Edelman Financial Engines

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Description

Momentum by Edelman Financial Engines is a comprehensive workplace financial wellness platform that merges top-tier 401(k) investment advisory services with a wide array of integrated resources. This platform empowers employees to enhance their financial confidence through a variety of digital tools and educational materials, tailored communication strategies, and access to personalized counseling and planning. Momentum supports employees from their onboarding process all the way to retirement, focusing on four essential areas: online advice and managed account services for 401(k) investments, curated campaigns and specialized guidance for important personal and professional milestones, ongoing support for everyday financial inquiries as well as complex planning needs, and individualized experiences that cater to the unique requirements of diverse employee groups. Edelman Financial Engines is committed to helping everyone progress in their financial journeys, and Momentum exemplifies this mission. For more information about Momentum by Edelman Financial Engines, visit their website.

Additional Details

Lives Served
-
Company Size
1,415
Year Founded
1986
Funding
Not Provided

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