Edelman Financial Engines
Edelman Financial Engines is an American financial planning and investment advisory company. As of March 2021, it has $291 billion in assets and more than 1.3 million clients. The company was formed by the 2018 merger of Financial Engines (founded in 1996) and Edelman Financial Services (founded in 1986).
| Formerly | Edelman Financial Services Financial Engines |
|---|---|
| Company type | Private |
| Industry | Financial services |
| Founded | 1986 |
| Headquarters | Santa Clara, California |
Number of locations | 150 (2021) |
Key people | Jay Shah (CEO) |
| AUM | US$291 billion |
Number of employees | 1,500 (2020) |
| Website | edelmanfinancialengines |
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