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Edelman Financial Engines Announces Investment From Warburg Pincus LLC

Mar 15, 2021•over 4 years ago
Boston

Description

Edelman Financial Engines (“the Company” or “firm”), the nation’s top independent financial planning and investment management firm, along with lead investor Hellman & Friedman, a premier private equity firm focused on making large-scale equity investments in high-quality growth businesses, today announced a strategic investment from Warburg Pincus, a preeminent global private equity firm focused on growth investing, which will become a minority equity owner and Michael Martin, Managing Director, will join the Company’s Board of Directors.

Company Information

Company

Edelman Financial Engines

Location

Boston, Massachusetts, United States

About

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors – not just the wealthy – deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisor, recognized by Barron’s1, with 150+ offices across the country and entrusted by more than 1.2 million clients to manage more than $260 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. For more information please visit www.EdelmanFinancialEngines.com.

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