Formed in 2018 through the merger of Edelman Financial Services (founded by Ric Edelman) and Financial Engines (co-founded by Nobel laureate William F. Sharpe), the company combines personalized, planner-driven financial advice with advanced technology. Its mission is to make high-quality, objective financial guidance accessible to everyone. The firm offers a wide range of services including retirement planning, investment management, wealth management, and general financial planning for key life events.

Founded in

United States