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EFE

is a Massachusetts-based wealth management firm that provides services such as investment management, financial and retirement planning for individuals... Read more
OverviewCompetitorsAcquisitionsFundingNews & Insights

EFE

is a Massachusetts-based wealth management firm that provides services such as investment management, financial and retirement planning for individuals... Read more
EFE CEO: Jay Shah

CEO

Jay Shah

CEO Approval Rating

86/100

1986

PrivateSubsidiary of Hellman & Friedman

Banking, Financial Services and Insurance
Asset & Investment Management
61996189 NAICS listing

Est. Annual Revenue
$100-500M
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Est. Employees
1.0-5.0K
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Acquisitions
8

News

Acquisition
May 13, 2024
Business Wire
EFE acquired Soundmark Wealth Management, Llc for undisclosed amount

EFE Competitors

1RBC Wealth Management
2Mercer Advisors
3Tolleson Wealth Management
4Mariner
5Independent Financial Advisors
6Ron Icabone
7Steele Financial Partners Inc
8Rollilns Financial
9Ritholtz Wealth Management
10Sanctum Wealth
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