United States · Financial services startup
United States · Edelman Financial Engines
Edelman Financial Engines (EFE) is a prominent fee-only financial planning and investment advisory firm based in Santa Clara, California.
Funding reportedLast round: Private Equity
About Edelman Financial Engines
Edelman Financial Engines (EFE) is a prominent fee-only financial planning and investment advisory firm based in Santa Clara, California.
With over $323 billion in client assets and more than 1.3 million clients, EFE is recognized as America's top independent Registered Investment Advisor (RIA). The firm was formed on November 1, 2018, through the merger of Financial Engines and Edelman Financial Services. EFE operates as a fiduciary, committed to acting in the best interests of its clients. EFE offers a wide range of wealth management and financial planning services, including retirement planning, investment management, and comprehensive financial planning. The firm serves both individual investors and institutions, providing personalized advice for employees in company-sponsored retirement plans as well as tailored wealth management for individual clients. EFE maintains over 140 office locations across 36 states, allowing clients to engage with local advisors in person or online. The firm employs a tiered fee structure based on assets under management, ensuring transparency in its pricing.
What company datasets say Edelman Financial Engines raised
Funding, as reported
On a portfolio page
Investors who name them
Each firm lists Edelman Financial Engines on its own website. That is the firm's claim, a weaker thing than a round we watched, but a named source.
The company, in detail
What they build
Known for
fiduciaryinvestment modelinginvestment analyticsmanagement consultingtax planningretirement savings optimizationinsurance guidanceholistic financial adviceholistic financial approachbehavioral finance insightsfinancial enginesalgorithmic portfolio constructionpersonalized planningroth iraclient portalfinancial planning for high-net-worth
Built with from their website
Google MapsServiceNowXMPieAdobeGoogle Tag ManagerACLAdminSalesforce Marketing CloudHREF LangAWS Trusted Advisor
+8 more
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- Sector
- Financial services
- Industry code
- NAICS 523940, SIC 8731, 6282
- Region
- California
- Part of
- Financial Engines
- Revenue
- $30M a year, as listed
Financial services in United States
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