Verified
Edelman Financial Engines
Venture Capital & Private Equity
Founded: Not Available
Headquarters: 3945 Freedom Cir Ste 950, Santa Clara, California, 95054, United States
Overview
Location
California, United States
Headquarter
3945 Freedom Cir Ste 950, Santa Clara, California, 95054, United States
Contact Number
(408) 498-6000
No of Employees
1,372 Employees
Industry
Venture Capital & Private Equity
Contact Email
Not Available
Company Type
Private Company
Founded
Not Available
CEO
Not Available
Codes
SIC Code 62,621 | NAICS Code 52,523
Annual Revenue
$786.2 Million
Total Funding
-
Recent Funding Amount
-
No of Funding Rounds
1
Company Overview
Established in 1986, Edelman Financial Engines provides personal financial planning and investment management services. Edelman Financial Engines is headquartered in Sunnyvale, California.
Employees by Level
C-Level
16
VP-Level
86
Director
486
Manager
245
Non-Manager
965
Top Contacts
1279
Top C-suite Members of Company
Connect with key decision-makers at Edelman Financial Engines. View contact details of C-suite executives and leadership team.
| Name | Title | Contact | |
|---|---|---|---|
| Doug Moore | Chief Financial Officer, Client Team | d****e@edelmanfinancialengines.com | |
| Suzanne Staveren | Executive Vice President & Chief Financial Of | s****n@edelmanfinancialengines.com | |
| Robert Abrams | Chief Financial Officer | r****s@edelmanfinancialengines.com | |
| Suzanne van Stavere | Executive Vice President & Chief Financial Of | s****.@edelmanfinancialengines.com | |
| Tania Loffreda | Secure Infrastructure & IT Chief of Staff | t****a@edelmanfinancialengines.com | |
| Neil Gilfedder | Chief Investment Officer | n****r@edelmanfinancialengines.com | |
| Robert Blakley | Controller and CAO | r****y@edelmanfinancialengines.com | |
| Neil Gilfedder | Chief Investment Officer | n****r@edelmanfinancialengines.com | |
| Patricia Wang | Vice President | p****g@edelmanfinancialengines.com | |
| Chris Athey | Senior VP, Financial Planning | c****y@edelmanfinancialengines.com | |
| Doug Moore | Chief Financial Officer, Client Team | d****e@edelmanfinancialengines.com | |
| Tania Loffreda | Secure Infrastructure & IT Chief of Staff | t****a@edelmanfinancialengines.com | |
| Lianne Kenealy | Vice President, Relationship Management | l****y@edelmanfinancialengines.com |
Employees Contact
Are you Seeking to connect with decision-makers? Acquire their contact info, including emails and phone numbers, from credible sources like LinkedIn or trusted websites.
| Name | Position | Phone | Profile | |
|---|---|---|---|---|
Adam Karron | Asscociate Director, Financial Planning | *******7202 | a.......5@hotmail.com | |
Christine Cataldo | Chief Operations Officer | ******6742 | c.......o@ricedelman.com | |
Chuan He | Architect | *******3965 | c.......e@asurion.com | |
Matthew Preddy | Financial Planning | *******8287 | m.......y@edelmanfinancial.com | |
Vladimir Babiuc | Director, Financial And Strategic Planning | ******0150 | v.......c@gmail.com | |
Bruce Alden | Director - Financial Planning | ******6467 | b.......n@gmail.com | |
Anne Curley | Executive Assistant To General Counsel | ******0773 | a.......y@financialengines.com | |
Alexander Yavorskiy | Vice President Of Engineering, Retail Experience | *******6215 | a.......y@financialengines.com | |
Christine Youngberg | Executive Assistant At Edelman | ********2000 | c.......g@edelman.com | |
Alex Shurin | Financial Planning | ******0800 | a.......n@edelmanfinancial.com | |
Lauren Shaffrey | Accounts Payable Specialist | ******9782 | l.......y@gmail.com | |
Matt Loeffler | Director, Financial Planning | ******4629 | l.......8@gmail.com | |
Angelo Viducic | Talent Acquisition Partner | ******5922 | a.......c@accountingprincipals.com | |
David Coulter | Software Engineer | ******0557 | m.......7@yahoo.com | |
Ronda Woodbury | Client Service Associate | ******8562 | r.......y@gmail.com | |
Matthew Ulrick | Regional Director | *******1397 | m.......k@tdameritrade.com | |
Austin Konecke | Director | ******7681 | a.......e@mutualfundstore.com | |
James Selu | Associate Director, Financial Planning | ******5774 | j.......u@gmail.com | |
Scott Morrello | Director, Financial Planning | ******0081 | s.......o@edelmanfinancial.com | |
John Cobb | Bahã A De San Francisco Y Alrededores, Estados | *******9648 | j.......b@edelmanfinancial.com | |
Michael Krowe | Financial Services | ******5682 | m.......e@gmail.com | |
Gwen Moore | Vice President Human Resources | ******1685 | g.......e@financialengines.com | |
Anderson Wozny | Executive Director | ******0800 | a.......y@ricedelman.com | |
Scott Morrello | Financial Planning | ******0081 | s.......o@edelmanfinancial.com | |
Ngoc Le | System Engineer | ******4900 | n.......e@financialengines.com | |
Yu-han Lo | Senior Accountant | ******9309 | y.......o@gmail.com | |
Kristopher Nuttall | Director Of Financial Planning | ******2323 | k.......l@mutualfundstore.com | |
Rachel Vivian | Associate Director, Financial Planner | *******7386 | r.......0@yahoo.com | |
Andrew Makowski | Graphic Designer | ******8398 | j.......i@msmta.org | |
Anna Sargent | Planner Resources Analyst | ******0800 | a.......t@edelmanfinancial.com | |
Justin Mikhalevsky | Business Intelligence Analytics Program | ******6742 | j.......y@edelmanfinancial.com | |
Lori Smith | Senior Director, Sponsor And Provider Services | *******6008 | s.......a@gmail.com | |
Na Ge | Senior Business Analyst | ******9629 | n.......e@nextag.com | |
Jenny Tittle | Franklin High School | ******6742 | j.......e@edelman.co.uk | |
Corey Fast | Director, Financial Planning | *******1061 | c.......t@edelmanfinancial.com | |
David Ankrom | Vice President, Investor Services | ******2300 | d.......m@hotmail.com | |
Ed Moore | President | ******3961 | e.......e@edelmanfinancial.com | |
Noah French | Director, Financial Planning | ******1402 | n.......h@axialfg.com | |
Hilary Ferejohn | Principal User Experience Writer | *******1316 | h.......n@gmail.com | |
Seth Gusman | Director, Financial Planning | ******2000 | s.......n@comcast.net | |
Perry Mirocha | Client Service | ******9228 | p.......4@sbcglobal.net | |
Laurie Sheller | Client Services Manager | *******0993 | l.......r@yahoo.com | |
Sriram Nutakki | Software Engineer And Consultant | ******3040 | s.......i@yahoo.com | |
David Eelman | Accounting Corporate Controller | ******6095 | d.......n@edelmanfinancial.com | |
Adina Sutton | Administrative Project Coordinator | *******8673 | a.......2@gmail.com | |
Ann Crehan | Financial Planning | *******5399 | a.......n@gmail.com | |
Tammie Murphy | Client Services Administrative Assistant | *******2681 | t.......y@americanmomentumbank.com | |
Andrzej Mendela | Financial Planning | ******6419 | a.......a@edelmanfinancial.com | |
Cfpâ® Marilyn Zilka | Financial | ******0800 | c.......a@edelmanfinancial.com | |
Roger Stamper | Manager, Corporate Strategy And Operations | *******5538 | r.......r@gmail.com | |
Kim Montana | Senior Vice President - Client Operations | *******1101 | k.......a@financialengines.com | |
Jaime Manalo | System Administrator | ******6962 | j.......9@gmail.com | |
Don Meeker | Director, Financial Planning | ******2323 | d.......r@financialengines.com | |
Theresa Kozikowski | Chief Hr Officer | ******0057 | t.......i@edelmanfinancial.com | |
Erin Gates | Software Engineer | ******4700 | e.......n@stonegate.org | |
Oscar Hernandez | Live Events Financial Adviso | ******7526 | o.......z@financialengines.com | |
Debarshi Barat | Senior Product Manager, Planner Experience | ******9333 | d.......t@financialengines.com | |
Cima® Verne Marble | Institutional Programs | ******7119 | v.......e@gmail.com | |
Lindsey Littman | Marketing | ******0800 | l.......l@aboutsage.com | |
Jimmy Spencer | Email Marketing | ******2043 | j.......r@edelmanfinancial.com | |
Baljit Deot | Software Architect In Test | ******6011 | b.......t@yahoo.com | |
Novi Yusuf | Account Payable Specialist | ******9284 | t.......7@gmail.com | |
Dana Rice | Senior Accountant - Revenue Operations | ******8669 | d.......e@comscore.com | |
Josh Robbins | Director, Fp And A | ******5397 | j.......0@gmail.com | |
Spencer Crow | Director, Financial Planning | Certified Financial Plannerâ | Dave Ramsey Smartvestor Pro | ******3037 | c.......w@lycos.com | |
Jodi Picht | Director, Incident Management | *******3427 | j.......t@financialengines.com | |
Chad Dreyer | Senior Accountant | ******0823 | c.......r@yahoo.com | |
Claire Mork | Director, Financial Planning | ******6697 | c.......k@mutualfundstore.com | |
Brian Chong | System Administrator | ******3961 | b.......g@ricedelman.com | |
Martha Gebrehewot | Accountant | *******8939 | m.......t@hotmail.com | |
Shateela Winters | Financial Educator | ******6835 | s.......a@gmail.com | |
Joseph Mccarthy | Client Service Associate | *******1716 | a.......c@juno.com | |
Elise Lapham | Vice President Corporate Communications | ******8923 | e.......m@libertymutual.com | |
Clay Ernst | Director, Financial Planning | ******1499 | c.......t@yahoo.com | |
Nidhi Seth | Director | ******9080 | n.......2@gmail.com | |
Alaina Alexander | Contract Analyst | *******0256 | m.......a@hotmail.com | |
Liz Dougherty | Manager, Education And Communication | ******4437 | l.......y@gmail.com | |
Bill Hoffman | Associate Director, Financial Planning | ******9033 | b.......n@aol.com | |
Cindy Adams | Administrative Assistant | ******1224 | h.......4@yahoo.com | |
Brian Lund | Senior Manager Branded Content | *******9910 | d.......d@ameritech.net | |
Andrew Purviance | Senior Prospect Marketing Manager | ******6043 | a.......e@shscom.com | |
Jeff Gonzales | Client Services | ******5142 | j.......s@edelmanfinancial.com | |
Sue Cronin | Senior Director, Relationship Management | *******9923 | s.......n@financialengines.com | |
Jason Van De Loo | Evp, Head Of Retail And Marketing | ******2727 | j.......o@gmail.com | |
Greg Sherwell | Financial Planning Analyst | *******4200 | g.......l@edelmanfinancial.com | |
Jeffrey Minor | Director, Financial Planning | ******1054 | j.......r@financialengines.com | |
Nate Jencks | Controller | ******0185 | j.......s@msn.com | |
Judith Dornacher | Client Service Midwest Region | ******0110 | j.......1@wi.rr.com | |
Leo Misita | Regional Planning Director | ******8692 | l.......a@charter.net | |
Robyn Brand | Service Delivery Specialist | ******1316 | r.......d@gmail.com | |
Rob Lesher | Client Service Associate | *******4754 | r.......r@capitalone.com | |
Kristie Gheysens | Director, Financial Planning | ******1520 | k.......s@financialengines.com | |
Don Norris | Director Of Planning | ******2762 | d.......9@msn.com | |
Kelly Odonnell | Executive Vice President And Head Of Workplace | ******4900 | k.......l@financialengines.com | |
Jared Rubin | Associate Director, Financial Planning | ******3436 | j.......n@gmail.com | |
Shannon Bravenec | Senior Director, Talent Acquisition | ******6841 | s.......c@paypal.com | |
Gregory Moss | Financial Planning | ******4177 | g.......s@siena.edu | |
Carter Pennell | Client Services Associate | ******3959 | c.......n@gmail.com | |
Lesa Hoffman | Senior Director Client Service - Central Division | *******1932 | l.......n@financialengines.com | |
Jigi Dahagam | Director Of Employee Development | ******6742 | j.......m@ricedelman.com |
Email Formats
Discover the email patterns used at Edelman Financial Engines to connect with the right people.
| Email Format | Example | Percentage |
|---|---|---|
| firstname.lastname@company.com | john.doe@company.com | 45% |
| firstname@company.com | john@company.com | 30% |
| firstinitial.lastname@company.com | j.doe@company.com | 15% |
| firstname_lastname@company.com | john_doe@company.com | 10% |
View Email formats of the company.
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Frequently Asked Questions
What is the address of Edelman Financial Engines's headquarters?
Edelman Financial Engines is headquartered at 3945 Freedom Cir Ste 950, Santa Clara, California, 95054, United States.
How can I contact Edelman Financial Engines by phone?
You can reach Edelman Financial Engines by calling their customer support number at (408) 498-6000.
What is the official website for Edelman Financial Engines?
You can visit Edelman Financial Engines's official website at www.edelmanfinancialengines.com.
How much revenue does Edelman Financial Engines generate?
Edelman Financial Engines reports an annual revenue of approximately $786.2 Million.
What is the SIC code for Edelman Financial Engines?
The Standard Industrial Classification (SIC) code for Edelman Financial Engines is 62,621.
What is the NAICS code for Edelman Financial Engines?
Edelman Financial Engines falls under the NAICS code 52,523.
How many people work at Edelman Financial Engines?
Edelman Financial Engines has a workforce of about 1,372 employees.
Which industry is Edelman Financial Engines part of?
Edelman Financial Engines operates in the Venture Capital & Private Equity, Finance industry.
Which technologies are used by Edelman Financial Engines?
Edelman Financial Engines utilizes technologies like Facebook Web Custom Audiences, Facebook Pixel, DocuSign, Adobe Dynamic Media.
Who is the Chief Executive Officer (CEO) of Edelman Financial Engines?
The CEO of Edelman Financial Engines is .
How can I get in touch with Edelman Financial Engines?
To contact Edelman Financial Engines, call (408) 498-6000 or visit their website at www.edelmanfinancialengines.com
Is Edelman Financial Engines a publicly traded company?
No, Edelman Financial Engines is a private company.
How much total funding has Edelman Financial Engines secured so far?
To date, Edelman Financial Engines has raised - across 1 funding round(s).
Who are the main competitors of Edelman Financial Engines?
Key competitors of Edelman Financial Engines include Mercer Advisors, Wealth Enhancement Group, Rockefeller Capital Management, Creative Planning
Which companies has Edelman Financial Engines acquired?
Acquisitions by Edelman Financial Engines include PRW Wealth Management, New England Pension Plan Systems, Smart Investor, Herrmann & Cooke .
Who holds the CFO position at Edelman Financial Engines?
Doug Moore serves as the Chief Financial Officer (CFO) at Edelman Financial Engines.
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