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Edelman Financial Engines Overview

Financial ServicesCompany

Is Edelman Financial Engines PE-backed?

Yes. Edelman Financial Engines is owned by private equity investors HarbourVest Partners, Hellman & Friedman and Warburg Pincus.

Was Edelman Financial Engines formerly PE-backed?

Yes. Edelman Financial Engines was formerly owned by 2 private investors.

Where is Edelman Financial Engines headquartered?

Edelman Financial Engines is headquartered in Boston, Massachusetts.

What is Edelman Financial Engines’ revenue?

Edelman Financial Engines disclosed revenue of 311M USD for 2015 and 281M USD for 2014.

What sector is Edelman Financial Engines in?

Edelman Financial Engines is a financial services company.

When was Edelman Financial Engines founded?

Edelman Financial Engines was founded in 1986.

Edelman Financial Engines

Edelman Financial Engines LLC

28 State St., 21st Floor,
Boston, Massachusetts 02109
United States,
(800) 601-5957
www.edelmanfinancialengines.com

Edelman Financial Engines is a financial planning and investment management firm. Edelman Financial Engines was founded in 1986 and is based in Boston, Massachusetts.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (1.8/yr) # 2 - 3 4 1 1 11
vol $560M $560M
Sell (0.0/yr) # 1 - - - - - 1
  12

Top M&A Advisors

Financial Deals
DBO Partners
 1
Legal Deals
Baker & McKenzie
 4
K&L Gates
 1

Company Summary

SECTOR

Financial Services

Revenue

311   11% 2015
281   19% 2014
238   29% 2013
185   2012
(millions of USD) Show More Show Less

Established

1986

Former Name

Financial Engines, Inc.


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