Edge Capital

Atlanta, United States Founded: 2006 • Age: 20 yrs
Wealth management services are provided to clients by Edge Capital.
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About Edge Capital

Edge Capital is a company based in Atlanta (United States) founded in 2006.. Edge Capital has raised $1.88 million across 1 funding round. Edge Capital has completed 1 acquisition, including Clear Impact Acrylics. Edge Capital offers products and services including Investment Management, Wealth Strategy, and Family Office Services. Edge Capital operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others.

  • Headquarter Atlanta, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
    $0
    0
    as on Aug 19, 2009
  • Net Profit
  • EBITDA
  • Total Equity Funding
    $1.88 M (USD)

    in 1 rounds

  • Latest Funding Round
    $1.88 M (USD), Seed

    Aug 19, 2009

  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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Products & Services of Edge Capital

Edge Capital offers a comprehensive portfolio of products and services, including Investment Management, Wealth Strategy, and Family Office Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Manages investment portfolios for high-net-worth clients.

Develops customized wealth plans for individuals and families.

Offers comprehensive support for family financial needs.

Funding Insights of Edge Capital

Edge Capital has successfully raised a total of $1.88M through 1 strategic funding round. The most recent funding activity was a Seed round of $1.88 million completed in August 2009. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.

  • Total Funding
  • Total Rounds 1
  • Last Round Seed — $1.9M
  • First Round

    (19 Aug 2009)

  • Investors Count
Date Amount Transaction Name Valuation Lead Investors Investors
Aug, 2009 Amount Seed - Edge Capital Valuation

investors

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Edge Capital

Edge Capital has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Clear Impact Acrylics. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Custom acrylic displays and signage are manufactured for businesses.
2003
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Edge Capital

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Edge Capital Comparisons

Employees
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Competitors of Edge Capital

Edge Capital operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Raymond James, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Business consulting services are provided to banks and lending institutions.
domain founded_year HQ Location
HR, insurance, and liability services are provided by Alera Group.
domain founded_year HQ Location
Bank offering diversified financial services
domain founded_year HQ Location
Provider of wealth management services
domain founded_year HQ Location
M&A advisory, capital markets, and wealth management services are offered.
domain founded_year HQ Location
A full-service stockbroker offering diverse investment options in India.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Edge Capital

Frequently Asked Questions about Edge Capital

When was Edge Capital founded?

Edge Capital was founded in 2006 and raised its 1st funding round 3 years after it was founded.

Where is Edge Capital located?

Edge Capital is headquartered in Atlanta, United States. It is registered at Atlanta, Georgia, United States.

Is Edge Capital a funded company?

Edge Capital is a funded company, having raised a total of $1.88M across 1 funding round to date. The company's 1st funding round was a Seed of $1.88M, raised on Aug 19, 2009.

What does Edge Capital do?

Edge Capital was founded in 2006 and is headquartered in Atlanta, United States. Wealth management services are offered by the firm, focusing on investment advisory and financial planning for high-net-worth individuals and institutions. Operations are centered in the financial services sector, with a team led by Managing Director Ansel Davis. The companys domain, edgecappartners.com, supports client interactions and resource access.

Who are the top competitors of Edge Capital?

Edge Capital's top competitors include Focus Financial Partners, Alera Group and Raymond James.

What products or services does Edge Capital offer?

Edge Capital offers Investment Management, Wealth Strategy, and Family Office Services.

How many acquisitions has Edge Capital made?

Edge Capital has made 1 acquisition, including Clear Impact Acrylics.

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