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Edelman Financial EnginesFinancial Services · 1001-5000 · B2B contacts & data

356 Decision makers
+21 New (6 months)
5,000 Employees
$343M Revenue
1987 Founded

Decision Makers at Edelman Financial Engines

Total identified

356 decision makers identified 14 C-Level 37 VP 305 Heads

New decision makers — last 6 months

+21 a strong signal to time your outreach 2 C-Level 4 VP 15 Heads
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Decision maker Email Phone

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Organizational Chart of Edelman Financial Engines

Roles identified within Edelman Financial Engines's leadership team, based on public professional data.

Edelman Financial Engines's Full Organizational Chart

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Job title Department People Action

Team Structure headcount by department

Finance
499
Customer Service
199
Technical
154
Marketing
67
General Management
56
Other
44
HR
42
Operations
31

Departments actively hiring 9 departments

Administrative
Consulting
Customer service
Design
Engineering and technical
Finance & accounting
Human resources
Marketing
Operations

These departments at Edelman Financial Engines are actively recruiting: a strong signal to time your outreach.

Funding

Last round Venture · $0
Private Equity Round N/A Jan 2018
Venture Round N/A Mar 2021

Companies similar to Edelman Financial Engines

Latest news at Edelman Financial Engines

  1. Appointment

    New Director, Lead Generation appointed — Marketing

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  2. Appointment

    New Director, Financial Planning appointed — Finance & accounting

    Get email and phone via Zeliq →
  3. Appointment

    New Director, Financial Planning appointed — Finance & accounting

    Get email and phone via Zeliq →
  4. Appointment

    New Chief Financial Officer appointed — Finance & accounting

    Get email and phone via Zeliq →
  5. Appointment

    New Executive Director appointed — General management

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About Edelman Financial Engines

Edelman Financial Engines is a business specialised in Financial Services, operating from United States. Established in 1987, it employs approximately 5,000 people. Edelman Financial Engines sells primarily to other businesses (B2B) rather than to end consumers. The company has secured 2 rounds of funding. Its estimated yearly revenue stands at about $343M. The data below (industry, headcount, location and business signals) helps sales teams qualify Edelman Financial Engines and pinpoint the right decision makers from the first touchpoint.

Activity & Market

Edelman Financial Engines is positioned on the Financial Services segment, within the Financial Services sector. As a B2B company, Edelman Financial Engines primarily serves business clients and professional organisations. In terms of structure, it is registered as “Privately held”.

How to prospect Edelman Financial Engines's departments

Finance

With 499 people, this is the organisation's biggest team, and it is hiring. Timing matters here: approach them around budget planning cycles, when arbitrations are actually open.

Customer Service

Hiring is underway in this team of 199 people. Ticket volume and support tooling are structural topics worth raising early in the conversation.

Technical

A team of 154 people, currently hiring. Developer experience and integration effort will make or break your pitch here.

Marketing

This 67-person department is actively recruiting. Campaign performance and attribution are constant topics: a good angle to open the conversation.

HR

Hiring is underway in this team of 42 people. Employee experience is their scorecard: frame your value proposition accordingly.

Operations

A team of 31 people, currently hiring. Process efficiency and cost control are the angles that resonate with these decision makers.

FAQ Edelman Financial Engines

What industry does Edelman Financial Engines operate in?

Edelman Financial Engines operates in the Financial Services industry, specifically in the Financial Services category.

How many employees does Edelman Financial Engines have?

Edelman Financial Engines has approximately 5,000 employees (in the 1001-5000 range). This figure is an estimate to help qualify the account, not a legally certified number.

How do I find contacts at Edelman Financial Engines?

With Zeliq, you can find the right decision makers at Edelman Financial Engines, get their verified emails and direct phone numbers, and engage them through targeted multichannel sequences.

Where is Edelman Financial Engines headquartered?

Edelman Financial Engines is headquartered in United States.

Which departments are hiring at Edelman Financial Engines?

Hiring is currently active at Edelman Financial Engines in these departments: Administrative, Consulting, Customer service. A useful signal to prioritise and time your prospecting.

What is the organizational chart of Edelman Financial Engines?

Roles identified within Edelman Financial Engines's organization include CFO, Partner, Senior Vice President - Financial Planning, Senior Vice President - Investments, Director, Financial Planning, Director of Financial Planning. With Zeliq, you can enrich each of these roles with verified emails and direct phone numbers.

Which decision makers recently joined Edelman Financial Engines?

Recent leadership arrivals at Edelman Financial Engines include Director, Lead Generation, Director, Financial Planning, Director, Financial Planning, Chief Financial Officer, Executive Director. A new decision maker's first months are the best window to reach out; find their verified email and phone on Zeliq.

Why use this data before prospecting Edelman Financial Engines?

Knowing Edelman Financial Engines's industry, headcount, and business signals lets you personalise your outreach, prioritise high-potential accounts, and reach the right decision makers from the very first contact.