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Edelman Financial Engines
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Fiduciary financial planning and investment management
Edelman Financial Engines
Work Here?
Fiduciary financial planning and investment management
Overview
Edelman Financial Engines helps individuals and families manage money and plan for the future by providing fiduciary financial planning and investment management. They combine personalized advice with technology to create comprehensive financial plans and manage assets, charging fees as a percentage of assets under management. As a fiduciary, they are legally obligated to act in the client's best interests, aligning their goals with those of the client. Their approach focuses on retirement planning and diversified strategies beyond just stock investments, aiming to grow and protect clients' wealth over time. Their goal is to be a trusted partner that helps clients achieve long-term financial security through transparent, client-centric advice.
About Edelman Financial Engines
Industries
Data & Analytics
Financial Services
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Sunnyvale, California
Founded
1987
People at Edelman Financial Engines
People at Edelman Financial Engines who can refer or advise you
Simplify's Take
What believers are saying
- Acquired Hasenberg and Cahill to expand independent wealth planning footprint nationwide.
- Warburg Pincus investment valued company at $7.3 billion, reinforcing top independent status.
- Allocated $175 million equity stakes to advisors, enhancing retention and alignment with client growth.
What critics are saying
- Private equity firms consider selling EFE within 6–12 months, risking forced liquidation or ownership change.
- Rapid RIA acquisitions overwhelm integration capacity, increasing operational risk of client attrition.
- SEC investigates fiduciary model conflicts, risking enforcement actions and forced business model changes.
What makes Edelman Financial Engines unique
- Operates as a fiduciary legally obligated to prioritize client interests in all advice.
- Combines advanced technology with human expertise for personalized financial planning solutions.
- Serves 1.3 million clients across 140+ offices managing over $308 billion in assets.
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Benefits
Health Insurance
Dental Insurance
Wellness Program
Hybrid Work Options
Growth & Insights and Company News
6 month growth
↑ 7%1 year growth
↑ 7%2 year growth
↑ 7%Joshua Sorensen, formerly of Edelman Financial Engines, joins Alera Group as it continues to grow its retirement plan practice.
Edelman Financial Engines is Hiring for 35 Jobs on Simplify!
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About Edelman Financial Engines
Industries
Data & Analytics
Financial Services
Company Size
1,001-5,000
Company Stage
N/A
Total Funding
N/A
Headquarters
Sunnyvale, California
Founded
1987
Edelman Financial Engines is Hiring for 35 Jobs on Simplify!
Find jobs on Simplify and start your career today