Edelman Financial Services

Edelman Financial Services offers financial planning and investment management services to over 28,000 individuals and families, managing more than $15 billion in assets. The firm focuses on helping clients achieve their financial goals through personalized strategies and expert guidance. With a commitment to transparency and education, Edelman Financial Services aims to empower clients to make informed financial decisions.

Lawrence Raffone

President and CEO

2 past transactions

Tantalus Systems

Venture Round in 2005
Founded in 1989, Tantalus Systems provides advanced smart grid solutions for utilities. Its flagship product, TUNet, is a reliable two-way network enabling automation of processes like metering, demand response, and distribution management. The company serves electric, water, and gas utilities across North America.

BioPro Pharmaceutical

Series A in 2005
BioPro Pharmaceutical is an oncology specialty biopharmaceutical company that has infrastructure in the major countries of Asia, targeting pharmaceutical markets totaling US$30 billion. BioPro's expertise lies in its capability to market in-licensed pharmaceutical products in China and other Asian/Pacific countries. BioPro is unique in having regulatory expertise and marketing know-how applicable to all of Asia.
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