Edelman Financial Engines
Financial Services • 
Santa Clara, California, United States • 1001-2000 Employees
Company overview
| Headquarters | 3315 Scott Blvd, 4th Floor, Santa Clara, California 95054, US |
| Phone number | +18006015957 |
| Website | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Tax Planning, RIA, Wealth Management, Roth Ira, Retirement Planning, Fiduciary, Financial Planning, Estate Planning, 401(K), Investment Management, Wealth Planning, Iras, 401(K) Rollovers, Insurance Guidance |
| Founded | 1987 |
| Employees | 1001-2000 |
| Socials |
Key Contacts at Edelman Financial Engines
Edelman Financial Engines Email Formats
Edelman Financial Engines uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@edelmanfinancialengines.com), used 64.3% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@edelmanfinancialengines.com | 69.3% |
{first initial}.{last name} | j.doe@edelmanfinancialengines.com | 11.4% |
{first name}.{last name} | john.doe@edelmanfinancialengines.com | 7% |
{first name}{last name} | johndoe@edelmanfinancial.com | 3.9% |
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. 2024). 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.
Edelman Financial Engines revenue & valuation
| Annual revenue | $343,000,000 |
| Revenue per employee | $233,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $1,097,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 1001-2000
Seniority
Employees
Employees by Department
Edelman Financial Engines has 846 employees across 18 departments.
Departments
Number of employees
Edelman Financial Engines Tech Stack
Discover the technologies and tools that power Edelman Financial Engines's digital infrastructure, from frameworks to analytics platforms.
JavaScript frameworks
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Marketing automation
JavaScript libraries
Advertising
CDN
Security
Hong Kong
Spain
Frequently asked questions
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