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Company profile: Edelman Financial Engines

1.1 - Company Overview

Edelman Financial Engines Logo

Edelman Financial Engines

Headquarter: United States
Founded: 20XX🔒
Employees: 100-500🔒

Company description

  • Provider of online investment management and retirement account services for individuals, offering independent advisory services that do not earn commissions on investment recommendations and focused on making high-quality retirement help available to everyone regardless of how much money they have.

Products and services

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Key contacts

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Financial details

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1.2 - Competitors and similar companies to Edelman Financial Engines

Artivest Logo

Artivest

HQ: United States Website
  • Description: Provider of a digital platform connecting private investment managers and suitable investors to privately offered alternative investment funds, including top-quality private equity and hedge funds, providing access at lower investment minimums to opportunities typically available only at institutional minimum investment sizes.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Artivest company profile →
Deutsche Börse Logo

Deutsche Börse

HQ: Germany Website
  • Description: Provider of market infrastructure for global capital markets, including trading, clearing, and settlement; financial market data and analytics; index development and management; IT solutions and global IT services; fund management and administration; and collateral and liquidity management for investors, financial institutions, and companies.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Deutsche Börse company profile →
TownSquare Capital Logo

TownSquare Capital

HQ: United States Website
  • Description: Provider of portfolio management, trading, audit, and wealth management advisory services through a full-service investment and trading platform serving independent wealth advisers, institutions, high-net-worth individuals, family offices, accounting firms, and banks.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full TownSquare Capital company profile →
Cognitive Credit Logo

Cognitive Credit

HQ: United Kingdom Website
  • Description: Provider of data-driven credit analytics software and services for institutional credit investors, including a web app with detailed, accurate fundamentals for over 1,750 issuers, an API to integrate comprehensive fundamental credit market data, and data licenses for European and US High Yield and Investment Grade issuers. Features include dynamic credit models, analytical tools, and a transparent data extraction pipeline.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Cognitive Credit company profile →
Conifer Logo

Conifer

HQ: United States Website
  • Description: Provider of independent asset services with front-to-back capabilities across all asset classes for hedge funds, pensions, endowments, foundations, and funds of funds; serving over 200 clients worldwide with more than $100 billion in assets under administration.
  • Rationale: This competitor operates in a highly similar market segment with overlapping features.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
View full Conifer company profile →
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2.M&A buyers

2.1 Potential strategic acquirers in the sector

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2.2 - Strategic buyer groups for Edelman Financial Engines

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Buyer group 1: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 2: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Description: ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████ ████████
Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms

3.1 - Buyout funds investing in similar companies to Edelman Financial Engines

2.2 - Growth funds investing in similar companies to Edelman Financial Engines

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4 - Top valuation comps for Edelman Financial Engines

4.2 - Public trading comparable groups for Edelman Financial Engines

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4.3 - M&A Transactions similar to Edelman Financial Engines

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

About Edelman Financial Engines

What does Edelman Financial Engines do?

Edelman Financial Engines is a provider of online investment management and retirement account services for individuals, offering independent advisory services that do not earn commissions on investment recommendations and focused on making high-quality retirement help available to everyone regardless of how much money they have.

Who are Edelman Financial Engines's competitors?

Edelman Financial Engines's competitors and similar companies include Artivest, Deutsche Börse, TownSquare Capital, Cognitive Credit, and Conifer.

Where is Edelman Financial Engines headquartered?

Edelman Financial Engines is headquartered in United States.

How many employees does Edelman Financial Engines have?

Edelman Financial Engines has 1,000 employees 🔒.

When was Edelman Financial Engines founded?

Edelman Financial Engines was founded in 2010 🔒.

What sector and industry vertical is Edelman Financial Engines in?

Edelman Financial Engines is in the Enterprise Software 🔒 sector and industry

M&A Buyers & Acquirers for Edelman Financial Engines

Who are the top strategic acquirers in Edelman Financial Engines's sector and industry

Top strategic M&A buyers and acquirers in Edelman Financial Engines's sector include ████████, ██████████, ██████, ████████, and ██████████ 🔒.

Which M&A buyer groups are most relevant for Edelman Financial Engines?

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Financial Investors investing in Edelman Financial Engines's sector and industry vertical

Which are the top PE firms investing in Edelman Financial Engines's sector and industry vertical?

Top PE firms investing in Edelman Financial Engines's sector and industry vertical include ████████, ██████████, ████████, and ██████████ 🔒.

Who are the top buyout funds acquiring in Edelman Financial Engines's sector and industry vertical?

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Who are the top growth equity funds investing in companies in Edelman Financial Engines's sector and industry vertical?

Growth funds and venture capital funds investing in companies similar to Edelman Financial Engines include █████████, ██████████, ████████████, and ████████████ 🔒.

Valuation benchmarks of companies in Edelman Financial Engines's sector and industry

Which are the key public companies that are relevant trading comps benchmarks for Edelman Financial Engines?

The key public trading comparables and valuation benchmarks for Edelman Financial Engines include █████████, ██████████, ████████████, and ████████████ 🔒.

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What are recent M&A transactions in Edelman Financial Engines's sector and industry vertical?

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What are recent capital raises and funding rounds in Edelman Financial Engines's' sector and industry vertical?

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Ready to Find the Right Buyers?

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