 | |
| Formerly | Edelman Financial Services Financial Engines |
|---|---|
| Company type | Private |
| Industry | Financial services |
| Founded | 1986 |
| Headquarters | |
Number of locations | 145[2] (2023) |
Key people | Jay Shah (CEO)[3] |
| AUM | US$270 billion[4] |
Number of employees | 1,500[5] (2024) |
| Website | edelmanfinancialengines |
Edelman Financial Engines is an American financial planning and investment advisory company. As of December 31, 2023, it has more than $270 billion in assets and more than 1.3 million clients.[6][7] The company was formed by the 2018 merger of Financial Engines (founded in 1996) and Edelman Financial Services (founded in 1986).
- ^ Ungarino, Rebecca (20 May 2020). "The CEO of $192 billion wealth firm Edelman Financial Engines lays out its post- pandemic roadmap, from 'doubling down' on digital to hiring more planners". Business Insider. Retrieved 22 November 2020.
- ^ "Edelman Financial Engines Picks Up PRW Wealth Management". WealthManagement.com. Retrieved 24 June 2024.
- ^ "Our Executive Team". Edelman Financial Engines. Retrieved 22 November 2020.
- ^ "Edelman Adds $453M RIA in Pacific Northwest". WealthManagement.com. Retrieved 24 June 2024.
- ^ "EDELMAN FINANCIAL ENGINES - Investment Adviser Firm". SEC. Retrieved 24 June 2024.
- ^ Sergeant, Jacqueline (December 3, 2021). "Ric Edelman To Focus On AI, Crypto And More On New Radio Show, Podcast". FA-Mag.com. Charter Financial Publishing Network. Retrieved 24 March 2022.
- ^ "PE Daily: Strand Equity Bets on Studio McGee | IPO Healthcare Exits Grow | Hedge Fund Vet Adds Heft at Blackstone". Wall Street Journal. 16 March 2021. Retrieved 2 June 2021.