Edelman Financial Engines Acquires Smart Investor
August 1, 2022
Edelman Financial Engines (EFE) has acquired Smart Investor, a fiduciary Registered Investment Advisor headquartered in Roseville, California. The deal closed Aug. 1, 2022 and brings Smart Investor’s ~$680 million in assets under management and advisor team into EFE, expanding EFE’s presence in Northern California and bolstering its small retirement-plan capabilities for small businesses.
- Buyers
- Edelman Financial Engines
- Targets
- Smart Investor
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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