- Early stage VC,
- Later stage VC,
- PE Growth/Expansion,
- Buyout
Established in 1987, Edelman Financial Services provides wealth management services primarily to individuals, corporations and financial institutions in North America. The firm's mass affluent segment provides investment advisory, wealth and investment management and financial planning services to an individual client. EFS also provides financial planning and asset management services to small or mid-size organizations and 401(k) benefit plan consulting services for employers.
- CompanyAmountRound
- Example example company Inc$ 1,000,000Investor meetings
- Company & Company€ 11,000,000Series C funding
- Example$ 524,000Seed round A
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3D Technology