About Newbridge Securities
Newbridge Securities is a Financial Services company based in Boca Raton (United States) founded in 2001 by Scott Goldstein. Investment banking, insurance, and wealth management services are provided. It operates in the Financial Services and Business Services sectors. Its chief executive, as recorded, is Thomas Casolaro. The company has since been acquired. Its focus areas include Investment Industry, Investment Banks, IBs and Management Consulting Services.
Company details
Newbridge Securities was founded in 2001 and is headquartered in Boca Raton, United States. Operations are focused on the financial services sector, where investment banking, insurance, and wealth management are offered to clients. Advisory and asset management functions are handled by a team of executives, including Thomas Casolaro as CEO, Jeffrey Pellar as President, and multiple managing directors. The firm serves various institutional and individual needs in securities-related activities.
- Headquarters Boca Raton, United States
- Founders Scott Goldstein
- Stage Acquired
- SectorsFinancial ServicesBusiness Services
- Email••••••••
- Phone•••• ••••
- Website newbridgesecurities.com
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- Investors
Investors in Newbridge Securities
Newbridge Securities has secured backing from 1 investor. Prominent investors backing the company include Kingswood.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Kingswood is engaged in providing financial planning and investment management. | europeanwealth.com | London, United Kingdom |
Investor details for Newbridge Securities
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People of Newbridge Securities
9 people are tracked at Newbridge Securities (9 in leadership).
| Name | Role | Group |
|---|---|---|
Scott Goldstein | Founder | Leadership |
Renny Kuruvilla | Managing Director | Leadership |
Douglas Aguililla | Managing Director | Leadership |
Thomas Casolaro | CEO | Leadership |
Joshua Bossuat | Managing Director | Leadership |
Chad Champion | Senior Managing Director | Leadership |
Jeffrey Pellar | President | Leadership |
Leonard Jay Sokolow | CEO & President | Leadership |
Kurosh Golchubian | Chief Technology Officer | Leadership |
Complete people profiles for Newbridge Securities
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Web traffic of Newbridge Securities
The website of Newbridge Securities (newbridgesecurities.com) receives about 2.9K visits a month.
- Monthly visits2.9K
▼ 2.3% vs previous month
Websites whose visitors overlap most with Newbridge Securities. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| finra.org | 100% | 2.5M | #20,707 | View details | |
| sipc.org | 99% | 121.2K | #395,649 | View details | |
| pavesemccormick.com | 65% | View details | |||
| mynycb.com | 65% | 9.7K | #2,158,012 | View details | |
tworiverbank.com | tworiverbank.com | 65% | – | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 9 similar websites and full traffic analytics for Newbridge Securities
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 9 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 Newbridge Securities (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Frequently Asked Questions about Newbridge Securities
Newbridge Securities was founded in 2001.
Newbridge Securities is headquartered in Boca Raton, United States. It is registered at Boca Raton, Florida, United States.
Thomas Casolaro is the CEO of Newbridge Securities, as recorded in our data.
Newbridge Securities was founded in 2001 and is headquartered in Boca Raton, United States. Operations are focused on the financial services sector, where investment banking, insurance, and wealth management are offered to clients. Advisory and asset management functions are handled by a team of executives, including Thomas Casolaro as CEO, Jeffrey Pellar as President, and multiple managing directors. The firm serves various institutional and individual needs in securities-related activities.
Newbridge Securities has 1 investor. Key investors include Kingswood.