Edelman Financial Services

  • Financial Services
  • Boston MA
  • 1,328 employees
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Company Overview

Headquarters
28 State Street 21st Floor, Boston MA
Website
edelmanfinancialengines.com
Email
mr****@edelmanfinancialengines.com
Phone
(408) 498-6000
Employees
1,328
Industry
Financial Services
NAICS Code
NAICS Code 52 Companies
NAICS Code 5239 Companies
NAICS Code 52393 Companies
NAICS Code 523 Companies
SIC Code
SIC Code 6211 Companies
SIC Code 621 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$786B

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Who is Edelman Financial Services

Edelman Financial Engines is a leading independent wealth planning and workplace investment advisory firm based in Boston, Massachusetts. With over 1,183 employees, the company has established itself as a prominent force in the financial services industry, reporting annual revenue exceeding $1 billion. Edelman Financial Engines provides comprehensive financial planning and wealth management services to individuals and families. They offer personalized advice, investment strategies, and tools to help clients achieve their financial goals. The firm also delivers Employer Services, partnering with major employers across the United States to provide financial solutions and support to their employees throughout their careers. The company distinguishes itself through a unique blend of technology and personalized human interaction. Their sophisticated investment modeling tools, initially designed for institutional investors, are now accessible to individual clients. Edelman Financial Engines emphasizes a client-centric approach, believing in transparency and acting in the best interests of each client. Individuals seeking financial guidance can connect with Edelman Financial Engines through their website at edelmanfinancialengines.com.

Company Leadership

Kelly Odonnell

President, Employer Solutions

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Sandy Hogan

Executive Assistant to President and CEO

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Jason Dixon

Sr. Vice President Financial Planning

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Neil Gilfedder

Executive Vice President of Investment Management Chief Investment Officer

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Jay Shah

Chief Executive Officer

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Edelman Financial Services Industry Tags

Investment Management
401k Rollovers
Retirement Planning
IRAs
Financial Planning
B2C
Financial Services
Financial Advisory Services
Investment Banking Asset Management
Finance
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Edelman Financial Services Tech Stack

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FAQ

What is the location of Edelman Financial Services's headquarters?
The headquarters of Edelman Financial Services are situated at 28 State Street 21st Floor, Boston MA
What is Edelman Financial Services's phone number?
Edelman Financial Services's contact number is (408) 498-6000.
What is Edelman Financial Services's official website?
The official website of Edelman Financial Services can be found at edelmanfinancialengines.com.
What is Edelman Financial Services's current revenue?
As of May 2024, Edelman Financial Services's annual revenue reached $786B.
How many employees does Edelman Financial Services currently have?
Edelman Financial Services employs approximately 1,328+ people as of May 2024
Which industries is Edelman Financial Services primarily operating in?
Edelman Financial Services operates in the following industries: Credit, Finance
Who is the President, Employer Solutions of Edelman Financial Services?
Edelman Financial Services's President, Employer Solutions is Kelly Odonnell
What are Edelman Financial Services's industry tags?
Edelman Financial Services's industry tags include: Investment Management, 401k Rollovers, Retirement Planning

Employee Directory

Key Employees

Jay Shah

Chief Executive Officer

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Alex Measures

Principal Product Manager

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Josh Schriver

Senior Desktop Technician

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Bradley Hopkins

Account Manager

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Natalia Balashevich

Principal Fiduciary QA Architect

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Aaron Britt

Senior Director - Infrastructure Services

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Keith Kotfica

SVP - Head of Employee Planning

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Kenneth Grossenbacher

Director, Fiduciary Quality Assurance

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Doreen Li

Sr. Communications Specialist

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Brendan McGowan

Field Communications Consultant (Contract)

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