Edelman Financial Services
North America, Texas, United States, Houston
Description
One of the largest independent financial planning firms in the nation
Investor Profile
Edelman Financial Services has backed more than 2 startups, with 0 new investments in the last 12 months alone. The firm has led 1 rounds, about 50% of its total and boasts 1 exits across its portfolio.
Investment Focus Highlights
- Concentrates on Series Unknown, Series A rounds (top funding stages).
- Majority of deals are located in United States.
- Strong thematic focus on Customer Service, Electronics, Energy.
Stage Focus
- Series Unknown (50%)
- Series A (50%)
Country Focus
- United States (100%)
Industry Focus
- Customer Service
- Electronics
- Energy
- Power Grid
- Water
- Biotechnology
- Oncology
- Pharmaceutical
FAQ
Frequently Asked Questions
Learn who this investor regularly partners with—both firms and angels—and explore their latest activity.
Who does Edelman Financial Services frequently co-invest with?
What are some of recent deals done by Edelman Financial Services?
Find More Investors Like Edelman Financial Services
Discover similar investors in our database and build your perfect investor list.
Need help with your fundraising strategy?Read our fundraising guides
