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Edelman Financial Engines Appoints Steve Gaven As Chief Financial Officer

RECENTLY ACQUIREDMay 21, 202626 days ago

Position

Chief Financial Officer

Company

Hasenberg Financial Group

Steve Gaven
Santa ClaraFinancial Services

Description

Edelman Financial Engines has appointed Steve Gaven as chief financial officer, effective June 1. He joins from SageView Advisory, where he was chief growth officer.

Company Information

Company

Hasenberg Financial Group

Location

3315 Scott Blvd

Santa Clara, California, United States

About

Hasenberg Financial Group provides comprehensive financial advisory services with an emphasis on estate planning and financial education. Founded by Chris Hasenberg, the firm manages over $300 million for more than 750 clients. Its focus aligns with the client-first ethos of EFE. The firm will continue operations under the EFE brand post-acquisition.

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Fundz is a real-time business intelligence platform powered by agentic AI that proactively delivers personalized daily signals — including funding rounds, executive changes, M&A activity, 13F institutional filings, SEC 8-K events, investor activity, and website modifications — based on each user's watchlist and ICP. A trusted data source at firms such as BlackRock, Oracle, Kleiner Perkins, LinkedIn, HubSpot, and Cloudflare, Fundz democratizes the institutional-grade intelligence that previously required a PitchBook or Bloomberg terminal. Features include FundzWatch™ for automated website change detection, Daily Briefing for AI-powered daily briefings, and unified cross-signal alerts across 200,000+ companies. Developers and data teams can access these signals programmatically via the Fundz Funding Data API, with transparent published pricing.