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Company Profiles: Revenue, Growth, Competition

EDELMAN FINANCIAL ENGINES Revenue, Growth & Competitor Profile

DBA Edelman Financial, L.P.
DBA THE EDELMAN FINANCIAL GROUP INC.
DBA EDELMAN FINANCIAL HOLDINGS I, LLC
DBA EDELMAN FINANCIAL SERVICES, LLC
DBA FINANCIAL ENGINES, INC.
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Company Awards

Big Fish
Big Fish
Brain Power (IP)
Patent/Trademark IP
 

Company Profile & Annual Report for Edelman Financial Engines

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Edelman Financial Engines Fast Facts

RevenueOver $500 million    See Exact Annual Revenue
EmployeesOver 1,000Exact Company Size
Primary Industry52 Finance & Insurance
Address3315 Scott Blvd 4th Floor,
Santa Clara, CA 95054

financialengines.com
Note: Revenues for privately held companies are statistical evaluations.


Edelman Financial Engines's annual revenues are over $500 million (see exact revenue data) and has over 1,000 employees. It is classified as operating in the Finance & Insurance industry.


Edelman Financial Engines's Annual Report & Profile shows critical firmographic facts:
  • What is the company's size? (Annual sales and employees)
  • What industry is the company in?

Edelman Financial Engines Annual Revenue and Growth Rate

Edelman Financial Engines Revenue Est.
($ Million)
Growth Rate (%)# Employees
2023 Details in Premium Report
2022
2021
2020
2019


1-Year Growth Rate:
3-Year Growth Rate (CAGR):
Premium Report

Note: Edelman Financial Engines's revenues are gauged from an analysis of company filings.



Edelman Financial Engines's Income Statement (based on Industry Averages)

$ Millions
(Industry Average)
Edelman Financial Engines Revenue (Sales) Edelman Financial Engines Premium Report
Cost of Goods Sold
Gross Profit

Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit
 


Trademark Applications

Trademark applications show the products and services that Edelman Financial Engines is developing and marketing. Edelman Financial Engines's new tradmarks suggest it is investing in R&D and marketing, while expanding into new products or markets. Trademarks may include brand names, product names, logos and slogans.

Trademark Date
EDELMAN FINANCIAL ENGINES OPTIMIZED PORTFOLIO SOLUTIONS
financial consultancy services in the nature of financial advice, analysis, education, and guidance; investment advisory services; investment management, planning, and advice services; financial analysis and research services; investment advisory services featuring the management of an account holder's investments to provide a periodic payment at a predetermined level to the account holder; providing information via a global computer network in the fields of finance, money management, financial planning, and financial investments; financial services, namely, financial planning, financial planning for retirement, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; financial services offered via a global computer network, namely, financial planning, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; financial planning services; financial investment for others in the fields of securities, mutual funds financial retirement trust management services; financial asset administration; financial asset management, namely, asset acquisition, asset utilization, and asset allocation services for others; fiduciary representative services; funds investment, namely, high-yield cash and liquid asset management
05/09/2023
EDELMAN FINANCIAL ENGINES TAX OPTIMIZED PORTFOLIO STRATEGIES
financial consultancy services in the nature of financial advice, analysis, education, and guidance; investment advisory services; investment management, planning, and advice services; financial analysis and research services; investment advisory services featuring the management of an account holder's investments to provide a periodic payment at a predetermined level to the account holder; providing information via a global computer network in the fields of finance, money management, financial planning, and financial investments; financial services, namely, financial planning, financial planning for retirement, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; financial services offered via a global computer network, namely, financial planning, financial investment analysis, financial portfolio analysis services, financial research, and financial consultations featuring recommendations for selecting specific financial instruments; financial planning services; financial investment for others in the fields of securities, mutual funds financial retirement trust management services; financial asset administration; financial asset management, namely, asset acquisition, asset utilization, and asset allocation services for others; fiduciary representative services; funds investment, namely, high-yield cash and liquid asset management
03/22/2023
ACCELERATING FINANCIAL CONFIDENCE. WITH EVERY EMPLOYEE. MOMENT BY MOMENT.
downloadable electronic newsletters in the fields of business, finance, investment, and money management; downloadable podcasts in the fields of mutual funds, personal finance, and financial planning and advice; downloadable software in the nature of a mobile application for providing investment account and portfolio information and statements, retirement goal information, investment activity and plan updates and information, and contact to a financial advisor
07/01/2022

See all trademarks and details in the Full Report.


Recession Risk

Determine whether Edelman Financial Engines grew or shrank during the last recession. This is useful in estimating the financial strength and credit risk of the company. Compare how recession-proof Edelman Financial Engines is relative to the industry overall. While a new recession may strike a particular industry, measuring the industry and company's robustness during the last recession estimates its ability to weather future recessions.



U.S. Industry Overview & Market Statistics:
Finance & Insurance

Publisher: AnythingResearch

  • Market Size
  • Growth Rate
  • 5-Year Market Forecast
  • Average Company Size & Growth
  • Salary & Compensation Benchmarks



Market Share of Edelman Financial Engines's Largest Competitors

A competitive analysis shows these companies are in the same general field as Edelman Financial Engines, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company HeadquartersRevenue ($ MM)
SAGEWELL HEALTHCARE BENEFITS TRUSTPittsburgh, PA100 
GOVERNMENT EMPLOYEES HEALTH ASSOCIATIONLees Summit, MO85 
CITY OF GARYGary, IN69 
CAPITOL FEDERAL FOUNDATIONTopeka, KS48 
CIGNA GROUPBloomfield, CT34 
JPMORGAN CHASE BANK NATIONAL ASSOCIATIONJersey City, NJ32 
ELEVANCE HEALTHIndianapolis, IN30 
FEDERAL NATIONAL MORTGAGE ASSOCIATIONWashington, DC24 
SOUTH DAKOTA BANKERS ASSOCIATIONPierre, SD23 




Nearby Competitors

These companies are similar in business line and location to Edelman Financial Engines. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company HeadquartersRevenue ($ MM)
EDELMAN FINANCIAL ENGINESSanta Clara, CA100 
EHEALTH INSURANCE SERVICESSanta Clara, CA70 
HANDLE FINANCIALSanta Clara, CA22 
BAY FEDERAL CREDIT UNIONCapitola, CA19 
ALLIANCE MEMBER SERVICESSanta Cruz, CA16 
QUINTES ADMINISTRATIVE & INSURANCE SERVICESWatsonville, CA10 




Future Competition: Edelman Financial Engines's Fastest Growing Competitors

These companies are in the same general field as Edelman Financial Engines and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

CompanyRevenue ($ MM)
Edelman Financial Engines Competitors