About Benjamin F. Edwards
Benjamin F. Edwards is a Financial Services company based in St. Louis (United States) founded in 2008. Investment consulting services are provided to clients by the firm. Benjamin F. Edwards has raised $36.28 million across 1 funding round. Its chief executive, as recorded, is Tad Edwards. Its website benjaminfedwards.com draws about 24 thousand monthly visits. Its focus areas include Investment Industry and Investment Consultants.
Company details
Benjamin F. Edwards investment consulting firm through investment industry, and investment consultants. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
- Headquarters St. Louis, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website benjaminfedwards.com
- Social LinkedIn X Facebook
- Total Equity Funding$36.28M (USD)
in 1 rounds
- Latest Funding Round$36.28M (USD), Series C
Apr 2015
Apps and channels of Benjamin F. Edwards
Benjamin F. Edwards publishes 1 mobile app with over 500 downloads.
Funding Insights of Benjamin F. Edwards
Benjamin F. Edwards has successfully raised a total of $36.28M through 1 strategic funding round. The most recent funding activity was a Series C round of $36.28 million completed in April 2015. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $36.28M
- Total Rounds 1
- Last Round Series C — $36.28M
- First Round $36.28M
(Apr 2015)
All 1 funding rounds of Benjamin F. Edwards with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Apr 2015 | $36.28M | Series C | – | – | – |
People of Benjamin F. Edwards
168 people are tracked at Benjamin F. Edwards (117 in leadership, 51 in team).
| Name | Role | Group |
|---|---|---|
Tad Edwards | CEO & President & Chairman | Leadership |
Angie Hanneken | Senior Human Resources Business Partner | Leadership |
Jeff Wolfe | Vice President - Manager Of Wealth Planning Strategies | Leadership |
Cynthia L. Bohme | Corporate Secretary, EVP, Director of Staff Division | Leadership |
Benjamin F. Edwards | Chairman, CEO & President | Leadership |
Douglas D. Rubenstein | EVP, COO | Leadership |
Andrew Benton II | Managing Director – Investments, Financial Advisor | Leadership |
David T. Shipper | Vice President - Co Manager | Leadership |
Shawn Corey | Vice President - Investments | Leadership |
Yvonne Trentman | Senior Vice President/branch Services | Leadership |
Christopher M. Keller | EVP, Director of Business Services | Leadership |
Christopher M. Whiting | EVP, Director of Sales & Marketing | Leadership |
Thomas H. Martin | EVP, CFO | Leadership |
Steve Brill | Branch Manager,senior Vice President-investments, Cfp® | Leadership |
Craig R Belis | Financial Advisor, Associate Vice President - Investments | Leadership |
Dave Hajra | Vice President | Leadership |
Alana Seamon | Associate Vice President - Internal Branch Development Coordinator | Leadership |
Toby Sarahan | Managing Director | Leadership |
Bridget Weatherly | Senior Vice President – Investments And Branch Manager | Leadership |
Clay McConnell | Managing Director | Leadership |
148 more people are available in the full profile.
Complete people profiles for Benjamin F. Edwards
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
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Timeline of Benjamin F. Edwards
2 dated milestones of Benjamin F. Edwards across 7 years, from founding to its latest funding, stage changes and deals.
- Founded Benjamin F. Edwards is founded.
- Funding First funding round of $36.3M.
Web traffic of Benjamin F. Edwards
The website of Benjamin F. Edwards (benjaminfedwards.com) receives about 24K visits a month.
- Monthly visits24K
▲ 111% vs previous month
Websites whose visitors overlap most with Benjamin F. Edwards. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| lincolninvestment.com | 100% | 91.3K | #257,827 | View details | |
| brightonjones.com | 99% | 27K | #1,219,260 | View details | |
retirementplanning.net | retirementplanning.net | 98% | #891,171 | – | |
| finsyn.com | 94% | 10.8K | #2,133,167 | View details | |
| hantzgroup.com | 92% | #491,000 | View details | ||
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 29 similar websites and full traffic analytics for Benjamin F. Edwards
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 29 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Benjamin F. Edwards (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Benjamin F. Edwards
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Frequently Asked Questions about Benjamin F. Edwards
Benjamin F. Edwards was founded in 2008 and raised its 1st funding round 7 years after it was founded.
Benjamin F. Edwards is headquartered in St. Louis, United States. It is registered at St. Louis, Missouri, United States.
Tad Edwards is the CEO of Benjamin F. Edwards, as recorded in our data.
Benjamin F. Edwards is a funded company, having raised a total of $36.28M across 1 funding round to date. The company's 1st funding round was a Series C of $36.28M, raised on Apr 2015.
Benjamin F. Edwards investment consulting firm through investment industry, and investment consultants. Prioritizing client-centric approaches, it ensures high-quality outcomes, innovation, and sustainable practices in its field. It continues to evolve, meeting industry challenges with strategic approaches.
Yes. Benjamin F. Edwards publishes BFE Mobile, with over 500 downloads.