Founded through the 2018 merger of Edelman Financial Services (founded by Ric Edelman) and Financial Engines (co-founded by Nobel laureate William F. Sharpe), Edelman Financial Engines has become a leader in the wealth management industry. The company's mission is to provide millions of Americans with access to high-quality, unbiased financial planning and investment advice. They serve a broad range of clients, from mass-affluent individuals to high-net-worth families, and are a major provider of advisory services for 401(k) and other workplace retirement plans.

Founded in

United States