M&A Deal Summary

Edelman Financial Engines Acquires Soundmark

On May 13, 2024, Edelman Financial Engines acquired business services company Soundmark

Acquisition Highlights
  • This is Edelman Financial Engines’ 4th transaction in the Business Services sector.
  • This is Edelman Financial Engines’ 9th transaction in the United States.
  • This is Edelman Financial Engines’ 1st transaction in Washington.

M&A Deal Summary
Date 2024-05-13
Target Soundmark
Sector Business Services
Buyer(s) Edelman Financial Engines
Deal Type Add-on Acquisition

Target

Soundmark

Kirkland, Washington, United States
Soundmark is an investment advisory firm. The company offers financial planning, building diversified portfolios using low-cost, tax-efficient, asset class, and index funds. Soundmark was founded in 2008 and is based in Kirkland, Washington.

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Buyer(S) 1

Buyer

Edelman Financial Engines

Santa Clara, California, United States
Category Company
Founded 1986
Sector Financial Services
Revenue 311M USD (2015)
DESCRIPTION

Edelman Financial Engines is a financial planning and investment management firm. Edelman Financial Engines was founded in 1986 and is based in Santa Clara, California.

DEAL STATS #
Overall 10 of 10
Sector (Business Services) 4 of 4
Type (Add-on Acquisition) 9 of 9
State (Washington) 1 of 1
Country (United States) 9 of 9
Year (2024) 1 of 1
PREVIOUS DEAL
DATE TARGET DEAL TYPE VALUE
2023-12-14 New England Pension Plan Systems

Providence, Rhode Island, United States

New England Pension Plan Systems is a national, full-service retirement-plan consulting firm offering various levels of advisory and consulting services to employee benefit plans and to the participants. New England Pension Plan Systems is based in Providence, Rhode Island.

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