Company profile
Edelman Financial Engines
We believe everyone deserves to move their financial life forward.
- Industry
- Financial Services
- Employees
- 1,587
- Headquarters
- Santa Clara, California
- Founded
- 1987
- LinkedIn followers
- 40,232
- Office locations
- 6
Edelman Financial Engines company summary
Edelman Financial Engines is a company in the Financial Services industry, headquartered in Santa Clara, California, founded in 1987. On LinkedIn the company has around 1,587 employees and 40,232 followers. Warmrank detected 27 technologies across 18 categories on edelmanfinancialengines.com, including Adobe, Adobe Experience Manager, Amazon Web Services. The company lists 6 office locations. Its listed specialties include Investment Management, Retirement Planning, Financial Planning, Tax Planning, 401(k).
What technology does Edelman Financial Engines use?
Warmrank detected 27 technologies on edelmanfinancialengines.com, last checked July 2026. Click any tool to see other companies that use it.
DocuSign
Open Graph
Microsoft Advertising
MountainAnalytics
Google Analytics
Linkedin Insight TagArtificial Intelligence
AnthropicCDN
jsDelivr
Adobe Experience ManagerCookie compliance
OneTrustCRM
Salesforce
SendgridJavaScript libraries
jQueryMarketing automation
Salesforce Marketing Cloud Account Engagement
Amazon Web ServicesProgramming languages
JavaSecurity
SSL/TLS certificate authorities
DigiCertShow 3 more technologiesShow fewer technologies
Google Tag Manager
YouTube
Microsoft 365About 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.
Specialties
Where is Edelman Financial Engines located?
Edelman Financial Engines lists 6 office locations.
Compare companies similar to Edelman Financial Engines
More companies in Financial Services.
| Company | Industry | Employees | Founded | Headquarters |
|---|---|---|---|---|
Edelman Financial Engines edelmanfinancialengines.com | Financial Services | 1,587 | 1987 | Santa Clara, California |
 JPMorganChase jpmorganchase.com | Financial Services | 235,149 | - | New York, NY, US |
 Neovest jpmorgan.com | Financial Services | 85,869 | - | New York, NY |
 Goldman Sachs goldmansachs.com | Financial Services | 65,450 | - | New York, New York |
 Nubank nubank.com.br | Financial Services | 13,424 | - | São Paulo, SP |
 Citi citigroup.com | Financial Services | 189,594 | 1812 | New York, New York, US |
 Morgan Stanley morganstanley.com | Financial Services | 102,243 | - | New York, NY |
 American Express americanexpress.com | Financial Services | 96,853 | - | New York, NY, US |
 Deutsche Bank db.com | Financial Services | 82,282 | 1870 | Frankfurt am Main, Hessen |
 Wells Fargo wellsfargo.com | Financial Services | 240,197 | - | San Francisco, California, US |
 BlackRock blackrock.com | Financial Services | 34,152 | 1988 | New York, NY |
Frequently asked questions about Edelman Financial Engines
What does Edelman Financial Engines do?
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.
What technology does Edelman Financial Engines use?
Warmrank detected 27 technologies on edelmanfinancialengines.com, including Adobe, Adobe Experience Manager, Amazon Web Services, Anthropic, Atlassian, DigiCert, DocuSign, Facebook.
How many employees does Edelman Financial Engines have?
Edelman Financial Engines has around 1,587 employees on LinkedIn.
Where is Edelman Financial Engines headquartered?
Edelman Financial Engines is headquartered in Santa Clara, California.
Where does Edelman Financial Engines have offices?
Edelman Financial Engines lists 6 office locations, including Santa Clara, California, US; Bangalore, Karnataka, IN; Boston, Massachusetts, US; Fairfax, VA, US; Overland Park, Kansas, US.
When was Edelman Financial Engines founded?
Edelman Financial Engines was founded in 1987.
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