Newbridge Financial Services Group
Overview
Newbridge Financial Services Group is a financial advisory firm offering investment management and financial planning services to clients. The firm provides a range of services, including investment banking, securities brokerage, investment, insurance, and asset and wealth management. Their approach emphasizes personalized financial strategies tailored to individual and corporate clients. With a team of experienced professionals, Newbridge Financial Services Group focuses on supporting clients in building and maintaining their wealth through various stages of financial planning, aiming to guide clients toward achieving financial independence through expertly crafted financial strategies.
Investment Focus
- Minimum annual fee of $250
Portfolio Companies
Reach Newbridge Financial Services Group directly
Verified work email, phone and LinkedIn for the full team — one spreadsheet, one payment, yours to keep.
Unlock full contacts →Frequently asked questions about Newbridge Financial Services Group
What sectors does Newbridge Financial Services Group invest in?
Newbridge Financial Services Group invests in Financial Services, Technology, Healthcare, Energy, Consumer Goods and Industrials, and is based in Boca Raton, United States. Newbridge Financial Services Group is listed as a institutional investor in the ConnectSafely investor database.
What stage does Newbridge Financial Services Group invest at?
Newbridge Financial Services Group backs companies at Growth, Late Stage, Pre-IPO and Buyout, writing cheques of 250K - 50M.
Which regions does Newbridge Financial Services Group invest in?
Newbridge Financial Services Group invests across United States.
Who are the partners at Newbridge Financial Services Group?
Team members listed for Newbridge Financial Services Group include Tom Casolaro (Chairman & CEO).
What companies has Newbridge Financial Services Group invested in?
Newbridge Financial Services Group's portfolio includes Wells Fargo & Company.
How do I contact Newbridge Financial Services Group?
Newbridge Financial Services Group's contact details — including LinkedIn — are listed in the ConnectSafely investor database, along with its website and the LinkedIn profiles of its partners.
Last updated · Source: ConnectSafely investor database
