Edelman Financial Engines News and Activities

Edelman Financial Engines is owned by Hellman & Friedman.

Hellman & Friedman is one of the...

• Private Power;
• TOB Iconic 10,000.

Hellman & Friedman has a direct presence in 4 countries.

Hellman & Friedman has 15 subsidiaries including Caliber, Can-Sure and Cordis.

They are in:

• Insurance50%
• Medical Equipment25%
• Other25%

View the org chart displaying its 16 main executives

Most searched biographies at Edelman Financial Engines

• Ralph Haberli, Chief Executive Officer
• Lawrence Raffone, Chairman of the Board
• Michael Liersch, Chief Planning Officer

Popular executive movements at Edelman Financial Engines

• Robert Lavigne, Vice President and Chief Compliance Officer, has left the company  (posted on January 14 2026).
• Suzanne Van Staveren, Executive Vice President, Chief Financial Officer and Chief Operating Officer, has left the company  (posted on January 13 2026).
• Jay Shah, Advisor, will leave the company on Dec. 31, 2025  (posted on October 17 2025).

Click here to view some more movements at Edelman Financial Engines

Popular executive movements at Hellman & Friedman

• Gary Bischoping, Partner, will leave the company on May 8, 2026  (posted on March 4 2026).

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Hellman & Friedman has 4,139 competitors including Fidelity (United States (USA)), USAA (United States (USA)) and American Express (United States (USA)).

Popular M&A news in Financial Services

• Clip has just announced a $500 Million fundraising (posted on June 29 2026).
• Ipswich Building Society has changed its company name to Suffolk Building Society (posted on June 27 2026).
• Float has just announced a $85 Million fundraising (posted on June 26 2026).

Popular contacts in Financial Services

• Kuldeep Billan - Chief Executive Officer and Director at Automotive Finco Corp
• Gabriel de Alba - Managing Director at Catalyst Capital
• Stephen Deckoff - Managing Principal at Black Diamond Capital Management

Learn more about the Financial Services industry

Press releases by Edelman Financial Engines

• Senior Leadership Appointments
• Edelman Financial Engines Invests in the Future of Financial Planning
• Edelman Financial Engines Launches Firmwide Planner Ownership Program
• New research from Edelman Financial Engines explores “What Money Means”
• Edelman Financial Engines Announces Senior Leadership Changes
• Edelman Financial Engines Acquires Hasenberg Financial Group
• Meet the RIAs embracing pro bono planning work
• Edelman Financial Engines Appoints Michael Liersch as Chief Planning Officer
• Edelman Financial Engines Appoints Ralph Haberli as President
• Could Trump's tariffs lead to a recession? What experts say
• View more press releases Close

Social media about Edelman Financial Engines

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• Edelman Financial Engines on LinkedIn, X (Twitter) & YouTube