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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
support@financialEngines.com
Company Type
Private Company
Website
www.edelmanfinancialengines.com
Founded
Not Available
CEO
Craig W Johnson, Joseph Grundfest, William Sharpe
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****e@edelmanfinancialengines.com
Suzanne StaverenExecutive Vice President & Chief Financial Ofs****n@edelmanfinancialengines.com
Robert AbramsChief Financial Officerr****s@edelmanfinancialengines.com
Suzanne van StavereExecutive Vice President & Chief Financial Ofs****.@edelmanfinancialengines.com
Tania LoffredaSecure Infrastructure & IT Chief of Stafft****a@edelmanfinancialengines.com
Neil GilfedderChief Investment Officern****r@edelmanfinancialengines.com
Robert BlakleyController and CAOr****y@edelmanfinancialengines.com
Robert AbramsChief Financial Officerr****s@edelmanfinancialengines.com
Brian McNamaraSenior Vice President - Deputy General Counseb****a@edelmanfinancialengines.com
Harry BermanSenior VP, Financial Planningh****n@edelmanfinancialengines.com
Paul JordanVice President, Financial Planningp****n@edelmanfinancialengines.com
Suzanne van StavereExecutive Vice President & Chief Financial Ofs****.@edelmanfinancialengines.com
Tania LoffredaSecure Infrastructure & IT Chief of Stafft****a@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.

NamePositionPhoneEmailProfile
Linda Rivera
Consumer Marketing Operations
*******3844l.......a@yahoo.com
Jaqueline Sutton
Learning Development
******3809j.......n@financialengines.com
Brian Mcnamara
Counsel
******3217b.......a@financialengines.com
Cmfc® Eric J. Wasson
Executive
******7202e.......n@financialengines.com
Lori Haile
Senior Manager - Sales Strategy
******6000l.......e@financialengines.com
Cimalie Zoy
Financial Planning
******0200c.......y@palantirinvestments.com
Alexandre Mikhailov
Software Engineer
******2625a.......v@financialengines.com
Claudia Trefz
Investments
*******4503a.......z@comcast.net
Gina Wichael
Accountant
*******2217g.......l@financialengines.com
Michael Winkler
Hris Operations
******4862m.......1@yahoo.com
Nathan Fergusson
Retirement Plan
*******0087n.......n@comcast.net
Michael Campbell
Technology Executive
******4900m.......l@financialengines.com
Larry Raffone
Ceo
******6799l.......e@financialengines.com
Melinda Deutsch
Associate Researcher
******0605m.......h@financialengines.com
Charlotte Babler
Client Services
******9699c.......r@mutualfundstore.com
Dave Muzrall
Senior Manager, Consumer Marketing Operations
******6020d.......l@financialengines.com
Ian Fisher
Senior Service Desk Technician
*******1976i.......r@financialengines.com
Dave Meinzenbach
Director Facilities
******2323d.......h@financialengines.com
Aams® Spencer D. Crow
Financial Planning
******9513s.......w@yahoo.com
Michael Mccullough
Information Security
******6770m.......h@financialengines.com
Melissa Frontino
Communications Management
*******7598m.......o@financialengines.com
Shantosh Kumar
Senior Software Development Engineer Test
*******9942s.......r@financialengines.com
Laurian Scott
Receptionist
******2909l.......t@financialengines.com
Nick Wyer
Financial Advisor
******4447n.......r@gmail.com
Chris Puliafico
Business Development Advisor
*******0627c.......o@financialengines.com
Tyler Tessier
Product Marketing
******7683t.......0@yahoo.com
Brian Jensen
Senior Vice President, Financial Planning
*******8100b.......n@mutualfundstore.com
Chfc® Andy Hedrick
Financial Planning
******9584a.......k@mutualfundstore.com
David Merrill
Facilities Operations
******9584d.......l@mutualfundstore.com
Keri Maijala
Content Strategist
******7317k.......i@clamhead.com
Astrid Usong
Ux Design
******4195a.......g@financialengines.com
Yutao Peng
Software Engineer
******6638y.......g@financialengines.com
Heidi Fields
Board Director
******8684h.......z@gmail.com
Joe Dinan
Portfolio
******5526j.......n@gmail.com
Barb Lee
Chief Executive Officer Assistant
*******0444b.......e@financialengines.com
Sanjeev Dhiman
Senior Staff Engineer And Architect
******6400s.......n@cadent.tv
Joanna Leroy
Marketing Content
*******6000j.......y@financialengines.com
Aaron Rich
Client Services Mangaer
******1698i.......1@gmail.com
John Carty
Registered Investment Adviser Representative
******0992c.......h@gmail.com
Curtis Hagner
Investment Advisor
*******3008c.......r@gmail.com
John Carey
Senior Vice President
******7521j.......n@financialengines.com
Bhavin Patel
Senior Software Engineer
******9616p.......7@gmail.com
Brian Swiss
Systems Engineer
******2377b.......s@gmail.com
Lauren Godfrey
Investment Advisor
******8079l.......y@gmail.com
Brian Westerhoff
Financial Advisor
******0076b.......f@scottrade.com
Rich Behrman
Director- Relationship Management
******7866r.......n@financialengines.com
Brad Maurer
Senior Vice President
******9936b.......r@financialengines.com
Ron Brett
Information Security
******6000r.......t@financialengines.com
Stacie Davis
Client Service
*******7511s.......s@mutualfundstore.com
Jasmine Castagna
Executive Assistant
******0372j.......a@gmail.com
Carol Fedor
Client Services Manager
*******4045c.......2@yahoo.com
Rob Clark
Investments
******9772r.......k@raymondjames.com
Aravindan Narayanamoorthy
Software Development Manager
******4320a.......y@financialengines.com
Ramadasu Modepalli
Staff Data Engineer
******5012r.......i@accenture.com
Michelle Keith
Client Services Manager
******4962m.......h@gucu.org
Justin Walter
Strategy And Analytics
******1096j.......r@americancentury.com
Ross Stewart
Senior Print Communications Engineer Hp Exstream Dialogue Developer
******9148r.......t@gmail.com
Bryce Olsen
Project
*******0440b.......n@phoenix.edu
Jill Shepherd
Principal, Institutional Marketing
******9309j.......d@voya.com
Luke Shi
Technical Lead
*******9268l.......e@2redbeans.com
Paulina Sarao
Communications
*******5834p.......o@financialengines.com
Jennifer Zuverink
Marketing
******4100j.......1@msn.com
Lisa Kavanaugh
Plan Sponsor Provider Marketing
******4900l.......h@hotmail.com
Jia-lin Fu
Director Of Product Management
******5734f.......u@yahoo.com
Brooke Mcdowell
Communications Strategist
*******7072b.......l@financialengines.com
Dale Kelly
Financial Planning
******9000d.......y@tiaa-cref.org
Ismail Ceylan
Senior Researcher, Financial Research
******4368i.......n@financialengines.com
David Yoffie
Director
*******8667d.......e@financialengines.com
Teresa Pedraza
Executive Assistant Ceap
******9016t.......a@cisco.com
Michele Maki
Senior Client Services Manager
******2223m.......i@mutualfundstore.com
Sowmya Sunku
Staff Software Engineer
******3747m.......a@gmail.com
Zach Fletcher
Financial Planning
******6811z.......r@financialengines.com
Shivanee Patel
Product
******9336s.......l@gmail.com
Will Haskell
Iar
*******8949w.......l@coloniallife.com
Harry Berman
Senior Vice President
******7992h.......n@mutualfundstore.com
Debra Babbitt
Chief Compliance Officer
******4141d.......t@financialengines.com
Raymond Sims
Cfo
******6811r.......s@financialengines.com
Andy Smith
Financial Planning
******0700a.......y@financialengines.com
David Pfister
Cloud Architect
*******0451d.......r@netscape.net
Keith Lennon
Relationship Executive
*******7877k.......n@financialengines.com
Charles Rapp
Senior Vice President Financial Planning
******7253c.......p@morganstanley.com
Michael Hamilton
Live Events
******4900m.......n@financialengines.com
Andrea Dunlap
Sales And Client Services Associate
******3896a.......p@financialengines.com
Ben Weiss
Group Product Wellness
*******4735b.......s@getmoneyworks.com
Snehal Navalakha
Salesforce
******6000s.......a@gmail.com
Cynthia Ray
Client Operations Transactions Data
******8611c.......y@financialengines.com
Jackie Hipps
Executive Service Delivery
******6020j.......s@financialengines.com
Joseph Eck
National Sales Manager
******0493j.......k@hartfordlife.com
Phil Reiff
Director Relationship Management
******3230p.......f@yahoo.com
Ryan Bredeson
Data Informatics Analyst
*******3793r.......n@fossilgroup.com
Kerry Lifton
Senior Account Manager And Team Lead, Direct Sponsors
******5525k.......n@financialengines.com
Betreda Gaines
Director, Human Resources
*******2383b.......s@financialengines.com
Jim Trezona
Investment Advisor Representative Crpc®
*******0098j.......a@netscape.net
Joelle Morris
Senior Investment Advisor
******9491j.......s@financialengines.com
Chelsea Tryggestad
Client Services Manager
******1951c.......d@bmo.com
Laurie Pounds
Relationship Management Executive
******1123l.......s@financialengines.com
Madison Norris
Client Services Manager
******7166m.......s@g.cofc.edu
Fabian Mcbee
Manager Of Financial Operation And Decision Support
******9729p.......e@juno.com
Sunil Dalal
Staff Software Engineer
******1213s.......l@financialengines.com
Sang Yang
Fiduciary Quality Assurance Engineer
******1655s.......2@gmail.com

Email Formats

Discover the email patterns used at Edelman Financial Engines to connect with the right people.

Email FormatExamplePercentage
firstname.lastname@company.comjohn.doe@company.com45%
firstname@company.comjohn@company.com30%
firstinitial.lastname@company.comj.doe@company.com15%
firstname_lastname@company.comjohn_doe@company.com10%

View Email formats of the company.

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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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