Mandate & appetite
- Preferred strategies
- Portfolio Management, Short Term Insurance, Retirement Fund, Medical Aid, Employee Benefits, Offshore Investments
- Target geographies
- United States
- Typical ticket
- $5m–$25m
- AUM
- —
- Real-asset allocation
- —
- Appetite
- —
Investor profile
Edge Financial Group is an independent financial services company offering personalized services in portfolio management and a range of financial products to both individual and group clients.
Unlock mandates & allocation signals
See Edge Financial Group's active mandates and live allocation signals — plus named decision-makers, unlimited AI capital-matching and CSV export.
- Active mandates (strategy, asset class, geography, ticket, target IRR)
- Live allocation signals with sources
- Named CIOs & IC members + email & LinkedIn
From $599/mo · 20% off annual
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