Edelman Financial Engines:
Servicing Retirement Plans & Building a Leading Fee-Based Financial Advisory Firm with a Growing National Presence

Recently Released!!!
Date Published: November 29, 2018
Summary PowerPoint Deck: 46 Slides

Reference PowerPoint Deck: 376 Slides

Edelman Financial Engines was founded by Joe Grundfest & Bill Sharpe in 1996. The firm has 442 employees, eight record keeper partners, 500 corporate clients, 8.3 million corporate client plan participants, $239 million revenues, $156.4 milion expenses, $44.9 pre-tax earnings, $55.8 million adjusted EBITDA, and $30 million net profits. Edelman Financial Engines is led by its Chairman Allen Thorpe & CEO Larry Raffone. Its web sites can be found at www.financialengines.com, www.edelmanfinancial.com, & www.ricedelman.com.

Financial Engine Edelman's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:
  • Introduction Phase
  • Restructuring Phase
  • Growth Phase
  • Initial Public Offering Phase
  • Retail Expansion Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, new accounts, lost accounts, net new accounts, assets under management & administration, assets under management, assets under administration, new client inflows, existing client inflows, inflows, outflows, cancellation, net flows, market appreciation, net new assets under management & administration, revenues, advisory revenues, interest & dividends, other revenues, cost of goods sold, gross profits, variable expenses, commissions & planner payouts, clearing & other variable expenses, variable expenses as share of revenues, gross margin, SG&A expenses, compensation, bonus earnout, communications & data processing, advertisting fees, occupancy fees (excluding depreciation), professional fees, legal fees & other settlements, other general & administrative costs, expenses, other operating expenses, selling, general, & administrative expenses, research & development expenses, depreciation & amortization expenses, operating income, adjusted EBITDA, EBITDA margin, interest, depreciation, amortization, intangible impairment, pre-tax income, taxes, and net profits (continuing operations), interest expenses, interest & investment income, other non-operating income (expenses), pre-tax earnings, income tax expenses, net profits, adjusted net profits, & net profits attributed to common shareholders.

Its profile includes detailed outlines of its core businesses, including:
  • Workplace Business (Financial Engines)
  • Retail Business (Edelman Financial Engines)
    • Edelman Financial Services
And its profile concludes with the highlights of its organizational structure & ownership.
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Disclosure:
Tiburon Strategic Advisors is an investor in Edelman Financial Engines and Tiburon's Managing Partner is a member of Edelman Financial Engines's board of directors.


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