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Edelman Financial Engines, L.P. — Funding, Investors & Profile — Capbase

Private

Private securities offering disclosed via SEC Form D.

Other Banking and Financial Services

$0Source: [SEC]Total raised

UndisclosedSource: [SEC]Last valuation

Edelman Financial Engines, L.P. filed a Form D notice of exempt offering with the SEC.

1 rounds

1 round · latest Private placement (Form D), Jul 2026

No investors recorded yet for Edelman Financial Engines, L.P..

Leadership

Adam DurrettDirector · Director of the GPSince 2026Source: [SEC]

Blake KleinmanDirector · Director of the GPSince 2026Source: [SEC]

Edelman Financial Engines, L.P. has no recorded acquisitions.

Still private — no exit on record.

No diversity signals recorded yet for Edelman Financial Engines, L.P..

Data aggregated from SEC EDGAR, Wikidata, and community contributions. Spotted an error? Propose a change or report an issue.

Seed

Sector

Financial services