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.

Company Profile & Annual Report for Edelman Financial Engines

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Edelman Financial Engines Fast Facts

Revenue	Over $500 million    See Exact Annual Revenue
Employees	Over 1,000Exact Company Size
Primary Industry	52 Finance & Insurance
Address	3315 Scott Blvd 4th Floor, Santa Clara, CA 95054

Note: Revenues for privately held companies are statistical evaluations.


Edelman Financial Engines's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Edelman Financial Engines's annual revenues are Over $500 million (see exact revenue data)
• What industry is the company in?
  • Edelman Financial Engines is classified as operating in the Finance & Insurance industry, NAICS Code 52.

Edelman Financial Engines Annual Revenue and Growth Rate

Edelman Financial Engines	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	Over $500 million Details in Premium Report
2024
2023
2021
2020
2019

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

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

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

Edelman Financial Engines P&L	$ Millions
Revenue (Sales)
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 doesn't have any recent trademark applications, indicating Edelman Financial Engines is focusing on its existing business rather than expanding into new products and 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.

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	Headquarters	Revenue ($ MM)
SAGEWELL HEALTHCARE BENEFITS TRUST	Pittsburgh, PA	100
GOVERNMENT EMPLOYEES HEALTH ASSOCIATION	Lees Summit, MO	85
CENTRUM VALLEY HOLDINGS	Clarion, IA	69
CAPITOL FEDERAL FOUNDATION	Topeka, KS	48
CIGNA GROUP	Bloomfield, CT	40
JPMORGAN CHASE BANK NATIONAL ASSOCIATION	Jersey City, NJ	32
ELEVANCE HEALTH	Indianapolis, IN	30
FEDERAL NATIONAL MORTGAGE ASSOCIATION	Washington, DC	26
CITIGROUP	Stamford, CT	25

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	Headquarters	Revenue ($ MM)
EDELMAN FINANCIAL ENGINES	Santa Clara, CA	100
EHEALTH INSURANCE SERVICES	Santa Clara, CA	70
HANDLE FINANCIAL	Santa Clara, CA	22
BAY FEDERAL CREDIT UNION	Capitola, CA	19
ALLIANCE MEMBER SERVICES	Santa Cruz, CA	16
QUINTES ADMINISTRATIVE & INSURANCE SERVICES	Watsonville, CA	10

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.

Company	Revenue ($ MM)