United States · What does Edelman Financial Engines invest in?
Edelman Financial Engines says it invests in Consulting and Retirement.
What they do
- Type
- Investment firm (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- ConsultingRetirement
- Based in
- Santa Clara, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration8 named
AAA. Allison AmadiaSvp Chief Legal and Risk OfficeriForm ADV
JSJay ShahChief Executive OfficeriForm ADV
KSKelly Susan O'DonnellPresident of Employer SolutionsiForm ADV
MHMegan HanleyExecutive Vice President, Chief Marketing OfficeriForm ADV
NGNeil GilfedderExecutive Vice President, Chief Investment OfficeriForm ADV
RLRobert LavigneVice President, Chief Compliance OfficeriForm ADV
SMSuzanne Martine Van StaverenExecutive Vice President, Chief Financial Officer & Chief Operating OfficeriForm ADV
TAThomas Alesbury KimberlyExecutive Vice President, Head of Product and TechnologyiForm ADV
We also hold 9 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$326Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Financial Engines Advisors L.L.C.
- SEC number
- CRD 104510