Verified
Edelman Financial Engines
Venture Capital & Private Equity
Founded: 1986
Headquarters: 11100 NE 8th Street, Bellevue, WA 98004, USA
Overview
Location
California, United States
Headquarter
11100 NE 8th Street, Bellevue, WA 98004, USA
Contact Number
8888000505
No of Employees
1600
Industry
Venture Capital & Private Equity
Contact Email
support@financialEngines.com
Company Type
Private Company
Founded
1986
CEO
Larry Raffone
Codes
SIC Code 62,621 | NAICS Code 52,523
Annual Revenue
713 Million USD
Total Funding
-
Recent Funding Amount
-
No of Funding Rounds
1
Founders
Ric Edelman, Bo Lu
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 | d****e@edelmanfinancialengines.com | |
| Suzanne Staveren | Executive Vice President | s****n@edelmanfinancialengines.com | |
| Robert Abrams | Chief Financial Officer | r****s@edelmanfinancialengines.com | |
| Suzanne van Stavere | Executive Vice President | s****.@edelmanfinancialengines.com | |
| Tania Loffreda | Secure Infrastructure | t****a@edelmanfinancialengines.com | |
| Neil Gilfedder | Chief Investment Officer | n****r@edelmanfinancialengines.com | |
| Robert Blakley | Controller and CAO | r****y@edelmanfinancialengines.com | |
| Robert Abrams | Chief Financial Officer | r****s@edelmanfinancialengines.com | |
| Brian McNamara | Senior Vice President | b****a@edelmanfinancialengines.com | |
| Harry Berman | Senior VP | h****n@edelmanfinancialengines.com | |
| Paul Jordan | Vice President | p****n@edelmanfinancialengines.com | |
| Suzanne van Stavere | Executive Vice President | s****.@edelmanfinancialengines.com | |
| Tania Loffreda | Secure Infrastructure | t****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.
| Name | Position | Phone | Profile | |
|---|---|---|---|---|
Linda Rivera | Consumer Marketing Operations | *******3844 | l.......a@yahoo.com | |
Jaqueline Sutton | Learning Development | ******3809 | j.......n@financialengines.com | |
Brian Mcnamara | Counsel | ******3217 | b.......a@financialengines.com | |
Cmfc® Eric J. Wasson | Executive | ******7202 | e.......n@financialengines.com | |
Lori Haile | Senior Manager - Sales Strategy | ******6000 | l.......e@financialengines.com | |
Cimalie Zoy | Financial Planning | ******0200 | c.......y@palantirinvestments.com | |
Alexandre Mikhailov | Software Engineer | ******2625 | a.......v@financialengines.com | |
Claudia Trefz | Investments | *******4503 | a.......z@comcast.net | |
Gina Wichael | Accountant | *******2217 | g.......l@financialengines.com | |
Michael Winkler | Hris Operations | ******4862 | m.......1@yahoo.com | |
Nathan Fergusson | Retirement Plan | *******0087 | n.......n@comcast.net | |
Michael Campbell | Technology Executive | ******4900 | m.......l@financialengines.com | |
Larry Raffone | Ceo | ******6799 | l.......e@financialengines.com | |
Melinda Deutsch | Associate Researcher | ******0605 | m.......h@financialengines.com | |
Charlotte Babler | Client Services | ******9699 | c.......r@mutualfundstore.com | |
Dave Muzrall | Senior Manager, Consumer Marketing Operations | ******6020 | d.......l@financialengines.com | |
Ian Fisher | Senior Service Desk Technician | *******1976 | i.......r@financialengines.com | |
Dave Meinzenbach | Director Facilities | ******2323 | d.......h@financialengines.com | |
Aams® Spencer D. Crow | Financial Planning | ******9513 | s.......w@yahoo.com | |
Michael Mccullough | Information Security | ******6770 | m.......h@financialengines.com | |
Melissa Frontino | Communications Management | *******7598 | m.......o@financialengines.com | |
Shantosh Kumar | Senior Software Development Engineer Test | *******9942 | s.......r@financialengines.com | |
Laurian Scott | Receptionist | ******2909 | l.......t@financialengines.com | |
Nick Wyer | Financial Advisor | ******4447 | n.......r@gmail.com | |
Chris Puliafico | Business Development Advisor | *******0627 | c.......o@financialengines.com | |
Tyler Tessier | Product Marketing | ******7683 | t.......0@yahoo.com | |
Brian Jensen | Senior Vice President, Financial Planning | *******8100 | b.......n@mutualfundstore.com | |
Chfc® Andy Hedrick | Financial Planning | ******9584 | a.......k@mutualfundstore.com | |
David Merrill | Facilities Operations | ******9584 | d.......l@mutualfundstore.com | |
Keri Maijala | Content Strategist | ******7317 | k.......i@clamhead.com | |
Astrid Usong | Ux Design | ******4195 | a.......g@financialengines.com | |
Yutao Peng | Software Engineer | ******6638 | y.......g@financialengines.com | |
Heidi Fields | Board Director | ******8684 | h.......z@gmail.com | |
Joe Dinan | Portfolio | ******5526 | j.......n@gmail.com | |
Barb Lee | Chief Executive Officer Assistant | *******0444 | b.......e@financialengines.com | |
Sanjeev Dhiman | Senior Staff Engineer And Architect | ******6400 | s.......n@cadent.tv | |
Joanna Leroy | Marketing Content | *******6000 | j.......y@financialengines.com | |
Aaron Rich | Client Services Mangaer | ******1698 | i.......1@gmail.com | |
John Carty | Registered Investment Adviser Representative | ******0992 | c.......h@gmail.com | |
Curtis Hagner | Investment Advisor | *******3008 | c.......r@gmail.com | |
John Carey | Senior Vice President | ******7521 | j.......n@financialengines.com | |
Bhavin Patel | Senior Software Engineer | ******9616 | p.......7@gmail.com | |
Brian Swiss | Systems Engineer | ******2377 | b.......s@gmail.com | |
Lauren Godfrey | Investment Advisor | ******8079 | l.......y@gmail.com | |
Brian Westerhoff | Financial Advisor | ******0076 | b.......f@scottrade.com | |
Rich Behrman | Director- Relationship Management | ******7866 | r.......n@financialengines.com | |
Brad Maurer | Senior Vice President | ******9936 | b.......r@financialengines.com | |
Ron Brett | Information Security | ******6000 | r.......t@financialengines.com | |
Stacie Davis | Client Service | *******7511 | s.......s@mutualfundstore.com | |
Jasmine Castagna | Executive Assistant | ******0372 | j.......a@gmail.com | |
Carol Fedor | Client Services Manager | *******4045 | c.......2@yahoo.com | |
Rob Clark | Investments | ******9772 | r.......k@raymondjames.com | |
Aravindan Narayanamoorthy | Software Development Manager | ******4320 | a.......y@financialengines.com | |
Ramadasu Modepalli | Staff Data Engineer | ******5012 | r.......i@accenture.com | |
Michelle Keith | Client Services Manager | ******4962 | m.......h@gucu.org | |
Justin Walter | Strategy And Analytics | ******1096 | j.......r@americancentury.com | |
Ross Stewart | Senior Print Communications Engineer Hp Exstream Dialogue Developer | ******9148 | r.......t@gmail.com | |
Bryce Olsen | Project | *******0440 | b.......n@phoenix.edu | |
Jill Shepherd | Principal, Institutional Marketing | ******9309 | j.......d@voya.com | |
Luke Shi | Technical Lead | *******9268 | l.......e@2redbeans.com | |
Paulina Sarao | Communications | *******5834 | p.......o@financialengines.com | |
Jennifer Zuverink | Marketing | ******4100 | j.......1@msn.com | |
Lisa Kavanaugh | Plan Sponsor Provider Marketing | ******4900 | l.......h@hotmail.com | |
Jia-lin Fu | Director Of Product Management | ******5734 | f.......u@yahoo.com | |
Brooke Mcdowell | Communications Strategist | *******7072 | b.......l@financialengines.com | |
Dale Kelly | Financial Planning | ******9000 | d.......y@tiaa-cref.org | |
Ismail Ceylan | Senior Researcher, Financial Research | ******4368 | i.......n@financialengines.com | |
David Yoffie | Director | *******8667 | d.......e@financialengines.com | |
Teresa Pedraza | Executive Assistant Ceap | ******9016 | t.......a@cisco.com | |
Michele Maki | Senior Client Services Manager | ******2223 | m.......i@mutualfundstore.com | |
Sowmya Sunku | Staff Software Engineer | ******3747 | m.......a@gmail.com | |
Zach Fletcher | Financial Planning | ******6811 | z.......r@financialengines.com | |
Shivanee Patel | Product | ******9336 | s.......l@gmail.com | |
Will Haskell | Iar | *******8949 | w.......l@coloniallife.com | |
Harry Berman | Senior Vice President | ******7992 | h.......n@mutualfundstore.com | |
Debra Babbitt | Chief Compliance Officer | ******4141 | d.......t@financialengines.com | |
Raymond Sims | Cfo | ******6811 | r.......s@financialengines.com | |
Andy Smith | Financial Planning | ******0700 | a.......y@financialengines.com | |
David Pfister | Cloud Architect | *******0451 | d.......r@netscape.net | |
Keith Lennon | Relationship Executive | *******7877 | k.......n@financialengines.com | |
Charles Rapp | Senior Vice President Financial Planning | ******7253 | c.......p@morganstanley.com | |
Michael Hamilton | Live Events | ******4900 | m.......n@financialengines.com | |
Andrea Dunlap | Sales And Client Services Associate | ******3896 | a.......p@financialengines.com | |
Ben Weiss | Group Product Wellness | *******4735 | b.......s@getmoneyworks.com | |
Snehal Navalakha | Salesforce | ******6000 | s.......a@gmail.com | |
Cynthia Ray | Client Operations Transactions Data | ******8611 | c.......y@financialengines.com | |
Jackie Hipps | Executive Service Delivery | ******6020 | j.......s@financialengines.com | |
Joseph Eck | National Sales Manager | ******0493 | j.......k@hartfordlife.com | |
Phil Reiff | Director Relationship Management | ******3230 | p.......f@yahoo.com | |
Ryan Bredeson | Data Informatics Analyst | *******3793 | r.......n@fossilgroup.com | |
Kerry Lifton | Senior Account Manager And Team Lead, Direct Sponsors | ******5525 | k.......n@financialengines.com | |
Betreda Gaines | Director, Human Resources | *******2383 | b.......s@financialengines.com | |
Jim Trezona | Investment Advisor Representative Crpc® | *******0098 | j.......a@netscape.net | |
Joelle Morris | Senior Investment Advisor | ******9491 | j.......s@financialengines.com | |
Chelsea Tryggestad | Client Services Manager | ******1951 | c.......d@bmo.com | |
Laurie Pounds | Relationship Management Executive | ******1123 | l.......s@financialengines.com | |
Madison Norris | Client Services Manager | ******7166 | m.......s@g.cofc.edu | |
Fabian Mcbee | Manager Of Financial Operation And Decision Support | ******9729 | p.......e@juno.com | |
Sunil Dalal | Staff Software Engineer | ******1213 | s.......l@financialengines.com | |
Sang Yang | Fiduciary Quality Assurance Engineer | ******1655 | s.......2@gmail.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 11100 NE 8th Street, Bellevue, WA 98004, USA.
How can I contact Edelman Financial Engines by phone?
You can reach Edelman Financial Engines by calling their customer support number at 8888000505.
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 713 Million USD.
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 1600 employees.
Which technologies are used by Edelman Financial Engines?
Edelman Financial Engines utilizes technologies like Open Graph, Linkedin Insight Tag, Hotjar.
Who is the Chief Executive Officer (CEO) of Edelman Financial Engines?
The CEO of Edelman Financial Engines is Larry Raffone.
How can I get in touch with Edelman Financial Engines?
To contact Edelman Financial Engines, call 8888000505 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).
Which industry is Edelman Financial Engines part of?
Edelman Financial Engines operates in the Venture Capital & Private Equity, Finance industry.
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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