EDELMAN FINANCIAL ENGINES
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
EDELMAN FINANCIAL ENGINES
Industry:
Consulting Financial Services Personal Finance Retirement
Founded:
1986-01-01
Address:
Boston, Massachusetts, United States
Country:
United States
Website Url:
http://www.edelmanfinancialengines.com
Total Employee:
501+
Status:
Active
Contact:
+1-617-556-2414
Total Funding:
0
Technology used in webpage:
Viewport Meta IPhone / Mobile Compatible Google Font API Google Analytics Apple Mobile Web Clips Icon Google Tag Manager WordPress Content Delivery Network Font Awesome Domain Not Resolving
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Current Advisors List
Board_member
2021-03-01
Current Employees Featured
Jeff Suarez Vice President, Head of Retail Engineering @ Edelman Financial Engines
Vice President, Head of Retail Engineering
2021-07-01
David Goldberg SVP, Head of Data and Analytics @ Edelman Financial Engines
SVP, Head of Data and Analytics
2020-11-01
Lisa Johnston SVP, Head of Retail Marketing @ Edelman Financial Engines
SVP, Head of Retail Marketing
2021-03-01
Janet Aronica Senior Digital Marketing Manager @ Edelman Financial Engines
Senior Digital Marketing Manager
2021-06-01
Christopher Jones Chief Investment Officer, EVP Investment Management @ Edelman Financial Engines
Chief Investment Officer, EVP Investment Management
1996-12-01
Suzanne van Staveren Executive Vice President and Chief Financial Officer @ Edelman Financial Engines
Executive Vice President and Chief Financial Officer
2022-04-01
Sara Perrott Cloud (Cyber) Security Architect @ Edelman Financial Engines
Cloud (Cyber) Security Architect
2022-04-01
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-08-03 | Smart Investor | Smart Investor acquired by Edelman Financial Engines | N/A |
| 2021-05-19 | Viridian Advisors | Viridian Advisors acquired by Edelman Financial Engines | N/A |
Investors List
Warburg Pincus
Warburg Pincus investment in Private Equity Round - Edelman Financial Engines
Key Employee Changes
| Date | New article |
|---|---|
| 2022-04-27 | Edelman hires Goldman exec as CFO |
Official Site Inspections
http://www.edelmanfinancialengines.com Semrush global rank: 385.23 K Semrush visits lastest month: 147.06 K
- Host name: server-13-249-39-81.iad89.r.cloudfront.net
- IP address: 13.249.39.81
- Location: Seattle United States
- Latitude: 47.6348
- Longitude: -122.3451
- Metro Code: 819
- Timezone: America/Los_Angeles
- Postal: 98109
More informations about "Edelman Financial Engines"
Edelman Financial Engines - Wikipedia
Edelman Financial Services, a financial advisory firm, was founded in 1986 [8] by married couple Jean and Ric Edelman. [9] Sanders Morris Harris Group, a publicly traded wealth …See details»
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Dec 31, 2022 Edelman Financial Engines was founded with a core mission - to give everyone the opportunity to move their financial life forward. Our founders set the tone - Nobel Prize …See details»
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Oct 23, 2024 Edelman Financial Engines is a leading privately-owned, independent wealth planning and workplace investment advisory firm. It has been in operation since 1996, and …See details»
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For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to ...See details»
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Www.edelmanfinancialengines.com. has 14 executives - and belongs to Hellman & Friedman +1 713 224 3100; Add an executive. Edelman Financial Engines News . Anything missing? We search for you. Print or download . CEO. Jay …See details»
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Edelman Financial Engines has acquired Soundmark Wealth Management and a $453M investment advisory firm. Additionally, the company released a new report analyzing 20 years …See details»
Edelman Financial Engines, LLC - Dun & Bradstreet
Company Description: Edelman Financial Engines is America's top independent wealth planning and workplace investment advisory firm. It provides financial advice, portfolio management, …See details»
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You are now leaving https://www.edelmanfinancialengines.com for a website that is unaffiliated with Edelman Financial Engines. Edelman Financial Engines has not been involved in the preparation of the content supplied at the unaffiliated …See details»
Edelman Financial Engines Review 2025 - AdvisorSearch.org
Feb 18, 2025 Edelman Financial Engines, registered in 1998, serves 53 state(s) with a licensed staff of 611 advisors. Edelman Financial Engines manages $270.8 billion and provides …See details»
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Nov 6, 2018 SUNNYVALE, Calif.--(BUSINESS WIRE)--Following their merger in Q3 2018, the unified organization of Edelman Financial Services and Financial Engines has changed its …See details»
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Edelman Financial Engines is one of the largest independent investment advisors in America, with a nationwide network of advisors. The company provides holistic, personalized financial …See details»
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Awarded each September (2018 - 2022) by Barron's, based on data within a 12-month period.Compensation paid for use and distribution of rating.See details»
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Dec 14, 2023 Recent Acquisitions Edelman Financial Engines has recently acquired Soundmark Wealth Management, presenting a potential opportunity to leverage the expanded client base …See details»
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