Edelman Financial Engines Overview
- Service
-
Financing Advisory
- Year Founded
-
1987
- Serviced Companies
-
34
- Serviced Deals
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37
- Serviced Investors
-
4
Edelman Financial Engines General Information
Description
Founded in 1987, Edelman Financial Services was a Financing advisory firm headquartered in Santa Clara, California. The firm provided services in the areas of financial planning, investment management, retirement planning, tax planning, and estate planning.
Contact Information
Website
www.edelmanfinancialengines.comYear Founded
Corporate Office
- 28 State Street
- 21st Floor
- Boston, MA 02109
- United States
Edelman Financial Engines Services to Companies
Service on a Deal (37)
Edelman Financial Engines has provided services on 37 deals. It last acted as a underwriter to The Joint on a made for . The deal was made in 2014.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| The Joint | Underwriter | Nov 2014 | ||
| Apicore US | Jul 2014 | |||
| Main Street Capital | Underwriter | Jun 2012 | ||
| Amplify Energy (Acquired 2019) | Underwriter | Dec 2011 | ||
| Targa Resources Partners | Underwriter | Oct 2007 | ||
| SemGroup | Advisor: General | Jul 2007 | ||
| Barmensen Labs | Advisor: General | Aug 2006 | ||
| Home Solutions Of America | Advisor: General | Dec 2005 | ||
| Plains All American Pipeline | Underwriter | Oct 2005 | ||
| Natural Resource Partners | Underwriter | Aug 2005 |
Edelman Financial Engines Services to Investors
Service on a Deal — Buy Side (3)
Edelman Financial Engines has provided buy side services on 3 deals. It last acted as a general advisor to The Peoples Community Bank on a . The deal was made in 2014.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| The Peoples Community Bank | Advisor: General | Dec 2014 | ||
| Knight Dragon | Advisor: General | Nov 2013 | ||
| ION Geophysical | Advisor: General | Jun 2004 |
Edelman Financial Engines Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Edelman Financial Engines Subsidiaries (6)
| Company Name | Industry | Location | Founded |
|---|---|---|---|
| Viridian Advisors | Wealth Management Firm | Bothell, WA | 2014 |
| Signet Healthcare Partners | Growth/Expansion | New York, NY | |
| Global Financial Services (Brokerage) | Brokerage | Houston, TX | |
| The Rikoon Group | Asset Management | Santa Fe, NM | |
| New England Pension Plan Systems | Asset Management | Providence, RI |
Edelman Financial Engines FAQs
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When was Edelman Financial Engines founded?
Edelman Financial Engines was founded in 1987.
-
Where is Edelman Financial Engines headquartered?
Edelman Financial Engines is headquartered in Boston, MA.
-
What service provider type is Edelman Financial Engines?
Edelman Financial Engines's service provider type is Financing Advisory.
-
What companies has Edelman Financial Engines invested in or acquired?
Edelman Financial Engines has invested in or acquired companies like Soundmark Wealth Management, New England Pension Plan Systems, and PRW Wealth Management.
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What are Edelman Financial Engines subsidiaries?
Viridian Advisors, Signet Healthcare Partners, and Global Financial Services (Brokerage) are subsidiaries of Edelman Financial Engines.
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