FTV Capital — 2016 Investments
1 investments dated 2016 · listed companies and verified rows first · show all
Financial Enginesfinancialengines.comin𝕏Feb 2016
Edelman Financial Engines provides financial planning and wealth management services to individual and workplace retirement clients, including investment management, retirement and income planning, insurance review, tax strategy, and estate planning.
FintechSunnyvale, US
Joseph A. Grundfest(Director)Lawerence M. Raffone(Executive Officer, Director)Raymond J. Sims(Executive Officer)
BoardPaul G. Koontz(Executive Officer)Robert A. Huret(Director)Michael E. Martin(Director)
Co-investorsW Capital Partners
Rows marked “SEC filing” are inferred from directors named on the company's SEC Form D — public regulatory data, not a portfolio list published by the firm.