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EDELMAN FINANCIAL ENGINES INC

HQ - Boston

Summary

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

Deals Overview

Total Deals6

Valued Deals2

Total Value£ 2.57 B

Avg. Deal Size£ 1.28 B

Market Context

Senior Management

Larry Raffone
President and CEO
Ryan Christopher Parker
CEO
Jay Shah
CEO

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30 Apr 2018|United States|Asset Managers and Custodians

Target: EDELMAN FINANCIAL ENGINES INC

Bidder: HELLMAN & FRIEDMAN LLC

11 Service Providers

3 Target | 8 Bidder

7 Dealmakers

2 Target | 5 Bidder

£ 2.19 B

Value

13 Nov 2019|United States|Diversified Financials

Target: EF LEGACY SECURITIES LLC

Bidder: RETIREONE

2 Service Providers

1 Bidder | 1 Vendor

6 Dealmakers

3 Bidder | 3 Vendor

n/a

Value

15 Mar 2021|United States|Asset Managers and Custodians

Target: EDELMAN FINANCIAL ENGINES INC

Bidder: WARBURG PINCUS LLC

8 Service Providers

4 Target | 3 Bidder | 1 Vendor

46 Dealmakers

25 Target | 20 Bidder | 1 Vendor

n/a

Value

05 Nov 2015|United States|Financial Data and Systems

Target: THE MUTUAL FUND STORE

Bidder: EDELMAN FINANCIAL ENGINES INC

7 Service Providers

4 Bidder | 3 Vendor

4 Dealmakers

2 Bidder | 2 Vendor

£ 375 M

Value

13 May 2024|United States|Asset Managers and Custodians

Target: SOUNDMARK WEALTH MANAGEMENT

Bidder: EDELMAN FINANCIAL ENGINES INC

4 Service Providers

2 Target | 2 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

05 May 2025|United Kingdom|Asset Managers and Custodians

Target: CAHILL WEALTH MANAGEMENT

Bidder: EDELMAN FINANCIAL ENGINES INC

3 Service Providers

1 Target | 2 Bidder

7 Dealmakers

1 Target | 6 Bidder

n/a

Value