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Edelman Financial Engines
Fairfax, US · Delaware limited partnership · 5 known investors
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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
RB
Robert BlakleyExecutive 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 · 5
Foundation Capitallisted by Foundation CapitalPalo Alto · $250K – $15M
How we know: foundationcapital.com · Not right? Tell us
Glynn Capital Managementlisted by Glynn Capital ManagementMenlo Park
How we know: Glynn Capital Management's portfolio page · Not right? Tell us
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.
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In the news
Frequently 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 Foundation Capital, Glynn Capital Management, Hellman & Friedman, New Enterprise Associates (NEA), Warburg Pincus.
- Where is Edelman Financial Engines headquartered?
- Edelman Financial Engines is headquartered in Fairfax, US.