Edelman Financial Engines

Edelman Financial Engines

The nation’s number one independent financial advisory firm. Learn more

Launch date
Employees
Market cap
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Enterprise valuation
AUD11.3b (Public information from Mar 2021)
Sunnyvale California (HQ)
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DateInvestorsAmountRound
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Valuation: $7.3b

Growth Equity VC
Total Funding-

Recent News about Edelman Financial Engines

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Edelman Financial Engines is a leading financial planning and investment management firm dedicated to helping individuals and families achieve their financial goals. The company primarily serves individual clients, including those planning for retirement, managing their wealth, or seeking personalized financial advice. Operating in the financial services market, Edelman Financial Engines combines advanced technology with human expertise to deliver tailored financial solutions.

The business model of Edelman Financial Engines revolves around providing fiduciary financial planning and investment management services. As a fiduciary, the company is legally obligated to act in the best interests of its clients, ensuring that all advice and strategies are designed to benefit the client first. This commitment to client-centric service is a cornerstone of their operations.

Edelman Financial Engines makes money through fees charged for their financial planning and investment management services. These fees are typically based on a percentage of the assets under management (AUM), meaning the more assets they manage for a client, the higher the fee. This model aligns the company's interests with those of its clients, as both parties benefit from the growth of the client's assets.

The firm has been recognized for its excellence in the industry, receiving awards from Barron's for several consecutive years. This recognition underscores their dedication to providing high-quality, objective financial advice. Edelman Financial Engines also emphasizes the importance of a diversified retirement strategy, advising clients to go beyond just stock investments to secure their financial future.

In summary, Edelman Financial Engines is a trusted partner for individuals seeking comprehensive financial planning and investment management services. Their fiduciary approach, combined with personalized attention and advanced technology, positions them as a leader in the financial services industry.

Keywords: financial planning, investment management, fiduciary, retirement planning, wealth management, personalized advice, asset management, client-centric, financial services, diversified strategy.

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Investments by Edelman Financial Engines

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Herrmann & Cooke
ACQUISITION by Edelman Financial Engines Oct 2022
Align Wealth Management
ACQUISITION by Edelman Financial Engines Oct 2023
Tantalus
exited
Viridian Advisors
ACQUISITION by Edelman Financial Engines May 2021
Smart Investor
ACQUISITION by Edelman Financial Engines Aug 2022
Erman Retirement Advisory
ACQUISITION by Edelman Financial Engines Dec 2022
PRW Wealth Management
ACQUISITION by Edelman Financial Engines Nov 2023
New England Pension Plan
ACQUISITION by Edelman Financial Engines Dec 2023
Soundmark Wealth Management
ACQUISITION by Edelman Financial Engines May 2024