Edelman Financial Engines

Edelman Financial Engines is a prominent financial planning and investment management firm that provides personalized financial advice and portfolio management services. The company generates revenue through advisory fees based on assets under management and financial planning services. Founded in 1986 by Ric Edelman, it merged with Financial Engines in 2018, combining Edelman's client-centric approach with Financial Engines' technology-driven investment solutions. This merger has positioned the firm as a leader in the financial advisory industry, serving both individual investors and workplace retirement plans.

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