Edelman Financial Engines
edelmanfinancialengines.com
Asset Management & Funds
Financial Services
Wealth Management & Financial Advisors
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- United States · H-1B filings in 12 months: 21 · green card filings: 9
News
Edelman Financial Engines names Tina Wilson chief retirement officer
Wilson, a former Empower executive, takes charge as EFE unifies its workplace retirement businesses under one leader.
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Edelman Financial Engines Names Chief Retirement Officer
Also, Mercer Advisors appoints a chief platform officer, and EP Wealth expands its leadership team.
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Edelman Financial Engines Names Tina Wilson Chief Retirement Officer as Firm Accelerates Growth Strategy
BOSTON, September 23, 2026--Edelman Financial Engines (EFE), a leading wealth planning1 and workplace2 investment advisory firm, today announced the appointment of Tina Wilson as Chief Retirement Officer. Wilson will oversee the firm's Workplace, Retireme
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Edelman Financial Engines Names Tina Wilson Chief Retirement Officer as Firm Accelerates Growth Strategy
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Edelman Financial Engines Expands Access to Fiduciary Advice with Integrated Retirement Plan Solution for Small and Mid-Sized Businesses and Their Employees
BOSTON, September 09, 2026--Edelman Financial Engines (EFE), one of the nation's leading1 independent registered investment advisors, announced the launch of a new integrated, comprehensive workplace retirement solution for small and mid-sized business ow
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Edelman Financial Engines Expands Into Small Business
Edelman Financial Engines partnered with ADP to offer retirement plan advisory services to small and mid-sized businesses
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Edelman Financial Engines Expands Access to Fiduciary Advice with Integrated Retirement Plan Solution for Small and Mid-Sized Businesses and Their Employees
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Report
Edelman Financial Engines Expands Access to Fiduciary Advice with Integrated Retirement Plan Solution for Small and Mid-Sized Businesses and Their Employees
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Report
Edelman Financial Engines: $175 Million Planner Ownership Program Expands Equity To All Financial Advisors
Edelman Financial Engines (EFE), one of the nation's largest independent wealth management firms, announced a $175 million equity distribution to its financial planners as part of a firmwide ownership expansion initiative. The move extends equity particip
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People
Lawerence Raffone
Executive Officer, Director
Paul Koontz
Executive Officer
Raymond Sims
Executive Officer
Ralph Haberli
Executive Officer
Robert Blakley
Executive Officer
Lewis Antone
Executive Officer
Michael Martin
Director
David Yoffie
Director
Blake Grossman
Director
Joseph Grundfest
Director
Olena Berg-Lacy
Director
John Shoven
Director
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Offices
Where the company hires and what each office is for
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1
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Headquarters
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Sunnyvale
United States
HQ
Fairfax
United States
HQ
Financials
Total raised
$271.9M
Latest round
Venture - Series Unknown
Funding rounds
1
Funding rounds
| Round | Announced | Amount | |
|---|---|---|---|
| Venture - Series Unknown | 2016 | $271.9M | Details |