LeadIQ logo
Learn more at LeadIQ.com
Viridian Advisors - Part of Edelman Financial Engines logo

Viridian Advisors - Part of Edelman Financial Engines Employee Directory

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.

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

Viridian Advisors - Part of Edelman Financial Engines Global Highlights

Location
Employees

North America
10

Minus sign iconPlus sign icon
  • United States Of America
    10

Viridian Advisors - Part of Edelman Financial Engines's Leadership

  • Stylized image of a person
    M. D.
    Founding Partner
    Mobile Phone
  • Stylized image of a person
    R. T.
    Financial Advisor, Certified Financial Planner
    Mobile Phone
  • Stylized image of a person
    R. M.
    Financial Advisor
    Mobile Phone

Viridian Advisors - Part of Edelman Financial Engines Employee Metrics

100%
50%
0%
2026
2025
  • Accounting
  • Administrative
  • Support
  • Analytics
  • Arts & Design
  • Other
  • Banking

Contact profiles from Viridian Advisors - Part of Edelman Financial Engines

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. D.
    Founding Partner
    Mobile Phone
    United StatesWashington
    Oct 17, 2024
  • Stylized image of a person
    R. T.
    Financial Advisor, Certified Financial Planner
    Mobile Phone
    United StatesWashington
    Sep 10, 2024
  • Stylized image of a person
    R. M.
    Financial Advisor
    Mobile Phone
    United StatesWashington
    May 05, 2024

Frequently Asked Questions

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

Minus sign iconPlus sign iconViridian Advisors - Part of Edelman Financial Engines operates in the Financial Services industry; 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?

Minus sign iconPlus sign iconViridian 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?

Minus sign iconPlus sign iconViridian Advisors - Part of Edelman Financial Engines has approximately 15 employees as of July 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?

Minus sign iconPlus sign icon

As of July 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.

© LeadIQ, Inc. All rights reserved.