Company Overview
- Headquarters
- 28 State Street 21st Floor, Boston MA
- Website
- edelmanfinancialengines.com
- mr****@edelmanfinancialengines.com
- Phone
- (408) 498-6000
- Employees
- 1,328
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 52 CompaniesNAICS Code 5239 CompaniesNAICS Code 52393 CompaniesNAICS Code 523 Companies
- SIC Code
-
SIC Code 6211 CompaniesSIC Code 621 CompaniesSIC Code 62 Companies
Financials & Stats
Revenue
$786B
Who is Edelman Financial Services
Edelman Financial Engines is a leading independent wealth planning and workplace investment advisory firm based in Boston, Massachusetts. With over 1,183 employees, the company has established itself as a prominent force in the financial services industry, reporting annual revenue exceeding $1 billion. Edelman Financial Engines provides comprehensive financial planning and wealth management services to individuals and families. They offer personalized advice, investment strategies, and tools to help clients achieve their financial goals. The firm also delivers Employer Services, partnering with major employers across the United States to provide financial solutions and support to their employees throughout their careers. The company distinguishes itself through a unique blend of technology and personalized human interaction. Their sophisticated investment modeling tools, initially designed for institutional investors, are now accessible to individual clients. Edelman Financial Engines emphasizes a client-centric approach, believing in transparency and acting in the best interests of each client. Individuals seeking financial guidance can connect with Edelman Financial Engines through their website at edelmanfinancialengines.com.
Company Leadership
Edelman Financial Services Industry Tags
Edelman Financial Services Tech Stack
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