NewEdge Capital Group, LLC (“NewEdge”), today announced a partnership between NewEdge Wealth, its registered investment adviser specializing in serving ultra-high net worth families, family offices, and institutional clients, and Community Capital Technology Inc. (“Community Capital”) to provide its advisors with access to a digital loan marketplace, enabling them to offer NewEdge Wealth clients with a broader range of financing solutions.

The solution leverages Community Capital’s proprietary platform, nationwide lender network and capital markets team, enabling NewEdge Wealth advisors to connect clients with a broad range of financing options efficiently. From a family-owned business seeking working capital to fuel growth, to a commercial real estate investor financing new projects, to an individual acquiring a private aircraft, the platform supports a wide spectrum of financing needs across asset classes and client profiles. By streamlining access to lending solutions, the platform is designed to provide borrowers with an efficient and transparent financing experience.

The loan marketplace established by this partnership enables advisors at NewEdge Wealth to source loan origination opportunities directly through CCT’s network of banks, credit unions, and other financial institutions, further expanding access to capital and complementing NewEdge’s existing institutional relationships.

”We are continually looking for solutions that create value for both our advisors and their clients,” said John Straus, President and Managing Partner of NewEdge Wealth. “Our partnership with Community Capital enhances our advisors’ capabilities, enabling them to broaden their service offerings, drive growth, and further strengthen client relationships.”

Kipp Visi, Vice President of Banking & Lending at NewEdge Wealth, added: “We’re excited to collaborate with a fintech partner that understands the needs of our advisors and their clients. This platform provides a powerful way to manage credit opportunities by connecting us to an extensive network of financial institutions. Equally important is the capital markets expertise behind the platform, which helps guide structuring, optimize opportunities for the market, and navigate terms and execution. By combining technology, market access, and advisory insight, we are well positioned to scale our capital sourcing capabilities and better serve our clients’ evolving financing needs.”

Garrett Smith, CEO and Founder of Community Capital, said: “Working with NewEdge’s innovative team, we have developed a solution that sets a new benchmark for how advisors access and deliver financing solutions. This partnership advances our mission to enhance efficiency, liquidity, and access across the loan markets, including originations. Establishing this loan marketplace both strengthens NewEdge’s offering and provides our network of more than 1,450 financial institutions with a powerful new channel for relationship growth.”

About NewEdge Capital Group, LLC

NewEdge Capital Group represents a fundamental reimagining of what a financial services firm can be when it’s designed by Advisors for Advisors. As an invitation-only firm for already successful advisors, resources are focused on helping top-performing advisors reach the next level in their careers. NewEdge provides exceptional talent, cutting-edge technology and institutional-grade resources that create a structural advantage for elite advisors and their clients. NewEdge Capital Group services multiple business lines and supports over 550 financial advisors servicing several thousand households, family offices and institutions. NewEdge Capital Group, LLC, is ranked #2 on Barron’s Top 100 RIA Firm list and is a CNBC Elite Advisor.

Advisory services provided by NewEdge Advisors, LLC and NewEdge Wealth, LLC, our registered investment advisers. Securities offered through NewEdge Securities, LLC, Member FINRA/SIPC. NewEdge Advisors, LLC, NewEdge Wealth, LLC, and NewEdge Securities, LLC are wholly owned subsidiaries of NewEdge Capital Group, LLC. For more information, visit www.newedgecapitalgroup.com.

About Community Capital Technology Inc.

Community Capital Technology Inc. (“CCT”) operates a digital marketplace platform that connects financial institutions across the secondary and primary loan markets, enabling more efficient loan sales, participations, and new loan originations. The platform supports regional and community banks, credit unions, and non-bank originators in optimizing balance sheets, managing risk, and sourcing new opportunities. CCT’s partner and member network spans large banks, fintech and core providers, RIAs and RIA service platforms, state banking associations, CUSOs, and individual financial institutions of all sizes nationwide – creating a scalable ecosystem for capital deployment and relationship growth. By increasing transparency and connectivity across the lending market, CCT helps institutions drive returns, improve liquidity, and expand access to credit. Learn more at www.communityct.com.

Important Disclosures

NewEdge Wealth is a division of NewEdge Capital Group, LLC. Investment advisory services offered through NewEdge Wealth, LLC, an investment adviser registered with the US Securities and Exchange Commission. Securities offered through NewEdge Securities, Inc. Member FINRA/SIPC.

NewEdge Capital Group’s relationship with Community Capital Technology Inc. is a business partnership. Clients are under no obligation to use this platform and may seek financing through any lender of their choosing.

NewEdge Capital Group does not originate, underwrite, or guarantee loans. Community Capital Technology Inc. and its network of lenders are independent third parties responsible for credit decisions, terms, and conditions. Loan approval, rates, and terms are not guaranteed and are subject to the lender’s own underwriting standards. Borrowing involves risk, including the risk of default and loss of pledged collateral.

This announcement is for informational purposes only and does not constitute an offer, solicitation, or recommendation to obtain financing or enter into any loan arrangement. NewEdge does not provide legal or tax advice; clients should consult their own advisors regarding any financing decision.

Statements in this release regarding future capabilities, growth, or business outcomes reflect the current views of NewEdge and Community Capital Technology as of the date of this release and are subject to change without notice. Actual results may differ.

Community Capital Technology Inc. is not affiliated with NewEdge Capital Group, LLC, NewEdge Wealth, LLC, or NewEdge Securities, LLC.

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