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Submit Deal

Cover Image Suzanne van Staveren

Suzanne van Staveren

CFO and COO at EDELMAN FINANCIAL ENGINES INC

Manager

Deal Bio

Total Deals2

Valued Deals0

Total Value-

Avg. Deal Size-

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13 May 2024|United States|Asset Managers and Custodians

Target: SOUNDMARK WEALTH MANAGEMENT

Bidder: EDELMAN FINANCIAL ENGINES INC

4 Service Providers

2 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

05 May 2025|United Kingdom|Asset Managers and Custodians

Target: CAHILL WEALTH MANAGEMENT

Bidder: EDELMAN FINANCIAL ENGINES INC

2 Service Providers

1 Target | 1 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

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