Fundraising Fox

Edelman Financial Engines

Fairfax, US · Delaware limited partnership · 2 known investors

edelmanfinancialengines.com ↗

Edelman Financial Engines provides financial planning and wealth management services to individual and workplace retirement clients. The firm offers portfolio management, retirement and income planning, insurance review, tax strategy, and estate planning services.

Fintechin /edelman-financial-engines@edelmanfe

Founders & leadership

CR
Charles RoameDirector of the GP
FJ
Fred JacksonDirector of the GP
FE
Fredric EdelmanDirector of the GP
RH
Ralph HaberliExecutive Officer of the Issuer
JS
Jeffrey SteinDirector of the GP
BK
Blake KleinmanDirector of the GP
RB
Robert BlakleyExecutive Officer of the Issuer
RS
Ralph SchlossteinDirector of the GP
LR
Lawrence RaffoneDirector of the GP
AD
Adam DurrettDirector of the GP
LA
Lewis AntoneExecutive Officer of the Issuer

Investors · 2

Glynn Capital ManagementMenlo Park
Warburg PincusNew York

Reported raises · per SEC filings

Form D private placements
▶Undisclosed amountofferedJun 2026 · Other Banking and Financial Services
Rule 506(b)
Edelman Financial Engines Review 2026: Pros, Cons and How It Compares - NerdWalletnerdwallet.com · May 2026Edelman Financial Engines Launches Transformative Firmwide Planner Ownership Programfinance.yahoo.com · Mar 2026
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
Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

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