Edelman Financial Engines
Fairfax, US · Delaware limited partnership · 3 known investors
Find your way into Edelman Financial Engines
355 people in our graph share verified history with the Edelman Financial Engines team — schools, employers, funds. One of them is your warm intro.
Peter Saperstoneunlockedknows Robert Blakley · together at Fidelity Investments (overlapped)
×6knows the team · via Fidelity Investments
×3knows the team · via University of Colorado Boulder - Leeds School of Business
knows the team · via Financial Engines
knows the team · via Janus Capital Group
Edelman Financial Engines is an independent financial advisory firm providing fiduciary financial planning, investment management, insurance guidance, tax strategy, and estate/legacy planning to individual wealth and workplace retirement clients. It serves clients through 145+ U.S. locations and virtual meetings, managing client assets across retirement, income, and asset-protection needs.
Founders & leadership
FE
Fredric EdelmanDirector of the GP
RH
Ralph HaberliinExecutive Officer of the Issuer
RB
Robert BlakleyinExecutive Officer of the IssuerExecutive officer at Edelman Financial Engines with experience in strategic planning, financial systems, and accounting. Known for building teams and developing financial processes and controls.
LR
Lawrence RaffoneDirector of the GP
LA
Lewis AntoneExecutive Officer of the Issuer
Board
FJ
Fred JacksonDirector of the GP
JS
Jeffrey SteinDirector of the GP
BK
Blake KleinmanDirector of the GP
RS
Ralph SchlossteinDirector of the GP
AD
Adam DurrettDirector of the GP
CR
Charles RoameDirector of the GP
Investors · 3
Reported raises · per SEC filings
Form D private placements▶Undisclosed amountofferedJun 2026 · Other Banking and Financial ServicesRule 506(b)
▶Undisclosed amountofferedJun 2026 · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- Charles RoameDirector
- Fred JacksonDirector
- Fredric EdelmanDirector
- H&F Flight GP, LLCPromoter
- Ralph HaberliExecutive Officer
- Jeffrey SteinDirector
- Blake KleinmanDirector
- Robert BlakleyExecutive Officer
- Ralph SchlossteinDirector
- Lawrence RaffoneDirector
- Adam DurrettDirector
- Lewis AntoneExecutive Officer
- Incorporated
- Limited Partnership, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 8
by search overlap
SmartAsset11761 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Interactive Strength Acquires Ergatta9115 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.
Kiplinger7964 shared keywordsKiplinger is a personal finance and investment media publisher that provides editorial content and advice on investing, taxes, retirement planning, real estate and travel for individual consumers.
Intuit®7957 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.
Experian4460 shared keywordsExperian offers consumers tools to access their credit report and FICO Score, build credit, and manage money, including credit card matching, bill and subscription negotiation, car insurance comparison, and a digital checking account with debit card. It serves individual U.S. consumers through its app and financial products.
Vanguard4076 shared keywordsVanguard offers investment products, savings and retirement tools, and personalized financial advice to help individuals build long-term wealth. It operates in the investment management and financial services industry.
AARP3838 shared keywordsAARP Services is the commercial arm of AARP that connects companies with the 50+ population through brand licensing, marketing, audience data, and innovation services. It helps organizations develop and market products and services tailored to aging consumers while leveraging AARP's trusted brand and member insights.
Jackson Hewitt3755 shared keywordsJackson Hewitt is a tax preparation company offering in-person and year-round tax filing, amendments, refund tracking, and IRS tax resolution services for individual consumers across the United States. It operates through franchised local offices, including locations inside Walmart stores, and also offers franchise ownership and business acquisition options.
Companies competing with Edelman Financial Engines for the same Google search keywords, organic and paid, via search-intersection analysis.
In the news
Edelman Financial Engines Review 2026: Pros, Cons and How It Compares - NerdWalletnerdwallet.com · May 2026Frequently asked questions
- What does Edelman Financial Engines do?
- Edelman Financial Engines is an independent financial advisory firm providing fiduciary financial planning, investment management, insurance guidance, tax strategy, and estate/legacy planning to individual wealth and workplace retirement clients. It serves clients through 145+ U.S. locations and virtual meetings, managing client assets across retirement, income, and asset-protection needs.
- Who founded Edelman Financial Engines?
- Edelman Financial Engines was founded by Fredric Edelman.
- Who are Edelman Financial Engines's investors?
- Edelman Financial Engines's investors include Glynn Capital Management, New Enterprise Associates (NEA), Warburg Pincus.
- Where is Edelman Financial Engines headquartered?
- Edelman Financial Engines is headquartered in Fairfax, US.