Edelman Financial Engines
About Edelman Financial Engines
Edelman Financial Engines is a company founded in 2008 was acquired by Edelman Financial Engines in May 2024. It operates as a Financial & Investment. Edelman Financial Engines offers products and services including Financial Planning, Investment Management, Retirement Planning, Tax Planning, and Estate Planning. Edelman Financial Engines operates in a competitive market with competitors including Fidelity Investments, Morgan Stanley, Nordea, Investec and BNP Paribas, among others.
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Financial Services
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Social
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- Legal Name Edelman Financial Engines, Llc
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Acquired by
Edelman Financial Engines
(May 13, 2024)
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Products & Services of Edelman Financial Engines
Edelman Financial Engines offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Retirement Planning, Tax Planning, and Estate 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.
Comprehensive financial planning services are provided to help clients achieve their financial goals.
Investment portfolios are managed to align with clients' financial objectives and risk tolerance.
Strategies for retirement are developed to ensure financial security in later years.
Tax strategies are crafted to minimize liabilities and maximize financial efficiency.
Estate plans are created to preserve wealth and ensure smooth transitions for future generations.
Guidance on insurance options is offered to protect clients' financial interests.
Funding Insights of Edelman Financial Engines
| 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 |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
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Investors in Edelman Financial Engines
Edelman Financial Engines has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include Edelman Financial Engines. 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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Diversified investment management services are provided to clients.
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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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Startup ecosystems are ignited through strategic investments by Signite Partners.
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Venture capital is directed toward companies in multiple sectors.
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Venture capital is invested in cybersecurity, fintech, and AI startups.
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Investments & Acquisitions by Edelman Financial Engines
| 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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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Edelman Financial Engines
| 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 |
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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, Morgan Stanley, Nordea, Investec and BNP Paribas, 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 |
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Provider of brokerage accounts, retirement planning, wealth management, and trading platforms
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Wealth management, investment advisory, and financial services are provided.
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Nordea is recognized as a leading Nordic universal bank.
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Global banking, investment, and wealth management services are offered worldwide.
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Banking & financial service provider
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Diversified insurance and asset management services are offered globally.
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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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App based platform offering on demand delivery and ride-hailing services
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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 2008.
What does Edelman Financial Engines do?
Comprehensive financial planning, investment management, retirement planning, tax planning, estate planning, and insurance guidance are provided by Edelman Financial Engines. Services are tailored to assist clients in accumulating wealth, transitioning into retirement, and strengthening their legacy. Operating in the financial services sector, personalized solutions are crafted by tapping into in-house expertise to address complex financial needs across various life stages.
Who are the top competitors of Edelman Financial Engines?
Edelman Financial Engines's top competitors include Fidelity Investments, Investec and Aviva.
What products or services does Edelman Financial Engines offer?
Edelman Financial Engines offers Financial Planning, Investment Management, Retirement Planning, Tax Planning, and 2 more products and services.
Who are Edelman Financial Engines's investors?
Edelman Financial Engines has 1 investor. Key investors include Edelman Financial Engines.