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Edelman Financial Engines
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 MediumHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Boston, Massachusetts, United States Founded 1986 1001-5000 employees For Profit
Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.
Edelman Financial Engines was acquired by Lee Equity Partners in 2012 for $265M.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
10
Monthly Visits
Available in Pro Contacts
1,320
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 61
- Active products
- 31
- IT spend
- $50M
Company Info
- Founded
- 1986
- Employees
- 1001-5000
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- Founders
- 1
- Sub-organizations
- 1
- News articles
- 89
- HQ
- Boston, Massachusetts, United States
- Region
- Greater Boston Area, East Coast, New England
- Exit date
- Apr 16, 2012
Signals & Scores
- Heat score
- Medium
- Growth score
- Low
- Trend (7d)
- -0.4
- Trend (30d)
- -0.5
- Trend (90d)
- -0.5
- Last leadership hire
- Jun 1, 2026
Acquisitions by Edelman Financial Engines
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Key People at Edelman Financial Engines
Executive Vice President and Head of Workplace
SVP, Head of Retail Marketing
Chief Investment Officer, EVP Investment Management
Vice President, Head of Retail Engineering
Senior Vice President, Head of Planner Growth
SVP, Head of Data and Analytics
Chief Financial Officer
Senior Vice President, Wealth Client
Communication Manager
Cloud (Cyber) Security Architect
Senior Vice President, Wealth Strategy
CEO
Executive Vice President and Chief Financial Officer
Contract Graphic Designer
1,320
professional contacts at Edelman Financial Engines
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