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benjaminfedwards.com

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Focuses on helping its clients plan for their future and achieve their financial goals

Clayton, United StatesFounded 2008Real Estate
Headcount 100–500 Current team size
Total funding $10–50M Disclosed equity funding
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About benjaminfedwards.com

Founded in 2008, Benjamin F. Edwards is a national wealth management firm dedicated to providing personalized investment advice and client-first service. The company operates both a traditional full-service brokerage firm and an independent advisory arm, Edwards Wealth Management, which was launched in 2019. Benjamin F. Edwards serves a diverse range of clients, including individual investors, families, and financial advisors looking for a supportive and client-focused environment. The firm operates in the wealth management market, offering services such as financial planning, investment management, and retirement planning. Its business model revolves around building deep, long-term relationships with clients and advisors, ensuring that their financial goals and needs are met with tailored solutions. The company generates revenue through advisory fees, brokerage commissions, and other financial services. With a legacy spanning over 130 years and five generations of the Edwards family, the firm combines traditional values with modern financial strategies to deliver exceptional service.

Source: Dealroom company data

At a glance

Founded
2008
Headquarters
Clayton, United States
Sector
Real Estate
Team profiled 8 named & role-tagged
Founders Hidden — book a demo/100 quality score
Key operators 4 quality Hidden — book a demo/100
Potential founders Hidden — book a demo likely future founders
Startup mafia Hidden — book a demo alumni-founded startups
Talent movements Hidden — book a demo in · Hidden — book a demo out past 12 months

Source: Dealroom Talent Intelligence.

Global footprint

Workforce and web traffic by country
Workforce by country
🇺🇸 United States · Clayton HQ
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Market sentiment

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