Edelman Financial Engines Information
Summary
Edelman Financial Engines is a private company that has been in the industry for 38 years. The company currently specializes in the Financial Services, Diversified Financial Services, Asset & Investment Management areas. The position of the President & CEO is occupied by Lawrence Raffone. Its headquarters is located at Sunnyvale, California, USA. The number of employees ranges from 1.0K to 5.0K. The annual revenue of Edelman Financial Engines varies between 25M and 100M. To connect with Edelman Financial Engines employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
1000-5000 employees
Specialties
Investment Management, Retirement Planning, Financial Planning, Tax Planning, 401(k), 401(k) Rollovers, Roth IRA, Estate Planning, Insurance Guidance, IRAs, Wealth Planning, Wealth Management, Fiduciary, RIA
SIC Code
6199, 6189
DMA Code
San Francisco Bay Area
Founded
1987
Estimated Annual Revenue
$25M - 100M
Operating Status
Independent Company
Contact Edelman Financial Engines
Organization Website
Social Links
Phone Number
888-443-8577, +1-617-556-2414
Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 1901 | Privately Held | 100 - 250 | 38.9M | $350K | |
| 1990 | Privately Held | 100 - 250 | 26.2M | $0 | |
| - | - | 25 - 100 | 5M | $350K | |
| 2019 | Privately Held | 100-200 | - | $- |
Employees Turnover 3 quarter 2025
Number of employees switched from or switched to
Current employees switched from
Ex-employees switched to
Length of Employment
