EdgeTI Executes Significant Contract Award with >$1.5 Trillion AUM Financial Services Firm to Empower and Scale Their Wealth Management Network

Executive Summary

• Edge Total Intelligence announced a new subscription agreement with a leading U.S. financial services organization (>$1.5 trillion AUM).
• The initial annual recurring revenue (ARR) from the contract exceeds US$300,000, providing immediate near‑term revenue visibility.
• The deal includes a multi‑phase rollout with clear upsell and cross‑sell opportunities across the client’s wealth‑management network, creating significant future ARR upside.

Key Details

• Contract Value: Initial subscription carries ARR > US$300,000.
• Client Profile: U.S. financial services organization managing assets in excess of US$1.5 trillion.
• Deployment Scope: Strategic paid rollout across the client’s national advisor network and international operations; phased expansion into additional business units, advisor endpoints, analytics modules, and premium services.
• Strategic Significance: Demonstrates edgeCore™ platform scalability, security, and real‑time decision intelligence in regulated financial environments.
• Growth Pathway: Explicit roadmap for upsell/cross‑sell, leveraging the extensive wealth‑management network to increase customer lifetime value, gross margin, and overall ARR.
• Executive Quote: CEO Jim Barrett highlighted the agreement as validation of edgeCore™’s enterprise‑grade capabilities and a catalyst for substantial future revenue expansion.

Notable Quotes

“This agreement validates what we've been proving in market: edgeCore™ delivers enterprise‑grade decision intelligence where scale, security, and real‑time operations matter most,” – Jim Barrett, CEO, EdgeTI.