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NewEdge Wealth can help simplify, organize and manage the demands your wealth has on your life today, while also delivering a customized wealth strategy to help achieve your legacy for tomorrow and beyond.
Founded in 2008, Lincoln Peak Capital is a long-term, supportive equity partner to entrepreneurial management teams of high-quality asset management firms. Leveraging its deep industry experience and proven value-add approach, Lincoln Peak provides capital and expertise to help its partner firms successfully transition ownership and enhance their core capabilities. Since inception, Lincoln Peak has invested in category-leading asset management firms that collectively manage more than $100 billion.
RG/2 Claims Administration is a Grandville, MI-based company in the Financial Services sector.
Delaware Management Holdings Div. of Macquarie Group is a New York, NY-based company in the Financial Services sector.
Commerce Investment is a Portland, OR-based company in the Financial Services sector.