Edelman Financial Engines Overview
- Year Founded
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1986
- Status
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Private
- Employees
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2,010
- Latest Deal Type
-
Debt Refin.
- Financing Rounds
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23
- Investments
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55
Edelman Financial Engines General Information
Description
Provider of financial planning, investment management and advisory services dedicated to introducing financial planning and education to people. The company offers personal financing, retirement planning, small business retirement planning, financial advisory and institutional investment management, enabling its customers to create and execute a financial strategy according to their requirements.
Contact Information
Website
www.edelmanfinancialengines.comCorporate Office
- 28 State Street
- 21st Floor
- Boston, MA 02109
- United States
Corporate Office
- 28 State Street
- 21st Floor
- Boston, MA 02109
- United States
Edelman Financial Engines Timeline
Edelman Financial Engines Valuation & Funding
| Deal Type | Date | Amount | Valuation/ EBITDA |
Post-Val | Status | Debt |
|---|
Edelman Financial Engines Comparisons
Industry
Financing
Details
Edelman Financial Engines Competitors (17)
One of Edelman Financial Engines’s 17 competitors is True Link, a Venture Capital-Backed company based in San Francisco, CA.
| Company Name | Financing Status | Location | Employees | Total Raised | Last Financing Date/Type | Last Financing Amount |
|---|---|---|---|---|---|---|
| True Link | Venture Capital-Backed | San Francisco, CA | ||||
| Allworth Financial | Private Equity-Backed | Folsom, CA | ||||
| Fidelity | Corporation | Boston, MA | ||||
| RWA Wealth Partners | Private Equity-Backed | Newton, MA | ||||
| Chicago Oakbrook Financial Group | Private Debt Financed | Oak Brook, IL |
Edelman Financial Engines Patents
Edelman Financial Engines Recent Patent Activity
| Publication ID | Patent Title | Status | First Filing Date | Technology (CPC) | Citations |
|---|---|---|---|---|---|
| US-20120185407-A1 | Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream | Active | 19-Jan-2011 | ||
| US-20120185408-A1 | Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream | Active | 19-Jan-2011 | ||
| US-20140249985-A1 | Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream | Inactive | 19-Jan-2011 | ||
| US-8521633-B2 | Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream | Inactive | 19-Jan-2011 | ||
| US-8725614-B2 | Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream | Inactive | 19-Jan-2011 | G06Q40/04 |
Edelman Financial Engines Signals
Growth Rate
Growth
Size Multiple
Key Data Points
Similarweb Unique Visitors
Majestic Referring Domains
Edelman Financial Engines Investors
| Investor Name | Investor Type | Holding | Investor Since | Participating Rounds | Contact Info |
|---|
Edelman Financial Engines Investments & Acquisitions (55)
Edelman Financial Engines’s most recent deal was a Buyout/LBO with Hasenberg Financial Group. The deal was made on 06-Oct-2025.
| Company Name | Deal Date | Deal Type | Deal Size | Industry | Lead Partner |
|---|---|---|---|---|---|
| Hasenberg Financial Group | 06-Oct-2025 | Buyout/LBO | Specialized Finance | ||
| Cahill Wealth Management | 05-May-2025 | Buyout/LBO | Other Financial Services | ||
| Soundmark Wealth Management | 13-May-2024 | Buyout/LBO | Other Financial Services | ||
| New England Pension Plan Systems | 14-Dec-2023 | Buyout/LBO | Asset Management | ||
| PRW Wealth Management | 16-Nov-2023 | Buyout/LBO | Other Financial Services |
Edelman Financial Engines Exits (35)
Edelman Financial Engines’s most recent exit was on 05-Oct-2022 from Herrmann & Cooke Wealth Management. The exit was categorized as with 5 buyers.
| Company Name | Exit Date | Exit Type | Exit Size | Status | Buyers |
|---|---|---|---|---|---|
| Herrmann & Cooke Wealth Management | 05-Oct-2022 | Completed |
|
||
| Zilliant | 20-Jul-2010 | Completed |
|
||
| World Telemetry | 31-Mar-2009 | Completed |
|
||
| World Telemetry | 04-Jan-2008 | Completed |
|
||
| Cedarburg Pharmaceuticals | 13-Feb-2007 | Later Stage VC | Completed |
|
Edelman Financial Engines Affiliates
Subsidiaries (4)
| Name | Industry | Location | Year Founded |
|---|---|---|---|
| Viridian Advisors | Bothell, WA | 2014 | |
| New England Pension Plan Systems | Providence, RI | 1986 | |
| Hightower Signature Wealth | Santa Fe, NM | ||
| Charlotte Capital (Acquired) | Charlotte, NC |
Edelman Financial Engines FAQs
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When was Edelman Financial Engines founded?
Edelman Financial Engines was founded in 1986.
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Where is Edelman Financial Engines headquartered?
Edelman Financial Engines is headquartered in Boston, MA.
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What is the size of Edelman Financial Engines?
Edelman Financial Engines has 2,010 total employees.
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What industry is Edelman Financial Engines in?
Edelman Financial Engines’s primary industry is Asset Management.
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Is Edelman Financial Engines a private or public company?
Edelman Financial Engines is a Private company.
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What is Edelman Financial Engines’s current revenue?
The current revenue for Edelman Financial Engines is .
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How much funding has Edelman Financial Engines raised over time?
Edelman Financial Engines has raised $3.68B.
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Who are Edelman Financial Engines’s investors?
Mubadala Investment Company, Warburg Pincus, Hellman & Friedman, Glynn Capital, and Tiburon Strategic Advisors have invested in Edelman Financial Engines.
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Who are Edelman Financial Engines’s competitors?
True Link, Allworth Financial, Fidelity, RWA Wealth Partners, and Chicago Oakbrook Financial Group are some of the 17 competitors of Edelman Financial Engines.
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