Edelman Financial Engines is a leading independent financial advisory firm providing personalized wealth planning and investment advice. Serving over 1.3 million clients with $270 billion in assets under management, the company offers services including financial planning, investment management, retirement and estate planning. Recognized by Barron's as the top independent Registered Investment Advisor for six consecutive years, the firm is committed to acting in clients' best interests.
Recent Transactions involving Edelman Financial Engines
| Deal | Target | Platform | Buyer | Industry |
|---|---|---|---|---|
Edelman Financial Engines Acquires Soundmark Wealth Management |
Soundmark Wealth Management |
Edelman Financial Engines |
Investment Advisory | |
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