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.