Company Information

Get to know Edelman Financial Engines

Formed in 2018 through the merger of Edelman Financial Services (founded by Ric Edelman) and Financial Engines (co-founded by Nobel laureate William F. Sharpe), the company combines personalized, planner-driven financial advice with advanced technology. Its mission is to make high-quality, objective financial guidance accessible to everyone. The firm offers a wide range of services including retirement planning, investment management, wealth management, and general financial planning for key life events.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Edelman Financial Engines

United States

Founded in

1987 (39 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.