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) 752-6333

Website

www.edelmanfinancialengines.com

Revenue

$989.9 Million

Industry

Finance Securities Trading

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's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Edelman Financial Engines Org Chart

RH
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Ralph Haberli

Chief Executive Officer

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Megan Hanley, Chief Marketing Officer at Edelman Financial Engines
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Megan Hanley

Chief Marketing Officer

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Gregory Corso, Chief Marketing Officer at Edelman Financial Engines
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Gregory Corso

Chief Marketing Officer

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Tania Loffreda

Secure Infrastructure & IT Chief of Staff

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Brian Babineau

Senior VP & Head of Brand

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JK
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Senior VP & Head of Planner Growth

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Vice President & Head of Workplace Innovation...

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SC
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Vice President, Communications

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MS
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Vice President, Wealth Planning Marketing

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MD
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Vice President, Integrated Marketing

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Vice President, Sponsor Engagement

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Vice President, Corporate Communications

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Vice President, Communications

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Compare Similar Companies to Edelman Financial Engines

Compare insights from companies similar to Edelman Financial Engines, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Edelman Financial Engines

$989.9M
1K - 5K
Private
-
1986
RH
Ralph HaberliCEO
Creative Planning
$1.6B
1K - 5K
Private
-
1983
LA
Luka ArnerichManaging Director
Wealth Enhancement
$1.1B
1K - 5K
Private
-
1997
SB
Stephen BabasolaCEO
Cetera Advisor Networks
$882.6M
1K - 5K
Private
-
-
IS
Ingrid SandovalVice President, Marketing
Eagle Strategies
$654.2M
1K - 5K
Private
-
2007
GV
Greg VeroChairman & CEO
Betterment
$386.2M
501-1,000
Private
$435M
2008
Peter Lorimer, Chief Financial Officer at Betterment
Peter LorimerChief Financial Officer
Ramsey
$200M
1K - 5K
Private
-
1992
MF
Mark FloydChief Financial Officer
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Edelman Financial Engines Tech Stack

A closer look at the technologies used by Edelman Financial Engines

DocuSign

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DocuSign
Adobe Dynamic Media

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Adobe
WordPress.org

By

Automattic
Optimizely

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Optimizely
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Frequently Asked Questions Regarding Edelman Financial Engines

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 $989.9 Million What is Edelman Financial Engines's SIC code?
Edelman Financial Engines's SIC: 62,628 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 1K - 5K employees What industry does Edelman Financial Engines belong to?
Edelman Financial Engines is in the industry of: Finance, Securities Trading What is Edelman Financial Engines competition?
Edelman Financial Engines top competitors include: Eagle Strategies, Wealth Enhancement, Cetera Advisor Networks, Creative Planning What companies has Edelman Financial Engines acquired?
Edelman Financial Engines has acquired the companies: New England Pension Plan Systems, PRW Wealth Management, Hasenberg Financial Group, Smart Investor What technology does Edelman Financial Engines use?
Some of the popular technologies that Edelman Financial Engines uses are: DocuSign, Adobe Dynamic Media, WordPress.org, Optimizely How do I contact Edelman Financial Engines?
Edelman Financial Engines contact info: Phone number: (833) 752-6333 Website: www.edelmanfinancialengines.com What does Edelman Financial Engines do?

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... cial planning and investment management services to mass affluent customers. Headquartered in Santa Clara, CA.Read More

 What are Edelman Financial Engines social media links?
Edelman Financial Engines Linkedin page Edelman Financial Engines Twitter page Edelman Financial Engines Facebook page Is Edelman Financial Engines a public company?
Edelman Financial Engines is private company therefore does not currently have an official ticker symbol
See more information about Edelman Financial Engines

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