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