# Edelman Financial Engines: Financial services, Santa Clara, United States

> Edelman Financial Engines: Edelman Financial Engines (EFE) is a prominent fee-only financial planning and investment advisory firm based in Santa Clara...

Source: https://millionrounds.com/startup/edelman-financial-engines (Millionrounds; every figure on the page links to its filing or article)

United States · [Financial services startup](https://millionrounds.com/companies)

# Edelman Financial Engines

Edelman Financial Engines (EFE) is a prominent fee-only financial planning and investment advisory firm based in Santa Clara, California.

Funding reported Last round: Private Equity

Financial services Santa Clara, United States

Company summary

- **Founded:** 1987 39 years old
- **Team:** 1,500 1,000+ people
- **Funding reported:** - none reported
- **Last round:** Private Equity Mar 2021

How sure we are

- ✓ **Listed** We know it exists and what it does
- 2 **Funding reported** A company dataset reports a raise
- 3 **Observed** A filing or a dated announcement confirms a round

No round for Edelman Financial Engines has been confirmed by a filing or an announcement yet, so nothing here counts toward an investor's record. [How we decide](https://millionrounds.com/methodology)

## 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

The last round reported **Private Equity** Mar 2021

Last round date **Mar 2021**

## On a portfolio page

Investors who name them

- [Glynn Capital Management](https://millionrounds.com/fund/glynn-capital)

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

fiduciary investment modeling investment analytics management consulting tax planning retirement savings optimization insurance guidance holistic financial advice holistic financial approach behavioral finance insights financial engines algorithmic portfolio construction personalized planning roth ira client portal financial planning for high-net-worth

Built with from their website

Google Maps ServiceNow XMPie Adobe Google Tag Manager ACL Admin Salesforce Marketing Cloud HREF Lang AWS Trusted Advisor

+8 more

Atlassian Microsoft Active Directory Federation Services Microsoft PowerPoint YouTube Akamai Connected Cloud Microsoft Windows Viewport Meta LinkedIn Ads

- **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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- [**Alpaca** San Mateo · founded 2017 *Raised*](https://millionrounds.com/company/alpaca)

## Is this your company?

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