Edge Capital

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

About Edge Capital

Edge Capital is a Financial Services company based in Atlanta (United States) founded in 2006. Wealth management services are provided to clients by Edge Capital. 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. Its focus areas include Asset Management and Wealth Management. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.

Company details

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.

  • Headquarters Atlanta, United States
  • Sectors
    Financial Services
  • Email
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  • Phone
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  • Website edgecappartners.com
  • Social LinkedIn X
Operational Areas
Key Metrics
  • Total Equity Funding
    $1.88M (USD)

    in 1 rounds

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

    Aug 2009

  • Investments & Acquisitions

Products & Services of Edge Capital

Edge Capital offers a comprehensive portfolio of products and services, including Investment Management, Wealth Strategy, and Family Office Services.

Investment Management
Financial Services

Manages investment portfolios for high-net-worth clients.

Wealth Strategy
Financial Planning

Develops customized wealth plans for individuals and families.

Family Office Services
Wealth Management

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 $1.88M
  • Total Rounds 1
  • Last Round Seed β€” $1.88M
  • First Round $1.88M

    (Aug 2009)

All 1 funding rounds of Edge Capital with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.

DateAmountTransaction NameValuationLead InvestorsInvestors
Aug 2009$1.88MSeed––
–

People of Edge Capital

1 people are tracked at Edge Capital (1 in leadership).

NameRoleGroup
Ansel Davis
Managing DirectorLeadership
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Investments & Acquisitions by Edge Capital

Edge Capital has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Clear Impact Acrylics.

Acquisitions
Company NameDescriptionDomainLocationFoundedAcquiredAmount
Custom acrylic displays and signage are manufactured for businesses.
clearimpactacrylics.comNorth Kansas, United States2003Aug 2016β€’β€’β€’β€’
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Complete acquisition details for Edge Capital

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  • Acquired stakes
  • Deal sources
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  • Exports

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Timeline of Edge Capital

3 dated milestones of Edge Capital across 10 years, from founding to its latest funding, stage changes and deals.

  1. Founded Edge Capital is founded.
  2. Funding First funding round of $1.9M.
  3. Acquisition Acquires Clear Impact Acrylics.

Competitors of Edge Capital

Edge Capital has 3 listed competitors in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.

Company NameDomainFoundedHQ LocationTotal fundingEmployeesDescription
focusfinancialpartners.com2004New York, United States$332.68M
Business consulting services are provided to banks and lending institutions.
aleragroup.com1995Deerfield, United States$250M
HR, insurance, and liability services are provided by Alera Group.
wintrust.com1991Rosemont, United States10,463
Bank offering diversified financial services
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Detailed competitors of Edge Capital

The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.

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  • Operating metrics
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Web traffic of Edge Capital

The website of Edge Capital (edgecappartners.com) receives about 1.5K visits a month.

  • Monthly visits
    1.5K

    ▼ 17.7% vs previous month

Similar websites

Websites whose visitors overlap most with Edge Capital. Affinity shows how closely the audiences match.

WebsiteDomainAudience affinityMonthly visitsGlobal rankProfile
scsfinancial.com
100%
7K#3,049,493View details
focusbankers.com
focusbankers.com
89%
#1,274,547–
broadmark.com
89%
View details
jonestrading.com
89%
3.7K#4,754,042View details
midsouthcap.com
midsouthcap.com
56%
–
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β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’β€’.comβ€’β€’%β€’.β€’M#‒‒‒‒‒–
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All 8 similar websites and full traffic analytics for Edge Capital

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  • 8 similar websites
  • Audience overlap
  • Engagement analytics
  • Traffic by brand

Verified entity values are shown only after access is granted.

Top companies in Asset Management

3 companies that operate in the same segment as Edge Capital (Asset Management) in United States, ranked by their profile score on The Company Check.

CompanyDescriptionFoundedLocationTotal fundingRevenueEmployees
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
1946Boston, Massachusetts, United StatesUSD 517.99 M
Investment banking services are delivered across multiple financial sectors.
1869New York, New York, United StatesUSD 126.21 B46,500
Mutual life insurance company
1851Springfield, United States10,466
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Related news about Edge Capital

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Frequently Asked Questions about Edge Capital

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

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

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 2009.

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.

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

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

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

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