About Edelman Financial Engines
Edelman Financial Engines is a company based in Fairfax (United States) founded in 1986 by Ric Edelman and Jean Edelman was acquired by Hellman & Friedman in October 2015. It operates as a Professional Services, and Managed Services. Edelman Financial Engines has completed 7 acquisitions, including Align Wealth Management, Edelman Financial Engines and Erman Retirement Advisory. Edelman Financial Engines offers products and services including Financial Planning, Retirement Planning, Investment Management, Insurance Guidance, and Tax Planning. Edelman Financial Engines operates in a competitive market with competitors including Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others.
- Headquarter Fairfax, United States
- Founders Ric Edelman, Jean Edelman
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Sectors
Financial Services
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Email
***********
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Phone
*********
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Website
*********
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Social
*********
- Legal Name Edelman Financial Engines, Llc
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Annual Revenue
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Net Profit
$46.66 M63as on Dec 31, 2017
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EBITDA
$85.95 M72as on Dec 31, 2017
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Latest Funding Round
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Investors
Warburg Pincus
& 3 more
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Employee Count
Employee Count
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Investments & Acquisitions
Align Wealth Management
& 6 more
- Acquired by
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Products & Services of Edelman Financial Engines
Edelman Financial Engines offers a comprehensive portfolio of products and services, including Financial Planning, Retirement Planning, Investment Management, Insurance Guidance, and Tax Planning. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Holistic financial planning is offered for personal goals.
Retirement roadmaps are created to support lifestyle goals.
Personalized portfolios are managed with fiduciary advice.
Insurance needs are assessed to identify coverage gaps.
Tax-efficient strategies are provided to preserve wealth.
Estate plans are designed to protect personal legacy.
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Finance and Accounting
128 people
Leadership Team
43 people
Software Development Team
20 people
Sales and Marketing
19 people
Data Analysis and Operations Team
13 people
Legal and Compliance
11 people
Senior Team
10 people
Sr. Team
5 people
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Funding Insights of Edelman Financial Engines
- Total Funding Total Funding
- Total Rounds 1
- Last Round Last Round
- First Round First Round
- Investors Count 1
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Mar, 2021 | Amount | Private Equity Round - Edelman Financial Engines | Valuation | Warburg Pincus |
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| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
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| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investors in Edelman Financial Engines
Edelman Financial Engines has secured backing from 4 investors, including venture fund and institutional investors. Prominent investors backing the company include Warburg Pincus, Lee Equity and Hellman & Friedman. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.
| Investor | Description | Founded Year | Domain | Location |
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Multi-stage private equity investments are pursued across diverse sectors.
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Founded Year | Domain | Location | |
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Private equity investing focused on business, financial, and healthcare services sectors.
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Founded Year | Domain | Location | |
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Private equity firm focused on acquisitions
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Founded Year | Domain | Location |
| Investor | Description | Founded Year | Domain | Location |
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Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
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Founded Year | Domain | Location | |
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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Founded Year | Domain | Location | |
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Venture capital is directed toward companies in multiple sectors.
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Founded Year | Domain | Location | |
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Founded Year | Domain | Location |
Investments & Acquisitions by Edelman Financial Engines
Edelman Financial Engines has strategically engaged in corporate development activities, having acquired 7 companies. Notable acquisitions include Align Wealth Management, Edelman Financial Engines and Erman Retirement Advisory. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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Fine Asian gourmet food is offered by an internet-first restaurant.
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Diversified investment management services are provided to clients.
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Financial planning and wealth management services are provided to clients.
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Financial planning, investment, and portfolio management services are provided.
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| Company Name | Description | Domain | Location | Founded Year | Amount |
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OVO is recognized as a smart digital payment application.
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Bionic investment advisor platform
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 |
Financial Statements - Edelman Financial Engines
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Edelman Financial Engines Comparisons
Competitors of Edelman Financial Engines
Edelman Financial Engines operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Fidelity Investments, Investec, Morgan Stanley, Guggenheim Partners and S&P Global, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| domain | founded_year | HQ Location |
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Global banking, investment, and wealth management services are offered worldwide.
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| domain | founded_year | HQ Location |
Wealth management, investment advisory, and financial services are provided.
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| domain | founded_year | HQ Location |
Asset management and investment advisory services are provided to clients.
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| domain | founded_year | HQ Location |
Platform offering business intelligence solutions that combine data and actionable analytics for clients
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| domain | founded_year | HQ Location |
Wealth management solutions are delivered for asset managers.
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Latest news on Edelman Financial Engines
Frequently Asked Questions about Edelman Financial Engines
When was Edelman Financial Engines founded?
Edelman Financial Engines was founded in 1986 and raised its 1st funding round 35 years after it was founded.
Where is Edelman Financial Engines located?
Edelman Financial Engines is headquartered in Fairfax, United States. It is registered at Fairfax, Virginia, United States.
Who is the current CEO of Edelman Financial Engines?
Larry Raffone is the current CEO of Edelman Financial Engines.
What does Edelman Financial Engines do?
Comprehensive financial planning and wealth management services are offered by Edelman Financial Engines. Personalized solutions in retirement planning, investment management, tax planning, insurance guidance, and estate planning are provided to clients. The company operates in the financial advisory sector, focusing on fiduciary advice and holistic approaches. Support is extended to both individual clients and employer-based programs. Advanced strategies and ongoing reviews are utilized to align plans with client goals and market conditions. Services are accessible through numerous locations across the United States and virtual meetings.
Who are the top competitors of Edelman Financial Engines?
Edelman Financial Engines's top competitors include Fidelity Investments, Investec and S&P Global.
What products or services does Edelman Financial Engines offer?
Edelman Financial Engines offers Financial Planning, Retirement Planning, Investment Management, Insurance Guidance, and 2 more products and services.
How many acquisitions has Edelman Financial Engines made?
Edelman Financial Engines has made 7 acquisitions, including Align Wealth Management, Edelman Financial Engines, and Erman Retirement Advisory.
Who are Edelman Financial Engines's investors?
Edelman Financial Engines has 4 investors. Key investors include Warburg Pincus, Lee Equity, Hellman & Friedman, and Sanders Morris.