Matt George

Head of Product

Matt George serves as the senior vice and head of Product and Design at Edelman Financial Engines. He leads the teams responsible for designing and delivering tools and experiences that enhance the company's financial planning, investment advice, and relationship management capabilities. Since joining EFE in 2021, Matt has led both the Wealth Planning and Workplace Product teams before stepping into his current role in early 2025.

With nearly 20 years of experience in the financial services industry, Matt has consistently demonstrated an innovative mindset while ensuring product-market fit and exceptional customer experience. During his 11-year tenure at Fidelity Investments, he developed the strategy to consolidate its Clearing and Custody business and corresponding solutions, built Fidelity’s first cryptocurrency solution and executed the company’s first Bitcoin trade, and delivered Fidelity’s tax-efficient withdrawal solution for customers entering retirement.

Additionally, he served as the Director of Digital Research & Development at Liberty Mutual Insurance, where he developed both hardware and software solutions to improve the adjuster and customer experience. Matt's entrepreneurial spirit is evident in his daily work. He holds several patents and has founded multiple companies throughout his career, showcasing his ability to turn innovative ideas into reality while maintaining a strong focus on market demands and customer needs.

Matt earned a B.S. in Finance from Grove City College and an MBA from the University of Virginia Darden School of Business.