• Area of Focus: Financial Services
  • Geography: Americas
  • Stage: Growth
  • Investment Year: 2021
  • Website Link

Edelman Financial Engines

Headquartered in Santa Clara, CA, Edelman Financial Engines, LLC (“EFE”) is a leading provider of independent investment advisory services in the US. The company operates in two segments: Workplace and Retail. In the Workplace business, EFE provides an automated managed account solution to employer-sponsored 401(k) plans. In the Retail business, EFE provides fee-based, holistic financial planning and investment management services to mass affluent customers.