Edelman Financial Engines was founded as Edelman Financial Services by Ric & Jean Edelman in 1986 and is based in Boston, MA. The firm has six offices, 1,578 employees, 1.3 million clients, 1.6 million accounts, & $308.0 billion assets under management. Edelman Financial Engines is led by its President Ralph Haberli. Edelman Financial Engines is privately owned. Its website can be found at www.EdelmanFinancialEngines.Com.
Historical Phases
This research addresses the key historical phases of Edelman Financial Engines, including:
- Independent Phase
- Sanders Morris Harris Group Phase
- Lee Equity Partners Phase
- Hellman & Friedman Phase
- Edelman Financial Engines Phase
- Strategic Alternatives Phase
Statistics
Its profile includes the key statistics of the firm, including its number of offices, employees, clients, accounts, & assets under management.
Businesses
Its profile includes detailed outlines of its core businesses, including:
- Wealth Planning
- Workplace
Organization & Ownership
And its profile concludes with the highlights of its organizational structure & ownership.
Disclosure: Tiburon's Managing Partner is a member of Edelman Financial Engines' board of directors.