E

Edelman Financial Engines

1340 employees

Edelman Financial Engines specializes in services concerning financial planning, retirement planning, personal finance and consulting.

Investor insights

Sectors invested in

Demand Management1
AMI1
Municipal & Cooperative Utilities1
Grid Optimization/DA1
Wireless1
Energy1
Electronics1
Smart Metering1
Energy Conservation1
Smart Grid1
Load Control1
Customer Service1
Water1
Power Grid1

Funding rounds participated in

$6.6M sweet spot round size

Most of their 2 investments are in rounds between $5M and $8.1M

Basic info

Industry

financial services

Sectors

Consulting
Financial Planning
Retirement Planning
401k Rollovers
Retirement
Financial Services
Personal Finance
IRAs
Investment Management

Date founded

1987

Investments made

T

Tanta raised $8.1M on December 8, 2005

Investors: Altira Group and Edelman Financial Engines

U

Undisclosed raised $5M on October 18, 2005

Investors: Edelman Financial Engines

Funding rounds raised

E

Edelman Financial Engines raised undisclosed on March 15, 2021

Investors: Warburg Pincus LLC

FAQ