What departments does Edelman Financial Engines have?

Edelman Financial Engines has employees across 11 departments including Information Security, Operations, Finance, Engineering, Accounting.

What is the largest department at Edelman Financial Engines?

The largest department at Edelman Financial Engines is Finance with 16 employees.

Where are Edelman Financial Engines employees located globally?

Edelman Financial Engines has employees across 3 continents and 4 countries including India, Poland, Portugal, United States Of America.

How has Edelman Financial Engines's team size changed over time?

Edelman Financial Engines's team has decreased from approximately 1.9K to 1.5K employees based on available data.

Edelman Financial Engines Employee Directory

Q: Who are Edelman Financial Engines's key employees and leadership?

Edelman Financial Engines's key employees include: Chief Investment Officer And Executive Vice President Of Investment Management: C. W., Chief Executive Officer: S. P., Cto Vice President Software Architecture: R. P., Chief Planning Officer: M. L., Chief Information Security Officer: A. T.

Financial ServicesCalifornia, United States1001-5000 Employees

Edelman Financial Engines is a financial services company headquartered in Santa Clara, California, with a workforce of about 1,001 to 5,000 employees. The firm provides wealth management and financial planning services, combining technology driven tools with personalized advisory support to help individual investors manage their financial lives. It also serves employers by offering a suite of personalized financial solutions to employees, spanning major life events from first paycheck to retirement. Founded more than 35 years ago, Edelman Financial Engines describes itself as an independent wealth planning and workplace investment advisory firm serving clients across the United States, with more than 1.3 million clients as of December 2024. The company operates within the financial services industry and maintains a website at edelmanfinancialengines.com.

Edelman Financial Engines Global Highlights

North America
1.8K

United States Of America
1.8K

Asia
57

India
57

Europe
2

Poland
1
Portugal
1

Edelman Financial Engines's Leadership

S. P.
Chief Executive Officer
Mobile Phone
Email
R. P.
Cto Vice President Software Architecture
Mobile Phone
Email
C. W.
Chief Investment Officer And Executive Vice President Of Investment Management
Mobile Phone
Email
M. L.
Chief Planning Officer
Mobile Phone
Email
A. T.
Chief Information Security Officer
Mobile Phone
Email
B. C.
Chief Information & Security Officer
Mobile Phone
Email
B. C.
Chief Operations Officer
Mobile Phone
Email
D. G.
Chief Financial Officer
Mobile Phone
Email

Edelman Financial Engines Employee Metrics

100%

50%

0%

2026

2025

Finance
Engineering
Analytics
Marketing
Operations
Other
Banking
Program & Project Management
Information Technology
Human Resources

Contact profiles from Edelman Financial Engines

Name

Title

Contact

Location

Last Update

P. W.
Sr Vice President, Financial Planning
Mobile Phone
Email
Oct 22, 2024
R. C.
Vice President Bus Management Consumer Marketing
Mobile Phone
Email
Oct 16, 2024
S. O. B.
Senior Vice President
Mobile Phone
Email
Oct 22, 2024
S. P.
Head Of Workplace Provider And Product Strategy
Mobile Phone
Email
Oct 23, 2024
T. B.
Senior Vice President
Mobile Phone
Email
Oct 22, 2024
V. P.
Senior Vice President, Client Operations
Mobile Phone
Email
Aug 28, 2026
W. K.
Senior Vice President Investments
Mobile Phone
Email
Oct 22, 2024
Y. G.
Vice-President
Mobile Phone
Email
Oct 18, 2024
J. P.
Director Of Consumer Pr And External Communications
Mobile Phone
Email
Jun 25, 2026
E. L.
Director, Financial Planning
Mobile Phone
Email
Aug 27, 2026

Frequently Asked Questions

What is Edelman Financial Engines known for?

Edelman Financial Engines was founded in 1987 and operates in the Financial Services industry. You can contact Edelman Financial Engines's main corporate office by phone at

+1-617-556-****

. Explore Edelman Financial Engines's company overview page for more information.

What is Edelman Financial Engines's most common email format?

Edelman Financial Engines employees' email format typically follows the pattern of FLast@edelmanfinancial.com. Trying to find reliable and up-to-date employee contact data? Find more Edelman Financial Engines email formats with LeadIQ.

How many employees does Edelman Financial Engines have currently?

Edelman Financial Engines has approximately 1.6K employees as of August 2026. These team members are located across 3 continents, including North America, Asia and Europe.

Who are Edelman Financial Engines's key employees and leadership?

As of August 2026, Edelman Financial Engines's key employees include:

Chief Executive Officer: S. P.
Cto Vice President Software Architecture: R. P.
Chief Investment Officer And Executive Vice President Of Investment Management: C. W.
Chief Planning Officer: M. L.
Chief Information Security Officer: A. T.

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Edelman Financial Engines Employee Directory

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