Edelman Financial Engines
Finance · California, United States · 1K - 5K Employees
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Overview
Headquarters
3315 Scott Blvd Fl 4, Santa Clara, Calif...Phone Number
(833) 752-6333Revenue
$989.9 MillionIndustry
ZI Rank: 11
Signal Type
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ZI Rank
10
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11
About Edelman Financial Engines
Edelman Financial Engines, LLC (EFE) is a leading provider of independent investment advisory services in the US. The company operates in two segments: Workplace and Retail. In the Workplace business, EFE provides an automated managed account solution to employer-sponsored 401(k) plans. In the Retail business, EFE provides fee-based, holistic financial planning and investment management services to mass affluent customers. Headquartered in Santa Clara, CA.Explore more
Edelman Financial Engines Org Chart
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Company Profile Activity
Activity Insights
Edelman Financial Engines is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Edelman Financial Engines is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Edelman Financial Engines.
Edelman Financial Engines Tech Stack
A closer look at the technologies used by Edelman Financial Engines
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Most Recent Scoops
Person-Based
Spending/Investment, Financial Planning
Open Position
Facilities Relocation / Expansion
Edelman Financial Engines is planning to move offices in October 2026. The move will impact employees at the existing office located at N16W23217 Stone Ridge Dr, Waukesha, WI.
Facilities Relocation/Expansion
Person-Based
Forecasting, Finance, Risk
Person-Based
Financial Planning, Business Finance, Finance
Edelman Financial Engines News & Media
Edelman Financial Engines Switches Tech Stack from Envestnet to Orion
The $308 billion RIA has shifted its advisor technology setup to Orion after using rival Envestnet for about eight years, according to the firms and past filings.Why Financial Engines Advisors Trimmed its iShares Future Exponential Technologies ETF Position
Financial Engines Advisors sold $127 million worth of iShares Future Exponential Technologies ETF (XT), but the holding's portfolio allocation actually grew.Jay Shah Steps Down as Edelman Financial Engines CEO
Shah will remain with the company until the end of the year in an advisory capacity.Edelman Financial Engines Appoints Ralph Haberli as Acting CEO | PLANADVISER
Outgoing CEO Jay Shah will remain with EFE until year-end in an advisory capacity.
Read more news
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Frequently Asked Questions Regarding Edelman Financial Engines
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Edelman Financial Engines, LLC (EFE) is a leading provider of independent investment advisory services in the US. The company operates in two segments: Workplace and Retail. In the Workplace business, EFE provides an automated managed account solution to employer-sponsored 401(k) plans. In the Retail business, EFE provides fee-based, holistic finan... Read More
