Edelman Financial Engines

Overview

Edelman Financial Engines is a leading independent registered investment advisory firm in the U.S., specializing in financial planning, wealth management, and investment services. As of June 30, 2025, the firm manages $308 billion in client assets and serves 1.27 million clients. Formed in 2018 through the merger of Financial Engines and Edelman Financial Services, it combines advanced technology with human advisors to provide comprehensive financial solutions.

The firm offers a wide range of services, including holistic financial planning, personalized investment management, workplace retirement services, tax and estate optimization, and insurance strategies. Its approach integrates proprietary technology with dedicated advisor teams to ensure clients receive tailored advice that prioritizes their interests. With over 140 locations for in-person or virtual meetings, it emphasizes fiduciary responsibility and has been recognized as a top financial advisory firm for several years.

Basic Information

Contact Details

• Phone: +1 800-601-5957
• Website: edelmanfinancialengines.com
• LinkedIn: linkedin.com/company/edelman-financial-engines

Key Focus Areas & Initiatives

• IRAs
• Tax planning
• Roth IRA
• Wealth planning
• Insurance guidance
• 401k rollovers
• Retirement planning
• 401 rollovers
• Financial planning
• Investment management
• Estate planning
• Fiduciary services
• Consulting
• Digital wealth management
• Wealth transfer strategies
• Financial wellness
• Digital advice platforms
• Wealth transfer optimization
• Investment advice
• Personalized portfolios
• Financial security
• Financial planning & advisory services
• Digital wealth advisory
• Financial literacy
• Retirement solutions
• Retirement income planning
• Personalized asset allocation
• Independent advisory
• Managed account services
• Wealth management technology
• Portfolio optimization
• Market trend analysis
• Managed account platform
• Financial solutions
• Asset management
• Digital financial planning
• Tax-loss harvesting strategies
• Holistic advice
• Personalized investment strategies
• Tax-efficient strategies
• Financial guidance
• Client engagement
• Financial wellness programs
• Integrated wealth management
• Wealth preservation
• Financial education
• Retirement income optimization
• Financial innovation
• Financial planning software
• Fiduciary investment advice
• Digital financial advice
• Investment strategies
• Retirement readiness tools
• Financial strategy
• Retirement savings optimization
• Personalized wealth transfer
• Algorithmic portfolio construction
• Tax-efficient investing
• Financial literacy tools
• Customized investment portfolios

Technologies Used

• 3DEXPERIENCE Platform
• AI
• AMP
• AWS CloudFormation
• AWS SDK for JavaScript
• AWS Trusted Advisor
• Admin
• Adobe CQ
• Adobe Creative Suite
• Adobe Experience Manager
• Adobe Media Optimizer
• Akamai
• Akamai Connected Cloud (formerly Linode)
• Atlassian Cloud
• Azure AD Notifications
• Azure Active Directory B2C
• Bing Ads
• Cedexis Radar
• CyberArk
• DoubleClick
• DoubleClick Floodlight
• Excel4Apps
• Facebook Custom Audiences
• Facebook Login (Connect)
• Facebook Widget
• FederatedMedia
• Figma
• Five9
• Flashtalking
• Google Analytics
• Google Font API
• Google Maps
• Google Maps (Non Paid Users)
• Google Tag Manager
• Hotjar
• Infor ION
• Jobvite
• Lambda Cloud
• Linkedin Marketing Solutions
• Marketo
• Microsoft Active Directory Federation Services
• Microsoft Office 365
• Microsoft PowerPoint
• Mobile Friendly
• Okta
• Omniture (Adobe)
• OneTrust
• Open AdStream (Appnexus)
• Outlook
• Proofpoint Targeted Attack Protection For SaaS
• React
• Route 53
• SQL
• Salesforce
• Scene7
• Sendgrid
• SharePoint
• The Trade Desk
• TypeScript
• Vimeo
• WP Engine
• Walkme
• Yahoo Ad Manager Plus
• Yahoo Analytics
• YouTube
• Zycus Source-to-Pay

Affiliated Organizations & Regional Branches

• PRW Wealth Management, LLC
• Align Wealth Management
• Erman Retirement Advisory
• New England Pension Plan
• Soundmark Wealth Management, LLC