55
Growth Score
pts
Heat Score
23 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
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324518
One of the largest independent financial planning firms in the nation
- Rene Chaze: Chief Development Officer
- Kelly O’Donnell: Executive Vice President and Chief Administrative Officer and Chief Risk Officer
About the Company
Edelman Financial Services provides financial planning and investment management services to more than 28,000 individuals and families and manages more than $15 billion in assets
