Edelman Financial Engines Tech Stack
Wealth management and workplace retirement advisory serving 1.3M+ clients
Edelman Financial Engines is a 1,000+ person wealth advisory firm with dual operating models: high-net-worth individuals through Wealth Management, and employees at enterprise clients through Employer Services (401k rollovers, retirement planning). The tech stack reveals a services business modernizing its delivery layer—TypeScript/React frontends on AWS Lambda infrastructure, Salesforce for client/employer relationship management, and heavy compliance machinery (Active Directory, Okta, CyberArk, SOC 2). Active hiring skews heavily toward finance and support operations (79 of 119 roles), with only 3 engineering headcount and minimal product velocity; this is a sales-and-advice-led org optimizing existing service delivery rather than building new platforms.
Tech Stack 31 technologies
What Edelman Financial Engines Is Building
◆Challenges
- Meeting engagement center metrics
- Retaining employer clients
- Improving advisor performance
- Maintaining soc2 compliance
- Reducing print production costs
- Ensuring system scalability and capacity
- Growing practice
- Meeting aggressive sales targets
- Asset retention
- Improving turnaround times
▲Active Projects
- Single page applications in typescript and react
- Infrastructure as code for aws lambda services
- Design processes and tools for portfolio management
- System scalability and capacity management
- Product rollouts
- Adoption of additional services
- Brand design system development
- Storyline development for employer clients
- Client retention strategy and content creation
- Azure ad sso and mfa implementation
Hiring Activity
Department
Seniority
Notable leadership hires: Creative Director, Team Lead, Financial Planning Director
