Edelman Financial Engines

URI: https://gptkb.org/entity/Edelman_Financial_Engines
GPTKB entity
Statements (31)
Predicate Object
gptkbp:instanceOf gptkb:financial_planning_company
gptkbp:acquiredBy gptkb:Hellman_&_Friedman
gptkbp:AUM over $270 billion
gptkbp:awards Barron's Top 100 RIA Firms
gptkbp:CEO Larry Raffone
gptkbp:country gptkb:United_States
gptkbp:formedByMergerOf Financial Engines
Edelman Financial Services
gptkbp:foundedBy gptkb:Jeff_Maggioncalda
gptkb:Ric_Edelman
Larry Raffone
gptkbp:foundedYear 2018
gptkbp:headquartersLocation gptkb:Santa_Clara,_California
gptkb:Fairfax,_Virginia
gptkbp:industry financial services
gptkbp:notableClient individual investors
employers
retirement plan participants
gptkbp:numberOfEmployees over 1,500
gptkbp:numberOfLocations over 150
gptkbp:offersService retirement planning
wealth management
investment management
financial planning
gptkbp:parentCompany gptkb:Hellman_&_Friedman
gptkbp:stockSymbol not publicly traded
gptkbp:website https://www.edelmanfinancialengines.com/
gptkbp:bfsParent gptkb:Centerbridge_Partners
gptkb:Ontario_Teachers’_Pension_Plan_Board
gptkbp:bfsLayer 7
https://www.w3.org/2000/01/rdf-schema#label Edelman Financial Engines