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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
Website
www.edelmanfinancialengines.com
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
Social Handles

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.

NameTitleContact
Doug MooreChief Financial Officer, Client Teamd****[email protected]
Suzanne StaverenExecutive Vice President & Chief Financial Ofs****[email protected]
Robert AbramsChief Financial Officerr****[email protected]
Suzanne van StavereExecutive Vice President & Chief Financial Ofs****[email protected]
Tania LoffredaSecure Infrastructure & IT Chief of Stafft****[email protected]
Neil GilfedderChief Investment Officern****[email protected]
Robert BlakleyController and CAOr****[email protected]
Neil GilfedderChief Investment Officern****[email protected]
Patricia WangVice Presidentp****[email protected]
Chris AtheySenior VP, Financial Planningc****[email protected]
Doug MooreChief Financial Officer, Client Teamd****[email protected]
Tania LoffredaSecure Infrastructure & IT Chief of Stafft****[email protected]
Lianne KenealyVice President, Relationship Managementl****[email protected]

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.

NamePositionPhoneEmailProfile
Adam Karron
Asscociate Director, Financial Planning
*******7202[email protected]
Christine Cataldo
Chief Operations Officer
******6742[email protected]
Chuan He
Architect
*******3965[email protected]
Matthew Preddy
Financial Planning
*******8287[email protected]
Vladimir Babiuc
Director, Financial And Strategic Planning
******0150[email protected]
Bruce Alden
Director - Financial Planning
******6467[email protected]
Anne Curley
Executive Assistant To General Counsel
******0773[email protected]
Alexander Yavorskiy
Vice President Of Engineering, Retail Experience
*******6215[email protected]
Christine Youngberg
Executive Assistant At Edelman
********2000[email protected]
Alex Shurin
Financial Planning
******0800[email protected]
Lauren Shaffrey
Accounts Payable Specialist
******9782[email protected]
Matt Loeffler
Director, Financial Planning
******4629[email protected]
Angelo Viducic
Talent Acquisition Partner
******5922[email protected]
David Coulter
Software Engineer
******0557[email protected]
Ronda Woodbury
Client Service Associate
******8562[email protected]
Matthew Ulrick
Regional Director
*******1397[email protected]
Austin Konecke
Director
******7681[email protected]
James Selu
Associate Director, Financial Planning
******5774[email protected]
Scott Morrello
Director, Financial Planning
******0081[email protected]
John Cobb
Bahã A De San Francisco Y Alrededores, Estados
*******9648[email protected]
Michael Krowe
Financial Services
******5682[email protected]
Gwen Moore
Vice President Human Resources
******1685[email protected]
Anderson Wozny
Executive Director
******0800[email protected]
Scott Morrello
Financial Planning
******0081[email protected]
Ngoc Le
System Engineer
******4900[email protected]
Yu-han Lo
Senior Accountant
******9309[email protected]
Kristopher Nuttall
Director Of Financial Planning
******2323[email protected]
Rachel Vivian
Associate Director, Financial Planner
*******7386[email protected]
Andrew Makowski
Graphic Designer
******8398[email protected]
Anna Sargent
Planner Resources Analyst
******0800[email protected]
Justin Mikhalevsky
Business Intelligence Analytics Program
******6742[email protected]
Lori Smith
Senior Director, Sponsor And Provider Services
*******6008[email protected]
Na Ge
Senior Business Analyst
******9629[email protected]
Jenny Tittle
Franklin High School
******6742[email protected]
Corey Fast
Director, Financial Planning
*******1061[email protected]
David Ankrom
Vice President, Investor Services
******2300[email protected]
Ed Moore
President
******3961[email protected]
Noah French
Director, Financial Planning
******1402[email protected]
Hilary Ferejohn
Principal User Experience Writer
*******1316[email protected]
Seth Gusman
Director, Financial Planning
******2000[email protected]
Perry Mirocha
Client Service
******9228[email protected]
Laurie Sheller
Client Services Manager
*******0993[email protected]
Sriram Nutakki
Software Engineer And Consultant
******3040[email protected]
David Eelman
Accounting Corporate Controller
******6095[email protected]
Adina Sutton
Administrative Project Coordinator
*******8673[email protected]
Ann Crehan
Financial Planning
*******5399[email protected]
Tammie Murphy
Client Services Administrative Assistant
*******2681[email protected]
Andrzej Mendela
Financial Planning
******6419[email protected]
Cfpâ® Marilyn Zilka
Financial
******0800[email protected]
Roger Stamper
Manager, Corporate Strategy And Operations
*******5538[email protected]
Kim Montana
Senior Vice President - Client Operations
*******1101[email protected]
Jaime Manalo
System Administrator
******6962[email protected]
Don Meeker
Director, Financial Planning
******2323[email protected]
Theresa Kozikowski
Chief Hr Officer
******0057[email protected]
Erin Gates
Software Engineer
******4700[email protected]
Oscar Hernandez
Live Events Financial Adviso
******7526[email protected]
Debarshi Barat
Senior Product Manager, Planner Experience
******9333[email protected]
Cima® Verne Marble
Institutional Programs
******7119[email protected]
Lindsey Littman
Marketing
******0800[email protected]
Jimmy Spencer
Email Marketing
******2043[email protected]
Baljit Deot
Software Architect In Test
******6011[email protected]
Novi Yusuf
Account Payable Specialist
******9284[email protected]
Dana Rice
Senior Accountant - Revenue Operations
******8669[email protected]
Josh Robbins
Director, Fp And A
******5397[email protected]
Spencer Crow
Director, Financial Planning | Certified Financial Plannerâ | Dave Ramsey Smartvestor Pro
******3037[email protected]
Jodi Picht
Director, Incident Management
*******3427[email protected]
Chad Dreyer
Senior Accountant
******0823[email protected]
Claire Mork
Director, Financial Planning
******6697[email protected]
Brian Chong
System Administrator
******3961[email protected]
Martha Gebrehewot
Accountant
*******8939[email protected]
Shateela Winters
Financial Educator
******6835[email protected]
Joseph Mccarthy
Client Service Associate
*******1716[email protected]
Elise Lapham
Vice President Corporate Communications
******8923[email protected]
Clay Ernst
Director, Financial Planning
******1499[email protected]
Nidhi Seth
Director
******9080[email protected]
Alaina Alexander
Contract Analyst
*******0256[email protected]
Liz Dougherty
Manager, Education And Communication
******4437[email protected]
Bill Hoffman
Associate Director, Financial Planning
******9033[email protected]
Cindy Adams
Administrative Assistant
******1224[email protected]
Brian Lund
Senior Manager Branded Content
*******9910[email protected]
Andrew Purviance
Senior Prospect Marketing Manager
******6043[email protected]
Jeff Gonzales
Client Services
******5142[email protected]
Sue Cronin
Senior Director, Relationship Management
*******9923[email protected]
Jason Van De Loo
Evp, Head Of Retail And Marketing
******2727[email protected]
Greg Sherwell
Financial Planning Analyst
*******4200[email protected]
Jeffrey Minor
Director, Financial Planning
******1054[email protected]
Nate Jencks
Controller
******0185[email protected]
Judith Dornacher
Client Service Midwest Region
******0110[email protected]
Leo Misita
Regional Planning Director
******8692[email protected]
Robyn Brand
Service Delivery Specialist
******1316[email protected]
Rob Lesher
Client Service Associate
*******4754[email protected]
Kristie Gheysens
Director, Financial Planning
******1520[email protected]
Don Norris
Director Of Planning
******2762[email protected]
Kelly Odonnell
Executive Vice President And Head Of Workplace
******4900[email protected]
Jared Rubin
Associate Director, Financial Planning
******3436[email protected]
Shannon Bravenec
Senior Director, Talent Acquisition
******6841[email protected]
Gregory Moss
Financial Planning
******4177[email protected]
Carter Pennell
Client Services Associate
******3959[email protected]
Lesa Hoffman
Senior Director Client Service - Central Division
*******1932[email protected]
Jigi Dahagam
Director Of Employee Development
******6742[email protected]

Email Formats

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Technology Stack

Technology

Facebook Web Custom Audiences
Facebook Web Custom Audiences

Facebook Web Custom Audiences technology used by Edelman Financial Engines

Facebook Pixel
Facebook Pixel

Facebook Pixel technology used by Edelman Financial Engines

DocuSign
DocuSign

DocuSign technology used by Edelman Financial Engines

Adobe Dynamic Media
Adobe Dynamic Media

Adobe Dynamic Media technology used by Edelman Financial Engines

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.

Where can I find Edelman Financial Engines on social media?

You can follow Edelman Financial Engines on Linkedin, Twitter, Facebook to stay updated with their latest news and services.

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