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Edelman Financial Engines

Engaged employer

Technical skills needed - Portfolio Analyst Edelman Financial Engines Employee Review

4.0
2 Feb 2019
Recommend
CEO approval
Business outlook

Pros

Smart people applying technology to investment management. I am a sucker for that combination, and Financial Engines has that in its DNA.

Cons

The firm's original idea was providing institutional quality at low prices to everyday investors. Increasingly, they moved away from that original mission.

Explore other reviews about Edelman Financial Engines

5.0
5 June 2026
Recommend
CEO approval
Business outlook

Pros

Great firm if you are in to sales

Cons

Very high fee and the clients are not happy

4.0
23 June 2026
Recommend
CEO approval
Business outlook

Pros

- Great team from department head down - Collaboration is encouraged - Self-starter culture with good room for side projects - "See something, say something" approach allows questioning methodology without a feeling of personal attacks or "dumb questions" and enables team members to support each other in a safe environment - Work from home

Cons

- Executive leadership does not know what they want - Consistent turnover in C-Suite leads to departments acting like small internal companies rather than part of a larger system - Limited permission access for team members means that any absence or time-off can lead to a backlog of deployments

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