Edgepoint Wealth Management
EdgePointers think and act like business owners, and believe in putting investors first. For us, building strong partner relationships is more important than asset gathering so we’re not the biggest wealth management firm – nor do we hope to be.
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Verified contacts
89
available on Kipplo
LinkedIn employees
94
51 to 200 range
Open roles
—
no listings
Distinct roles
33
indexed titles
Tech stack
3
tools in use
Monthly traffic
203
organic / mo
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Decision-makers and verified team members
89 contacts with verified email or phone · masked until revealed.
- HS
Heather Siegner
Relationship Manager · Finance & Accounting
EmailPhone - AC
Akhil Chopra
Compliance professional · Other
EmailPhone - AL
Alan Lynam
Partner · General Business & Management
EmailPhone - DO
Daniela Orla
Partner · General Business & Management
EmailPhone - GS
Grant Schneider
Partner · General Business & Management
EmailPhone - KS
Kevin Sangwine
Partner · General Business & Management
EmailPhone - NP
Neeti Pandey
Partner at EdgePoint Wealth Management | MBA |Trade Operations | Prime brokerage | Collateral Management | Securities lending | Portfolio Management · Other
EmailPhone - VS
Vanita Sachdev
Partner · General Business & Management
EmailPhone - SL
Stas Lopata
Investor, Partner · General Business & Management
EmailPhone
Showing 9 of 89 verified contacts
Top roles at Edgepoint Wealth Management
33 distinct titles indexed · top 10 shown.
- 39partner
- 6junior relationship manager
- 3investment analyst
- 3relationship manager
- 2analyst
- 2associate relationship manager
- 2investment summer analyst
- 2operations associate
- 2salesforce specialist
- 1()
- +23more titles
Sign up to unlock all 89 contacts at Edgepoint Wealth Management
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 89 verified contacts at Edgepoint Wealth Management
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