For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission – giving individual investors access to sophisticated investment modeling tools that were previously available only to institutional investors, and providing financial planning and wealth management advice with the belief that everyone should have a trusted financial advocate who is always acting in their best interests. Today, we’re one of America’s top independent wealth planning and workplace investment advisory firms, serving more than 1.3 million clients (as of Dec. 31, 2023). Our unique combination of high-tech and high-touch services helps people wherever they are on their personal financial journey. Through our Wealth Management services, we deliver straightforward wealth planning and investment advice to help individuals and families connect the dots between key parts of their financial life so they can build, grow, protect and preserve their wealth. Through our Employer Services, we work with many of the nation’s leading employers, offering an integrated suite of personalized financial solutions to support employees across their major life events and milestones – from their first paycheck all the way through retirement. In serving clients from coast to coast, we know that when individuals have better confidence and command over their own financial journey, this can have a positive lasting impact on families, communities, and generations over time. This mission-driven purpose is deeply embedded in our values, our culture, and across all of our teams.
View Top Employees from Edelman Financial EnginesWebsite | https://www.edelmanfinancialengines.com/ |
Revenue | $141 million |
Employees | 1,484 (1,484 on RocketReach) |
Founded | 1987 |
Address | 3315 Scott Blvd 4th Floor, Santa Clara, California 95054, US |
Phone | (800) 601-5957 |
Technologies |
JavaScript,
HTML,
PHP
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Industry | Financial Services, Venture Capital & Private Equity, Investment Management, Finance, 401k Rollovers, Retirement Planning, IRAs, Financial Planning |
Keywords | Wealth Management, Personalized Financial Advice, Family Financial Planning, Wealth Management Australia |
Competitors | Bajaj Capital Ltd, Carson Wealth, Ronald Blue Trust, Summit Financial, Wealth Enhancement Group |
SIC | SIC Code 637 Companies, SIC Code 63 Companies |
NAICS | NAICS Code 5231 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 56 Companies |
Looking for a particular Edelman Financial Engines employee's phone or email?
The Edelman Financial Engines annual revenue was $141 million in 2024.
Jay Shah is the CEO of Edelman Financial Engines.
1,484 people are employed at Edelman Financial Engines.
Edelman Financial Engines is based in Santa Clara, California.
The NAICS codes for Edelman Financial Engines are [5231, 52, 523, 56].
The SIC codes for Edelman Financial Engines are [637, 63].