Edelman Financial Engines provides financial planning, wealth management, and investment management services, self-described as helping clients in various financial areas including retirement and tax planning.

Edelman Financial Engines

Mint Club offers a platform for creating and trading child tokens and NFTs based on ERC20 tokens.

Mint Club

Advizr provides financial planning software that connects progress toward financial goals with investment performance, helping clients achieve their financial objectives.

Advizr

Fidelity Investments provides digital experiences and cash management products to help individuals reach their financial goals. They offer personalized experiences, helpful tools, and prioritize account security. The company is committed to accessibility, inclusion, and diversity, working with employers to design benefit packages for a diverse workforce.

Metric
Company Name	Edelman Financial Engines	Mint Club	Advizr	Fidelity Investments
Symbol
MSH ID	COM:SOUNDMARKWEALTH	CLUB:MINT	COM:ADVIZR	COM:FIDELITY
Market	PRIVATE	PRIVATE	PRIVATE	PRIVATE
Sector	Financial Services & Finance	Technology	Financial Services & Finance	Financial Services & Finance
Industry	Financial Advisory Services	Financial Services & Finance	Financial Technology	Financial Services
Country	US	US	US	US
Stage
Employee Count				74.72K
Website	soundmarkwealth.com	mint.club	advizr.com	fidelity.com
LinkedIn				fidelity-investments
Founders

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Revenue (NTM)
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Revenue 2024
Revenue 2025
Revenue 2026

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Revenue Growth (LTM)
Revenue Growth (NTM)
Gross Profit Growth (LTM)
EBITDA Growth (LTM)
Net Income Growth (LTM)
14-Day Growth Score				48.25
28-Day Growth Score				35.34
90-Day Growth Score				45.24
365-Day Growth Score				78.73

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Gross Profit Margin
Operating Profit Margin
EBITDA Margin
Net Profit Margin
Return on Equity
Return on Assets
Return on Capital Employed

SOUN

COM:SOUNDMARKWEALTH

Edelman Financial Engines

Company Overview

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