Edelman Financial Engines offers financial planning, investment management, retirement planning, tax planning, and insurance guidance services. Self-described as a team-focused firm, it integrates various financial aspects for its clients.

Edelman Financial Engines

Viewport Meta

IPhone / Mobile Compatible

Domain Not Resolving

Google Tag Manager

Apple Mobile Web Clips Icon

HSTS

DNSSEC

Content Delivery Network

Organization Schema

Cloudflare CDN

Chief Information Security Officer

Andrew Tilli

Owner

Barb Lee

Vice President - Associate General Counsel

Brian Mcnamara

Senior Client Services Manager

Charlotte Babler

Chief Investment Officer, EVP Investment Management

Christopher Jones

Finance and Administration

Doug Moore

Chief Financial Officer - Retail Division

Drew Johnston

Chief Operations Officer and Chief Human Resources Officer

Joe Nedder

Jordan Grangard

President

Neil Dellacava

Michael E. Martin

Lawrence Raffone

Jeff Suarez

Vice President, Head of Retail Engineering

Isa Ciccotelli

Contract Graphic Designer

David Goldberg

SVP, Head of Data and Analytics

Lisa Johnston

SVP, Head of Retail Marketing

Kelly O’Donnell

Executive Vice President and Head of Workplace

Chief Executive Officer and President

Jay Shah

Chief Executive Officer

Rylee McGuire

Communication Manager

Northeastern US Acquired Companies With More Than 10 Employees

New England Companies With More Than 10 Employees (Top 10K)

United States Companies With More Than 500 Employees (Top 10K)

Consulting Acquired Companies With Less Than $1B in Revenue

Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.

Warburg Pincus

Private Equity Round - Edelman Financial Engines

Boston

Massachusetts

United States

North America

Edelman Financial Engines Marks Seventh Year as Top Independent RIA Firm by Barron’s

Edelman Financial Engines Releases New Report Analyzing 20 Years of 401(k) Managed Account Data, Innovation, and Trends

Sequoia Financial Group Hires Wealth Management Veteran Chris Thom as Chief Strategy and Partnerships Officer

Edelman Financial Engines Releases New Report Analyzing 20 Years of 401(k) Managed Account Data, Innovation ...

Edelman Financial Engines Acquires Soundmark Wealth Management

Edelman Financial Engines Recognized in America's Greatest Workplaces 2024 for Women Award by Newsweek

Edelman snaps up $453M investment advisory firm

Bitcoin to Reach $420K by Decade's End, Says Ric Edelman – Markets and Prices Bitcoin News

A service that includes creating a financial plan tailored to the client's goals, involving investments, taxes, estate planning, and insurance.

Strategies to help clients prepare for retirement, considering factors like timing, expenses, investment vehicles, and tax implications.

Customized investment strategies based on the client's time horizon, goals, risk preferences, and financial resources.

Forward-looking tax planning services to help clients understand tax implications of financial decisions and identify opportunities for tax optimization.

Guidance on planning for the distribution of assets to ensure clients' legacies are managed according to their wishes.

Assessment and planning for insurance needs to protect against financial risks and provide security.

South Africa

Africa

India

Asia

Kenya

Philippines

HTML5

Akamai Intelligent Platform

Vimeo

Google Fonts

Bootstrap

jQuery

Apache Server

Amazon Route 53

Modernizr

Amazon EC2

news_impact_assignment_basic

key_people

merger_acquisitions

network_dossier

public_peers

news_daily_refresh

news_processing_daily_refresh

news_impact_assignment_daily

news_processing_basic

legal

legal_dossier

bundesanzeiger

events_dossier

partnerships_market_presence_dossier

partnerships_market_presence

company_dossier

network

strategic_challenges

industry_trends

strategic_challenges_dossier

industry_trends_dossier

company_summary

events

network_mapping

transactions_dossier

swot_dossier

signals

financial_statements

crunchbase_trigger

crunchbase_profile

li_profile

financials_download_nd

private_financials

swot_analysis

financial_legal_advisories

company_structure

industry_analysis

financial_analysis

funding_rounds_analysis

regulatory_analysis

competition_analysis

news_impact_assignment_advanced

news_processing_advanced

news_advanced

purchaser_profile

network_onboarding

translate_crunchbase_fundingrounds

peers

customer_profile

news_basic

valuation

news impact assignment basic	general
public peers	general	Sep 24, 2024 4:12 PM	a0520582
news daily refresh	general
news processing daily refresh	general
news impact assignment daily	general
news processing basic	general
company summary	general
signals	general	Sep 24, 2024 4:12 PM	42655335
crunchbase trigger	general	Nov 22, 2024 7:44 AM	4c508d50
crunchbase profile	general	Nov 22, 2024 10:42 AM	145598c5
li profile	general
translate crunchbase fundingrounds	general	Nov 22, 2024 2:24 PM	f6fb57c5
peers	general	Sep 24, 2024 4:12 PM	48bc218c
news basic	general	Sep 24, 2024 4:12 PM	d61e18b3
bundesanzeiger	filings
financials download nd	financials
private financials	financials

COM:EDELMANFINANCIALENGINES

Edelman Financial Engines