How has Viridian Advisors - Part of Edelman Financial Engines's team size changed over time?

Viridian Advisors - Part of Edelman Financial Engines's team has grown from approximately 3 to 4 employees based on available data.

Learn more at LeadIQ.com

Viridian Advisors - Part of Edelman Financial Engines Employee Directory

Q: What departments does Viridian Advisors - Part of Edelman Financial Engines have?

Viridian Advisors - Part of Edelman Financial Engines has employees across 1 departments including Finance.

Q: What is the largest department at Viridian Advisors - Part of Edelman Financial Engines?

The largest department at Viridian Advisors - Part of Edelman Financial Engines is Finance with 2 employees.

Q: Where are Viridian Advisors - Part of Edelman Financial Engines employees located globally?

Viridian Advisors - Part of Edelman Financial Engines has employees across 1 continents and 1 countries including United States Of America.

Financial ServicesWashington, United States11-50 Employees

Viridian Advisors is a financial services firm based in Bothell, Washington. It offers financial and tax planning services to closely held businesses, families, and individuals, helping them navigate a mix of goals, windfalls, and life events through structured planning. The organization operates as a 100% employee-owned firm, emphasizing service to clients over broader corporate interests. 

In January 2021, Edelman Financial Engines acquired Viridian Advisors, and the company now operates as part of that organization within the financial services sector, focusing on wealth planning and advisory services.

Viridian Advisors - Part of Edelman Financial Engines Global Highlights

North America
9

United States Of America
9

Viridian Advisors - Part of Edelman Financial Engines's Leadership

M. D.
Founding Partner
Mobile Phone
Email
R. T.
Financial Advisor, Certified Financial Planner
Mobile Phone
Email
R. M.
Financial Advisor
Mobile Phone
Email

Viridian Advisors - Part of Edelman Financial Engines Employee Metrics

100%

50%

2026

2025

Accounting
Administrative
Support
Analytics
Arts & Design
Other
Banking

Contact profiles from Viridian Advisors - Part of Edelman Financial Engines

Name

Title

Contact Info

Location

Last Update

M. D.
Founding Partner
Mobile Phone
Email
United StatesWashington
Oct 17, 2024
R. T.
Financial Advisor, Certified Financial Planner
Mobile Phone
Email
United StatesWashington
Sep 10, 2024
R. M.
Financial Advisor
Mobile Phone
Email
United StatesWashington
May 05, 2024

Frequently Asked Questions

What is Viridian Advisors - Part of Edelman Financial Engines known for?

Viridian Advisors - Part of Edelman Financial Engines operates in the Financial Services industry. The company's main headquarters is located in 22232 17th Avenue Southeast Bothell, Washington 98021 United States; you can contact the main corporate office by phone at

+1-206-388-****

. Explore Viridian Advisors - Part of Edelman Financial Engines's company overview page for more information.

What is Viridian Advisors - Part of Edelman Financial Engines's most common email format?

Viridian Advisors - Part of Edelman Financial Engines employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Viridian Advisors - Part of Edelman Financial Engines email formats with LeadIQ.

How many employees does Viridian Advisors - Part of Edelman Financial Engines have currently?

Viridian Advisors - Part of Edelman Financial Engines has approximately 15 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are Viridian Advisors - Part of Edelman Financial Engines's key employees and leadership?

As of February 2026, Viridian Advisors - Part of Edelman Financial Engines's key employees include:

Founding Partner: M. D.
Financial Advisor, Certified Financial Planner: R. T.
Financial Advisor: R. M.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

B2B data verified in real-time
Sync data to your CRM, & add it to an outreach sequence in one click
Integrations with your tech stack for optimal efficiency
A patented AI cold email generator
Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

Viridian Advisors - Part of Edelman Financial Engines Employee Directory

Find Viridian Advisors - Part of Edelman Financial Engines employees' phone numbers or email addresses

Name search is limited — try advanced search instead