Buyer
Edelman Financial Engines
401k rollover funnel; mass-affluent at scale.
Sector footprint
One company, every side of the market
WealthThis site
Edelman Financial Engines
401k rollover funnel; mass-affluent at scale.
Capability matrix
| Capability | Edelman Financial Engines |
|---|---|
| managed | ● |
| planning | ● |
Parent organization
Edelman Financial Engines
Founded
Not yet sourced
Scale
$290B AUM
Companies alongside it
Peers grouped as mega-ria — the nearest comparables in the same part of the market.