advice
Asset Management
Financial Services
Wealth Management
Overview

Edge Strategy Group
Heat Score
58

Growth Score
pts
in past quarter
Heat Score 58
-4 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 Events
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
Raised Funding Round
Jan 1, 1970
Lorem ipsum dolor sit amet, consectetur
See more interactive data and historical milestones on desktop for the best experience

About Edge Strategy Group

CB Rank
513343
Edge Strategy Group is an asset and wealth management firm.
Founded
obfuscation
Private Westport, Connecticut, United States1-10 www.edgepartner.com/
Advice
Asset Management
Financial Services
Wealth Management

Details

Operating Status Active
Company Type For Profit
Phone Number 203-769-7240
Contact Email info@edgepartner.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

RIA Growth Plan & Execution
A service to scale, expand, and grow wealth management firms by developing and executing custom growth strategies including operational improvements and capital investment.
Fractional Chief Marketing Officer (CMO) Service
Outsourced marketing leadership specializing in wealth management to develop and scale marketing strategies aligned with firm growth objectives.

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 1-10 Contacts 9
News
Technology
View Tech Report

Monthly Web Visits

115
-48.66%
 in past month

Interest Signals

TopicSurge Score
Fast Company Logo
Fast Company
72

Active Website Tech Count

19Edge Strategy Group is actively using 19 technologies for its website, according to BuiltWith. These include Google Tag Manager, HSTS, and  IPhone / Mobile Compatible.
Sub-Organizations
Frequently Asked Questions

Where is Edge Strategy Group's headquarters? Edge Strategy Group is located in Westport, Connecticut, United States.Who are Edge Strategy Group's competitors? Alternatives and possible competitors to Edge Strategy Group may include HighTower Advisors, Dynasty Financial Partners, and  Savant Wealth Management.
Who We Are
What We Do
Helpful Links
AI Content may contain mistakes and is not legal, financial or investment advice. Learn more.
Terms of Service | Privacy Policy | Sitemap | © 2026 Crunchbase Inc. All Rights Reserved.
(5d42803 1)
|