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Edelman Financial Engines

Engaged employer

Challenging times ahead - Anonymous employee Edelman Financial Engines Employee Review

2.0
8 Dec 2017
Anonymous employee
Recommend
CEO approval
Business outlook

Pros

Good benefits. Unlimited PTO policy. Nice office space across all locations. Has some big name clients like AT&T, IBM, Microsoft, etc. and enjoys a strong reputation with employers. Still one of the good guys in an industry where people will do anything to get more commission.

Cons

Definitely not the company it was under former CEO Jeff Mag. Has been steadily losing out to competition. Leadership in most departments is completely missing. There are innovations in small pockets within the company but most of that is ground up and happens mainly during hackathons. The company lacks personality and a true north star. They paid a lot of money to acquire Mutual Fund Store in the hopes of having a retail offering but that hasn't been that much of a success. In general it is hard to make out where the company is headed over the next 5 years.

Explore other reviews about Edelman Financial Engines

5.0
5 Jun 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 Jun 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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