Edelman Financial Engines

Edelman Financial Engines

HQ - Santa Clara, California, United States

Financial Services
About Edelman Financial Engines

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.

Active/Inactive Active
Headquater Santa Clara, California, United States
Incorporation Year 1986(38 yrs old)
Industry Financial Services
Company Employees 1001-5000
Website www.edelmanfinancialengines.com
Social Profile Linkedin
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