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Edelman Financial Services
ClosedOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring). Houston, Texas, United States Founded 1986 501-1000 employees For Profit
One of the largest independent financial planning firms in the nation
Edelman Financial Services was acquired by Hellman & Friedman in 2015.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
0
Investments
3
1 exits
Monthly Visits
Available in Pro Contacts
789
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active products
- 29
- IT spend
- $49.75M
Investor Activity
- Investments
- 3
- Lead investments
- 2
- Portfolio orgs
- 3
- Exits
- 1
- Exits via IPO
- 1
Company Info
- Founded
- 1986
- Employees
- 501-1000
- Operating status
- Closed
- Company type
- For Profit
- Org types
- company, investor
- News articles
- 19
- HQ
- Houston, Texas, United States
- Region
- Greater Houston Area, Southern US
- Exit date
- Oct 12, 2015
- Closed
- Oct 21, 2015
Signals & Scores
- Heat score
- Medium
- Trend (7d)
- -0.1
- Trend (30d)
- 4.5
- Trend (90d)
- -2.7
Investments by Edelman Financial Services
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Key People at Edelman Financial Services
Chief Development Officer
President and Chief Executive Officer
Executive Vice President and Chief Administrative Officer and Chief Risk Officer
789
professional contacts at Edelman Financial Services
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