AI Buyer Insights:

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● California Polytechnic State University, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

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● Synovus Bank, a Q2 Digital Banking customer evaluated Apiture Digital Banking

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● Ahold Delhaize USA, an Oracle Retail Merchandising customer evaluated SAP Retail Management

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● Florida State University, an Oracle PeopleSoft HCM customer evaluated Workday HCM

● Printpack, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● Habib Bank, an Finastra Misys FusionBanking Equation customer evaluated FIS Core Banking

● Indiana University, an Oracle PeopleSoft Global Payroll customer evaluated Workday Payroll

● Harvard University, an Oracle PeopleSoft HCM customer evaluated Oracle Cloud HCM

● Swedbank, a Temenos T24 customer evaluated Oracle Flexcube

● Hendrick Automotive, an Oracle NetSuite Procurement customer evaluated Coupa Procurement

● First Citizens Bank, a Fiserv Signature Bank Platform customer evaluated FIS Core Banking

● Travelers, an Exterro Zapproved ZDiscovery customer evaluated LexisNexis CounselLink

● Pacific Coast Producers, an Oracle JD Edwards EnterpriseOne customer evaluated SAP S/4HANA Cloud

● Cantor Fitzgerald, a Kyriba Treasury customer evaluated GTreasury

● Citigroup, a VestmarkONE customer evaluated BlackRock Aladdin Wealth

● Deutsche Rentenversicherung Bund, a SAP S/4 HANA HCM customer evaluated SAP SuccessFactors Employee Central

● Wayfair, a Korber HighJump WMS customer just evaluated Manhattan WMS

● City of Fresno, an Oracle PeopleSoft ERP customer evaluated Oracle Cloud ERP

● Michelin, an e2open customer evaluated Oracle Transportation Management

● Westpac NZ, an Infosys Finacle customer evaluated nCino Bank OS

● Albertsons, a Procurant One customer evaluated Oracle Procurement Cloud

● BDO Unibank, a Finastra Misys Opics customer evaluated ION IT2 Treasury

● Sunflower Bank, a Fiserv Signature Bank customer evaluated FIS Horizon

● First Horizon Bank, an nCino Loan Origination customer evaluated FIS Commercial Loan Servicing

● Hong Kong Polytechnic University (PolyU) , an Oracle E-Business Suite customer evaluated SAP S/4 HANA

● JLG Industries, an Oracle JD Edwards EnterpriseOne customer evaluated Oracle Cloud ERP

● ASGC Group, an Oracle E-Business Suite customer evaluated Oracle Cloud ERP

Edelman Financial Engines

3945 Freedom Cir #950,
Santa Clara, 95054, CA,
United States

https://www.edelmanfinancialengines.com/

1 833-752-6333

Banking and Financial Services

Edelman Financial Engines Technographics

Edelman Financial Engines Software Purchases and Digital Transformation Initiatives

Discover the latest software purchases and digital transformation initiatives being undertaken by Edelman Financial Engines and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 1514 Edelman Financial Engines employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.

During our research, we have identified that Edelman Financial Engines has purchased the following applications: Zoominfo Platform for Account Based Marketing in 2022, Microsoft Azure Cloud Services for Application Hosting and Computing Services in 2018, New Relic APM for Application Performance Management in 2019 and the related IT decision-makers and key stakeholders.

Our database provides customer insight and contextual information on which enterprise applications and software systems Edelman Financial Engines is running and its propensity to invest more and deepen its relationship with Zoominfo , Microsoft , Amazon Web Services (AWS) or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.

We have been analyzing Edelman Financial Engines revenues, which have grown to $450.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for Edelman Financial Engines intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.

Edelman Financial Engines Data, Technology Stack, and Enterprise Applications

CRM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
Zoominfo	Legacy	Zoominfo Platform	Account Based Marketing	CRM	n/a	2022	2022
			CRM	CRM		2005	2006
			Customer Experience	CRM		2021	2021
			Digital Advertising Platform	CRM		2020	2020
			Marketing Analytics	CRM		2019	2019
			Marketing Analytics	CRM		2020	2020
			Marketing Automation	CRM		2018	2018
			Marketing Automation	CRM		2021	2021
			Sales Automation, CRM, Sales Engagement	CRM		2021	2021

IaaS

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
Microsoft	Legacy	Microsoft Azure Cloud Services	Application Hosting and Computing Services	IaaS	n/a	2018	2018
			Application Hosting and Computing Services	IaaS		2018	2018
			Content Delivery Network	IaaS		2020	2020
			Content Delivery Network	IaaS		2020	2020
			Content Delivery Network	IaaS		2021	2021
			Data Warehouse Appliance	IaaS		2020	2020

ITSM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
New Relic	Legacy	New Relic APM	Application Performance Management	ITSM	n/a	2019	2019
			IT Service Management	ITSM		2021	2021

Collaboration

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Collaboration	Collaboration		2019	2019

HCM

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Core HR	HCM		2020	2020
			Employee Engagement	HCM		2022	2022
			Recruiting, Applicant Tracking System	HCM		2021	2021
			Volunteer Management	HCM		2025	2025

Analytics and BI

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Data Warehouse	Analytics and BI		2020	2020

Content Management

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Digital Signing	Content Management		2021	2021

ERP Financial Management

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			ERP Financial	ERP Financial Management		2007	2008

CyberSecurity

Vendor	Previous System	Application	Category	Market	VAR/SI	When	Live	Insight	Insight Source
			Identity and Access Management (IAM)	CyberSecurity		2021	2021
			Secure Email Gateways (SEGs)	CyberSecurity		2018	2018

IT Decision Makers and Key Stakeholders at Edelman Financial Engines

First Name	Last Name	Title	Function	Department	Email	Phone
No data found

Show All Contacts

Apps Being Evaluated by Edelman Financial Engines Executives

Date	Company	Status	Vendor	Product	Category	Market
No data found

FAQ - APPS RUN THE WORLD Edelman Financial Engines Technographics

Edelman Financial Engines is a Banking and Financial Services organization based in United States, with around 1514 employees and annual revenues of $450.0 million.

Edelman Financial Engines operates a diverse technology stack with applications such as Zoominfo Platform, Microsoft Azure Cloud Services and New Relic APM, covering areas like Account Based Marketing, Application Hosting and Computing Services and Application Performance Management.

Edelman Financial Engines has invested in cloud applications and AI-driven platforms to optimize efficiency and growth, collaborating with vendors such as Zoominfo, Microsoft and New Relic.

Edelman Financial Engines recently adopted applications including Percent Pledge Volunteer Management in 2025, Zoominfo Platform in 2022 and Willis Towers Watson Employee Engagement in 2022, highlighting its ongoing modernization strategy.

APPS RUN THE WORLD maintains an up-to-date database of Edelman Financial Engines’s key decision makers and IT executives, available to Premium subscribers.

Our research team continuously updates Edelman Financial Engines’s profile with verified software purchases, vendor relationships, and digital initiatives identified from public and proprietary sources.

Subscribe to APPS RUN THE WORLD to access the complete Edelman Financial Engines technographics profile, including detailed breakdowns by category, vendor, and IT decision makers.