Portfolio Company · Operating Co.
EF

Edelman Financial Engines

Edelman Financial Engines
a portfolio company of
Hellman & Friedman
Status on record: Current
Investment year: 2018
PE Firm Index

Who owns Edelman Financial Engines?

Edelman Financial Engines is listed as a current portfolio company of Hellman & Friedman on Hellman & Friedman's own portfolio page. Hellman & Friedman has owned Edelman Financial Engines since 2018, per Hellman & Friedman's portfolio page.

Company Snapshot

Edelman Financial Engines is a Financial Services company. Its owner on record, Hellman & Friedman, is a leveraged buyout firm founded in 1984, headquartered in San Francisco, United States, with $107.5 billion under management. Hellman & Friedman lists at least 92 companies in the index, 16 of them in Financial Services.

Parent PE firmHellman & Friedman
Ownership statusCurrent
WebsiteNot on record

About the owner

Founded
1984
AUM
$107.5 billion
Strategy
Leveraged Buyout, Growth Capital
Target size
Typically multi-billion dollar transactions (e.g., $1.1B to $17B+ deal values)
Sectors
Financial Services, Healthcare Services, Software
Companies in the index
At least 92

Hellman & Friedman is a leading American private equity firm that specializes in leveraged buyouts and growth capital investments across a variety of core target industries.

Read the Hellman & Friedman profile

Questions about Edelman Financial Engines

Who owns Edelman Financial Engines?

Edelman Financial Engines is listed as a current portfolio company of Hellman & Friedman on Hellman & Friedman's own portfolio page. Hellman & Friedman has owned Edelman Financial Engines since 2018, per Hellman & Friedman's portfolio page.

What sector is Edelman Financial Engines in?

Edelman Financial Engines is in Financial Services. Classified from the owner's portfolio label.

Where is Hellman & Friedman headquartered?

Hellman & Friedman is headquartered in San Francisco, United States.

What else does Hellman & Friedman own in Financial Services?

Hellman & Friedman lists 15 other Financial Services companies in the index, including Allfunds S.A., Arch Capital Group, Artisan Partners Asset Management Inc., Franklin Resources, Inc. and Gartmore Investment Management Limited.

Sources

This profile is based on publicly available information and may be incomplete or outdated. PE Firm Index is not affiliated with Edelman Financial Engines and does not provide investment advice.

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