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Edelman Financial Engines Logo
Edelman Financial Engines Growth Score
63
CB Rank
150838
Heat Score
57
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Acquired by
Lee Equity Partners Logo
Lee Equity Partners
Founded
obfuscation
PrivatePrivate Equity Boston, Massachusetts, United States1001-5000 www.edelmanfinancialengines.com/
Consulting
Financial Services
Personal Finance
Retirement
Overview

Edelman Financial Engines
Growth Score
63
Heat Score
57

Growth Score63
-11 pts
in past quarter
Heat Score 57
-3 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About Edelman Financial Engines

CB Rank
150838
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Acquired by
Lee Equity Partners Logo
Lee Equity Partners
Founded
obfuscation
PrivatePrivate Equity Boston, Massachusetts, United States1001-5000 www.edelmanfinancialengines.com/
Consulting
Financial Services
Personal Finance
Retirement

Funding Rounds

Private Equity
OBF
in
obfuscation

Key People

  • Photo of Jeff Suarez
    Jeff Suarez: Vice President, Head of Retail Engineering
    Past Role: Curata, Vice President, Engineering
  • Photo of Blake Kleinman
    Blake Kleinman: Chairman
    Past Role: Morgan Stanley, Analyst

Details

Legal Name Edelman Financial Engines, LLC.
Operating Status Active
Company Type For Profit
Founders  Ric Edelman
About the Company
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Phone Number +1-617-556-2414
Contact Email jvining@financialengines.com
Predictions & Insights

Growth Insight

See this Growth Insight
Edelman Financial Engines is
Lorem
 to be growing
Top Contributing Factors
Merger or Acquisition

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Financial Planning
A service that reviews a client's financial situation, sets personalized goals, and provides ongoing plan reviews to align with life changes and market conditions.
Retirement Planning
A service that helps clients map out retirement goals, plan income withdrawals, and protect assets for wealth transfer.

Unlock More with Crunchbase Pro
  • Full access to financial & funding data on unlimited profiles
  • Export up to 2k results/month for analysis
  • Track market signals on competitors, products, and R&D
  • Preview private company insights and predictions
Financials

Company Funding

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - Edelman Financial Engines Logo
Private Equity Round - Edelman Financial Engines
1
obfuscation
Warburg PincusPrivate Equity
obfuscation
Private Equity Round - Edelman Financial Engines Logo
Private Equity Round - Edelman Financial Engines
1
obfuscation
Warburg PincusPrivate Equity
obfuscation
Private Equity Round - Edelman Financial Engines Logo
Private Equity Round - Edelman Financial Engines
1
obfuscation
Warburg PincusPrivate Equity
obfuscation
Private Equity Round - Edelman Financial Engines Logo
Private Equity Round - Edelman Financial Engines
1
obfuscation
Warburg PincusPrivate Equity
obfuscation
Private Equity Round - Edelman Financial Engines Logo
Private Equity Round - Edelman Financial Engines
1
obfuscation
Warburg PincusPrivate Equity

Funding Rounds

Number of Funding Rounds 1
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - Edelman Financial Engines Logo
Private Equity Round - Edelman Financial Engines
1
obfuscation
Warburg PincusPrivate Equity
obfuscation
Private Equity Round - Edelman Financial Engines Logo
Private Equity Round - Edelman Financial Engines
1
obfuscation
Warburg PincusPrivate Equity
obfuscation
Private Equity Round - Edelman Financial Engines Logo
Private Equity Round - Edelman Financial Engines
1
obfuscation
Warburg PincusPrivate Equity
obfuscation
Private Equity Round - Edelman Financial Engines Logo
Private Equity Round - Edelman Financial Engines
1
obfuscation
Warburg PincusPrivate Equity
obfuscation
Private Equity Round - Edelman Financial Engines Logo
Private Equity Round - Edelman Financial Engines
1
obfuscation
Warburg PincusPrivate Equity

Investors

Investments

Number of Acquisitions 10

Investment Breakdown

Number of Acquisitions 10

M&A Details

Edelman Financial Engines was acquired by Lee Equity Partners for
obfuscation
on
obfuscation
. This deal was done in Cash.
Transaction Name 
Edelman Financial Engines acquired by Lee Equity Partners Logo
Edelman Financial Engines acquired by Lee Equity Partners
Acquired by 
Lee Equity Partners Logo
Lee Equity Partners
Announced Date 
obfuscation
Price 
obfuscation
Market Intelligence
People
View Profiles & Contacts
Headcount 1001-5000 Employee Profiles 18 Board Members and Advisors 4 Contacts 1,308

Employee Profiles

Board Members and Advisors

News

News and Press

News•May 21, 2026
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News•Mar 17, 2026
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News•Mar 16, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Jan 22, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

598,523
287.98%
 in past month

IT Spend

$78.6MThis year, Edelman Financial Engines is projected to spend $78.6M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Disruptive Technologies Logo
Disruptive Technologies
100
Charge Back Logo
Charge Back
100
Enterprise Wearables Logo
Enterprise Wearables
100

Actively Used Products

31Edelman Financial Engines uses 31 technology products and services including HTML5, Akamai Intelligent Platform, and  Vimeo, according to G2 Stack.

Active Website Tech Count

59Edelman Financial Engines is actively using 59 technologies for its website, according to BuiltWith. These include DNSSEC, LetsEncrypt, and  Cloudflare CDN.
Sub-Organizations

Sub-Organizations

Number of Sub-Orgs 1
Which industries do these Sub-Organization operate in?
New England Pension Plan Systems Logo
New England Pension Plan SystemsSubsidiary
Frequently Asked Questions

Where is Edelman Financial Engines's headquarters? Edelman Financial Engines is located in Boston, Massachusetts, United States.Who invested in Edelman Financial Engines? Edelman Financial Engines is funded by Warburg Pincus.When was the last funding round for Edelman Financial Engines? Edelman Financial Engines closed its last funding round on
obfuscation
from a Private Equity round.Who are Edelman Financial Engines's competitors? Alternatives and possible competitors to Edelman Financial Engines may include Betterment, Charles Schwab, and  Facet.
Who We Are
What We Do
Helpful Links
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