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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
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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?

British Columbia Discovery Fund
North America, British Columbia, Canada, Vancouver
Co-Investments: 1
Altira Group
North America, Colorado, United States, Denver
Co-Investments: 1

What are some of recent deals done by Edelman Financial Services?

Tantalus Systems

Angier, North Carolina, United States

Tantalus Systems provides smart grid solutions for advanced metering, demand response, and conservation for electric and water utilities.

Customer ServiceElectronicsEnergyPower GridWater
Series UnknownDec 8, 2005
Amount Raised: $8,120,000
BioPro Pharmaceutical

San Francisco, California, United States

BioPro Pharmaceutical is an oncology specialty company providing services for pharmaceutical markets based in Asia.

BiotechnologyOncologyPharmaceutical
Series AOct 18, 2005
Amount Raised: $5,000,000