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Edelman Financial Engines

https://www.edelmanfinancialengines.com/

Last activity: 11.09.2025

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Categories: BusinessE-commerceFinTechManagementPersonalPlanningProviderRetirementServiceWorkplace

We were founded in 1996 to help people just like you, and hundreds of Fortune 500 companies use our workplace solutions to help their employees with personalized financial guidance. We provide objective, fee-based advice and asset management, with an aim to help you build a better financial future, plain and simple.

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Location: United States, California, Sunnyvale

Employees: 1001-5000

Phone: +1 888-752-6742

Founded date: 1987

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Investors 3

Date	Name	Website
17.07.2021	HarbourVes...	harbourves...
21.11.2020	Glynn Capi...	glynncapit...
-	Warburg Pi...	warburgpin...

Mentions in press and media 21

Date	Title	Description
12.09.2025	Advisor.com Secures $9M for AI-Powered Financial Future	Advisor.com recently secured $9 million in seed funding. This significant investment fuels its AI-driven platform. The company connects diverse investors with vetted fiduciary financial advisors. Funds will accelerate robust customer acquis...
11.09.2025	Advisor.com: $9 Million Secured For Expanding AI-Based Financial Advice Platform	Advisor.com has secured $9 million in seed funding, a significant milestone that will accelerate its growth trajectory and enhance its innovative AI-driven financial advisor marketplace. This funding round was spearheaded by Walkabout Ventu...
23.06.2025	Here’s the salary Americans say they now need to earn to live comfortably	Nearly half of Americans surveyed said they need to earn a six-figure income to live comfortably, according to a new Bankrate report. Altogether, the share of adults who feel less confident about their financial standing ticked higher in 20...
30.05.2025	Navigating the Financial Storm: Strategies for Recovery After Maycember	May is a whirlwind. It’s a month that brings the end of the school year, graduation celebrations, and a flurry of social events. It’s a time when expenses soar, and families feel the pinch. This phenomenon has been dubbed “Maycember,” a nod...
28.05.2025	‘Maycember’ is almost over — here’s how to recover financially after a string of end-of-school-year activities	“Maycember” is a month of mounting expenses as inflation helps drive up the cost of everything from graduation gifts to summer camps. Financial experts weigh in on the best ways to recover from a period of overspending. “Know that Maycember...
10.05.2025	ETF Edge America is failing its youngest investors, warns personal finance guru Ric Edelman	Ric Edelman says the U.S. is failing its younger generations on personal finance education: “We stink at it,” he told CNBC’s “ETF Edge.” Students are not provided with knowledge early enough in life and a get-rich-quick attitude is preventi...
15.01.2025	Colossal Raises $200M in Series C Funding	Colossal Biosciences, a Dallas, TX-based de-extinction company, raised $200M in Series C Funding. Backers included TWG Global. Other investors included USIT, Animal Capital, Breyer Capital, At One Ventures, In-Q-Tel, BOLD Capital, Peak 6, D...
23.08.2024	Business \| Supporting grown kids? How to land the financial helicopter	To help children become financially independent as adults, she says, “it’s important to help them with the mindset of making small sacrifices for something they want,” she says. For example, kids can earn an allowance by doing chores around...
09.03.2022	Women are underrepresented in investing — here are 4 ways we can close the gap and work toward equality	Advertisement Alyssa Powell/Insider Women are underrepresented in investing, both professionally and as general consumers. Women see larger long-term investing returns than men, as do companies with more equal workforces. Improving financia...
15.03.2021	Edelman Financial Engines Announces Investment From Warburg Pincus LLC	March 15th, 2021 BOSTON, Mass. Lead Investor Hellman & Friedman to Remain Majority Shareholder Warburg Pincus to Acquire Minority Ownership and Join Board Edelman Financial Engines (“the Company” or “firm”), the nation’s top indepen...
15.03.2021	WARBURG PINCUS TO ACQUIRE MINORITY STAKE IN EDELMAN FINANCIAL ENGINES AT A $7.3 BILLION VALUATION	WARBURG PINCUS TO ACQUIRE MINORITY STAKE IN EDELMAN FINANCIAL ENGINES AT A $7.3 BILLION VALUATION
23.02.2021	Majority of Working Americans are Optimistic About Their Financial Future, Even While Lacking Savings	SANTA CLARA, Calif.--(BUSINESS WIRE)--Feb 23, 2021-- New polling released today finds more than half (58%) of working Americans believe their financial situation will be better in the future. Younger (69%), Black (75%) and Hispanic (69%) wo...
04.06.2020	A financial adviser says there are 4 smart ways to grow your emergency fund — here's how they stack up	Take advantage of high-interest accounts to grow your emergency fund. Willie B. Thomas/Getty Redeem now Our experts answer readers' banking questions and write unbiased product reviews (here's how we assess banking products). In some cases,...
18.05.2020	Trillions In Stimulus. But What About Social Security?	For years I have urged you to demand that your members of Congress save Social Security. Prior to COVID-19, the Social Security Trustees report said the Social Security Trust Fund would be depleted by 2035, at which time all retirees will s...
13.08.2019	Aging Wealth Managers Head For Exits As Sale Prices Soar	By Xinyi Jiang, with analytics by Lana Vilner
-	89% of Americans say they do not consider themselves wealthy — here’s what stands in the way	Few Americans — even millionaires — feel confident about their financial standing. High costs and home prices and have made it harder to feel rich. Inflation is cooling and wages are rising. Yet, few Americans — including millionaires — fee...
-	Women are underrepresented in investing — here are 4 ways we can close the gap and work toward equality	Alyssa Powell/Insider JUMP TO Section Chevron icon It indicates an expandable section or menu, or sometimes previous / next navigation options. Women are underrepresented in investing What happens when we invest in girls and women Carving a...
-	Whatever happens with TikTok, ‘finfluencers’ are here to stay. Here’s how to vet money advice on social media	TikTok came back online for users after Trump issued an executive order to pause the ban. While the long-term fate of the app remains uncertain, “financial influencers” are directing followers to other platforms. Here’s what consumers need ...
-	Millennials reimagine retirement: ‘The end game might not be ... sitting on my Adirondack chair’	More than one-third, or 37%, of Americans want a retirement that looks different from previous generations, a recent report found. Younger generations are increasingly shunning retirement stereotypes of the past, where stability and relaxat...
-	The biggest worry for wealthy Americans in 2024 is not inflation: report	More On: millionaires I’m a millionaire, here’s the one thing all rich people do with their money Youtube star MrBeast rejects Elon Musk’s bid for him to upload videos to X Millionaire abducted by 15 men disguised as cops found on streets i...
-	27% of adults have taken bad money advice from TikTok — here’s why so many people get duped	Financial TikTok, also known as #FinTok, is now one of the most popular sources for financial information, tips and advice, particularly among Gen Z. But more than a quarter of social media users have fallen for financial advice or informat...

Edelman Financial Engines

Investors 3

Mentions in press and media 21

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