Edelman Financial Engines

Finance · Massachusetts, United States · 1,525 Employees

Established in 1986, Edelman Financial Engines provides personal financial planning and investment management services. Edelman Financial Engines is headquartered in Sunnyvale, California.Read More

Contact

Who is Edelman Financial Engines

Headquarters

28 State Street 21st Floor, Boston, Massachusetts, 02109, United States

Phone Number

(408) 498-6000

Website

www.edelmanfinancialengines.com

Revenue

$786.2M

Industry

Venture Capital & Private Equity

Finance

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Top Competitors of Edelman Financial Engines

Wealth Enhancement Group Inc
1,000
$515.6M
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1,010
$520.7M
2
Creative Planning Inc
700
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3
PFM Solutions LLC
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4
Financial Planners
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Moneta Group LLC
400
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Edelman Financial Engines Org Chart

View Edelman Financial Engines org chart to access information on key employees and get valuable insights about Edelman Financial Engines organizational structure. The organizational chart highlights the reporting lines within the company, starting with Lawrence Raffone - the President & Chief Executive Officer of Edelman Financial Engines, and followed by additional decision makers: Robert Abrams, Chief Financial Officer, and Suzanne Van Staveren, Executive Vice President & Chief Financial Officer.

Lawrence Raffone

President & Chief Executive ...

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Robert Abrams

Chief Financial Officer

Phone

Suzanne Van Stavere...

Executive Vice President & C...

Phone

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Edelman Financial Engines Company Metrics

Company Insights

Employee Growth Rate

Funding

Funding DateMar 15, 2021

RoundPrivate Equity

Amount-

InvestorsWarburg Pincus

Total Funding Amount

Most Recent Funding Amount

Number of Funding Rounds

Acquisitions & Subsidiaries

Jul 18, 2022

Edelman Financial Engines

Jul 18, 2022

Financial Engines

Dec 01, 2015

Smart Investor

Oct 09, 2013

Herrmann & Cooke

Jan 03, 2013

Erman Retirement Advisory

Feb 16, 2012

Viridian Advisors

See More Acquisitions & Subsidiaries

Edelman Financial Engines News & Media

New Research From Edelman Financial Engines Shows Women of Color are Forging a More Positive Financial Path Forward
BOSTON--(BUSINESS WIRE)--Edelman Financial Engines, America’s top independent wealth planning and investment advisory firm,1 today released new research findings that reveal how many women of color in the United States are committed to writing their own financial narratives to create better outcomes than those who came before them. According to the study, approximately two out of three (67%) women of color said they were actively forging a more secure path while avoiding the financial behaviors
Mar 16, 2023
www.businesswire.com
Edelman Financial Engines Acquires Erman Retirement Advisory
BOSTON--(BUSINESS WIRE)--Edelman Financial Engines, America’s top independent wealth planning and investment advisory firm,1 today announced the acquisition of Erman Retirement Advisory (ERA), a registered investment advisor that provides a comprehensive suite of financial planning and wealth management services. The transaction closed on Dec. 12, 2022. Founded in 2000 by Howard Erman and headquartered in Seal Beach, California, the firm manages $210 million in assets for more than 200 clients.
Dec 14, 2022
www.businesswire.com
New Research from Edelman Financial Engines Explores the Mindset Around Wealth in America Today
BOSTON--(BUSINESS WIRE)--To better understand how Americans perceive wealth in relation to the world around them, Edelman Financial Engines (EFE) the nation’s top independent wealth planning and investment advisory firm1, today released findings from a new report titled Everyday Wealth in America. The research explores critical areas at the intersection of life and money and how people form opinions and make decisions relative to their own financial values and goals. “At a time when inflation a
Dec 8, 2022
www.businesswire.com
Exclusive Edelman Financial Engines Research Program Reveals Financial Workplace Benefits Can Have Measurable Impact on Employees’ Overall Well-Being and Preparedness
BOSTON--(BUSINESS WIRE)--Edelman Financial Engines, America’s top independent wealth planning and investment advisory firm,1 and the George Washington University’s Global Financial Literacy Excellence Center, today issued a comprehensive report that revealed how offering financial education resources in the workplace can play a role in boosting financial security and confidence. Beginning in April 2022, EFE partnered with GFLEC to announce the launch and study of an innovative six-week financia
Nov 16, 2022
www.businesswire.com
Edelman Financial Engines Acquires RIA Herrmann & Cooke
BOSTON--(BUSINESS WIRE)--Edelman Financial Engines (EFE), America’s top independent wealth planning and investment advisory firm,1 announced today the acquisition of Herrmann & Cooke Wealth Management, a fiduciary Registered Investment Advisor that provides a comprehensive suite of financial and wealth management services. Headquartered in Danville, Calif., Herrmann & Cooke manages over $490 million for approximately 600 clients,2 providing financial planning, retirement planning, inves
Oct 5, 2022
www.businesswire.com

Frequently Asked Questions regarding Edelman Financial Engines

Where is Edelman Financial Engines located?

Edelman Financial Engines's headquarters are located at 28 State Street 21st Floor, Boston, Massachusetts, 02109, United States

What is Edelman Financial Engines's phone number?

Edelman Financial Engines's phone number is (408) 498-6000

What is Edelman Financial Engines's official website?

Edelman Financial Engines's official website is www.edelmanfinancialengines.com

What is Edelman Financial Engines's Revenue?

Edelman Financial Engines's revenue is $786.2 Million

What is Edelman Financial Engines's SIC code?

Edelman Financial Engines's SIC: 62,621

What is Edelman Financial Engines's NAICS code?

Edelman Financial Engines's NAICS: 52,523

How many employees does Edelman Financial Engines have?

Edelman Financial Engines has 1,525 employees

What industry does Edelman Financial Engines belong to?

Edelman Financial Engines is in the industry of: Venture Capital & Private Equity, Finance

What is Edelman Financial Engines competition?

Edelman Financial Engines top competitors include: Wealth Enhancement Group Inc, Rockefeller Capital Management, Creative Planning Inc, PFM Solutions LLC

What companies has Edelman Financial Engines acquired?

Edelman Financial Engines has acquired the companies: Edelman Financial Engines, Financial Engines, Smart Investor, Herrmann & Cooke

Who is the CEO of Edelman Financial Engines?

Edelman Financial Engines's CEO is Lawrence Raffone

Who is the CFO of Edelman Financial Engines?

Edelman Financial Engines's CFO is Suzanne Van

How do I contact Edelman Financial Engines?

Edelman Financial Engines contact info: Phone number: (408) 498-6000 Website: www.edelmanfinancialengines.com

What does Edelman Financial Engines do?

Established in 1986, Edelman Financial Engines provides personal financial planning and investment management services. Edelman Financial Engines is headquartered in Sunnyvale, California.... Read More

What are Edelman Financial Engines social media links?

Edelman Financial Engines Linkedin page Edelman Financial Engines Facebook page Edelman Financial Engines Twitter page

Is Edelman Financial Engines a public company?

Edelman Financial Engines is private company therefore does not currently have an official ticker symbol

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