CLOs on the Move

Edelman Financial

www.edelmanfinancial.com

 
Edelman Financial Services provides financial planning and investment management services to more than 30,000 individuals and families and nearly $16 billion in assets. The firm also provides 401(k) plans and institutional investment management for businesses. EFS has won more than 100 financial, business, community and philanthropic awards.
  • Number of Employees: 100-250
  • Annual Revenue: $100-250 Million

Executives

Name Title Contact Details

Similar Companies

Bel-Cross Properties

Bel-Cross Properties is a Morgantown, WV-based company in the Financial Services sector.

1st Mariner Bank

1st Mariner Bank is one of the leading providers in Financial Services. It is based in Henderson, NV. To find more information about 1st Mariner Bank, please visit www.1stmarinerbank.com

Daimler Truck Financial

At Daimler Truck Financial, we understand your business, and offer competitive commercial vehicle loans and leases built to help your business succeed. Plus, we offer those financing solutions on the world`s finest vehicles from Freightliner Trucks, Western Star, Thomas Built Buses, Sprinter and Fuso.

Socium Limited Liability Company

Founded in 2016, Socium Fund Services provides innovative and client-focused solutions for the alternative investment industry. We deliver tailored fund administration services to private equity, venture capital, private credit, and real estate investment funds utilizing best-in-breed technology designed to handle the unique complexities of closed-end private capital funds, including the full automation of carried interest waterfalls. Clients are serviced by experienced leaders with deep experience in fund administration and investment management. Our mission is to provide the most value-added outsourced services possible enabling our clients to focus on growth. Socium combines Experienced People + Innovative Technology + Competitive Pricing, creating a scalable and cost effective solution for General and Limited Partners. In April 2022, Socium Fund Services was acquired by Suntera Global, a multi-jurisdictional provider of fund, corporate and private wealth services.

Dejavoo Systems

Dejavoo Systems is one of the leading providers in Financial Services. It is based in Alpharetta, GA. To find more information about Dejavoo Systems, please visit www.dejavoosystems.com