Edelman Financial Engines Overview

  • Service
  • Financing Advisory

  • Year Founded
  • 1986

Year Founded

  • Employees
  • 1,345


  • Serviced Companies
  • 34

  • Serviced Deals
  • 37

  • Serviced Investors
  • 4

Edelman Financial Engines General Information


Established in 1987, Edelman Financial Services provides wealth management services primarily to individuals, corporations and financial institutions in North America. The firm's mass affluent segment provides investment advisory, wealth and investment management and financial planning services to an individual client. EFS also provides financial planning and asset management services to small or mid-size organizations and 401(k) benefit plan consulting services for employers.

Contact Information

Formerly Known As
Edelman Financial Group, Edelman Financial Services
Year Founded
Service Provider Type
Financing Advisory
Primary Office
  • 28 State Street
  • 21st Floor
  • Boston, MA 02109
  • United States
+1 (800) 000-0000

Edelman Financial Engines Services to Companies

Service on a Deal (37)

Company Name Service Provided Deal Date Deal Type Deal Amount
The Joint Underwriter Nov 2014 00000 0000000
Apicore US Jul 2014 00000 0000000
Main Street Capital BDC Underwriter Jun 2012 00000 0000000
Amplify Energy (Acquired 2019) Underwriter Dec 2011 00000 0000000
Targa Resources Partners Underwriter Oct 2007 00000 0000000
SemGroup Advisor: General Jul 2007 00000 0000000
Barmensen Labs Advisor: General Aug 2006 00000 0000000
Home Solutions Of America Advisor: General Dec 2005 00000 0000000
Plains All American Pipeline Underwriter Oct 2005 00000 0000000
Natural Resource Partners Underwriter Aug 2005 00000 0000000
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Edelman Financial Engines Services to Investors

Service on a Deal — Buy Side (3)

Investor Name Service Provided Deal Date Deal Type Deal Amount
The Peoples Community Bank Advisor: General Dec 2014 00000 0000000
Knight Dragon Advisor: General Nov 2013 00000 0000000
ION Geophysical Advisor: General Jun 2004 00000 0000000
To view Edelman Financial Engines’s complete services on a deal — buy side history, request access »

Edelman Financial Engines Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Edelman Financial Engines Team (150)

Name Title Deals Office Contact
Lawrence Raffone President, Chief Executive Officer and Board Member 0 Sunnyvale, CA
Suzanne Van Staveren Chief Financial Officer, Executive Vice President and Chief Operating Officer 0 Sunnyvale, CA
Joseph Nedder Executive Vice President, Chief Human Resources Officer & Chief Operations Officer Sunnyvale, CA
Robert Blakley Chief Accounting Officer and Controller Sunnyvale, CA
Jonathan Robbins Chief Compliance Officer & Vice President Sunnyvale, CA
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Edelman Financial Engines Board Members (5)

Name Representing Role Since
Jay Shah Edelman Financial Engines Board Member 000 0000
Michael Martin JD Warburg Pincus Board Member 000 0000
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Edelman Financial Engines Subsidiaries (5)

Company Name Industry Location Founded
Viridian Advisors Wealth Management Firm Bothell, WA 2014
Signet Healthcare Partners Growth/Expansion New York, NY 0000
SMH Capital Advisors Hedge Fund Fort Worth, TX 0000
Global Financial Services (Brokerage) Brokerage Houston, TX 0000
Charlotte Capital (Acquired) Asset Management Charlotte, NC
To view Edelman Financial Engines’s complete subsidiaries history, request access »