Edelman Financial Engines
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United States
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Banking and Financial Services
Edelman Financial Engines Technographics
Edelman Financial Engines Technographics, Software Purchases, AI 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: Oracle NetSuite ERP for ERP Financial in 2007, UKG Pro HCM (ex UltiPro HCM) for Core HR in 2020, IBM Netezza Data Warehouse for Data Warehouse in 2020 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 Oracle , UKG , Willis Towers Watson 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 Tech Stack and Enterprise Applications
ERP Financial Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Oracle | Legacy | Oracle NetSuite ERP | ERP Financial | ERP Financial Management | n/a | 2007 | 2008 |
In 2007 Edelman Financial Engines implemented Oracle NetSuite ERP to centralize transaction accounting, billing and financial management across its finance organization. The Oracle NetSuite ERP implementation is cited as the companys core ERP Financial platform and is intended to support multi-accounting workflows, consolidated general ledger activity and standardized financial close processes.
Configuration focused on core ERP Financial modules common to mid market and enterprise deployments, including general ledger, accounts payable, accounts receivable, revenue accounting, fixed assets and period close orchestration. Oracle NetSuite ERP was positioned to enable automated journal posting, intercompany accounting and period end consolidation routines, while supporting configurable chart of accounts and entity segmentations aligned to the companys reporting needs.
Integrations were explicitly required across multiple accounting systems and with Concur plus downstream reporting systems, creating an integration layer for transaction flows and expense data consolidation. The program emphasized ongoing integration work, using APIs and batch ETL style interfaces to normalize feeds from disparate ledgers and expense platforms into Oracle NetSuite ERP and central reporting tools.
Operational ownership rests with finance and accounting, with responsibilities for supporting the financial systems, developing processes and controls and delivering reporting. Governance and process workstreams were described as ongoing, focused on internal controls, standardized workflows, and evolving reporting requirements to ensure Oracle NetSuite ERP supports month end close, audit readiness and cross system reconciliation.
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HCM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| UKG | Legacy | UKG Pro HCM (ex UltiPro HCM) | Core HR | HCM | n/a | 2020 | 2020 |
In 2020, Edelman Financial Engines deployed UKG Pro HCM (ex UltiPro HCM) as its Core HR platform. The cloud-based UKG Pro HCM instance is surfaced through the company HR portal at edelmanfinancial.requests.hrsd.ultipro.com, demonstrating an employee self-service oriented rollout tied to the corporate web presence.
The UKG Pro HCM implementation consolidates standard Core HR capabilities, including centralized employee records and HRIS workflows, benefits and payroll processing workflows, onboarding and compliance reporting, and position and job structure management. UKG Pro HCM is configured to provide the application-level HR functionality and role-based access controls expected of a Core HR system.
Operational coverage emphasizes HR and payroll business functions across the organization, with the portal used for employee access and HR administrator operations. The deployment reflects a cloud SaaS architecture with a centralized HR data model to standardize governance, streamline routine HR workflows, and provide a single system of record via UKG Pro HCM.
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Employee Engagement | HCM |
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2022 | 2022 |
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Recruiting, Applicant Tracking System | HCM |
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2021 | 2021 |
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Volunteer Management | HCM |
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2025 | 2025 |
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Analytics and BI
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| IBM | Legacy | IBM Netezza Data Warehouse | Data Warehouse | Analytics and BI | n/a | 2020 | 2020 |
In 2020, Edelman Financial Engines deployed IBM Netezza Data Warehouse. The IBM Netezza Data Warehouse is used as the organization’s primary Data Warehouse and is referenced as part of their website analytics and reporting environment, establishing a centralized platform for queryable enterprise data.
The implementation centers on typical Data Warehouse capabilities, including high performance SQL analytics, mass data ingestion and ETL pipelines, and schema design optimized for reporting workloads. Architecture signals align with a massively parallel processing approach and workload-focused tuning to support concurrent analytical queries and BI consumption, while the IBM Netezza Data Warehouse product name is retained in platform references and operational documentation.
Operational scope emphasizes consolidation of web-derived event data with internal reporting sources to drive analytics and dashboarding workflows. Governance and operational controls were applied to ETL scheduling, access privileges, and BI consumption patterns to manage data availability for reporting, with the IBM Netezza Data Warehouse serving as the authoritative analytics store for those processes.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Collaboration | Collaboration |
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2019 | 2019 |
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Content Management
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Digital Signing | Content Management |
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2021 | 2021 |
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Account Based Marketing | CRM |
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2022 | 2022 |
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CRM | CRM |
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2005 | 2006 |
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Customer Experience | CRM |
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2021 | 2021 |
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Digital Advertising Platform | CRM |
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2020 | 2020 |
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Marketing Analytics | CRM |
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2019 | 2019 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2018 | 2018 |
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Marketing Automation | CRM |
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2021 | 2021 |
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Sales Automation, CRM, Sales Engagement | CRM |
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2021 | 2021 |
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ITSM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Application Performance Management | ITSM |
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2019 | 2019 |
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IT Service Management | ITSM |
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2021 | 2021 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2020 | 2020 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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Data Warehouse Appliance | IaaS |
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2020 | 2020 |
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CyberSecurity
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Identity and Access Management (IAM) | CyberSecurity |
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2021 | 2021 |
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Secure Email Gateways (SEGs) | CyberSecurity |
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2018 | 2018 |
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IT Decision Makers and Key Stakeholders at Edelman Financial Engines
| First Name | Last Name | Title | Function | Department | Phone | |
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| No data found | ||||||
Apps Being Evaluated by Edelman Financial Engines Executives
APPS RUN THE WORLD tracks software evaluation trends across 2 million companies worldwide, including buyer insights from Edelman Financial Engines IT executives and key decision makers. As part of ARTW Buyer Intent and technographics insights, these findings provide useful visibility into the Edelman Financial Engines digital transformation priorities and AI adoption trends.
| 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
Oracle NetSuite ERP, UKG Pro HCM (ex UltiPro HCM) and IBM Netezza Data Warehouse,
covering areas like ERP Financial, Core HR and Data Warehouse.
Edelman Financial Engines has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Oracle, UKG and IBM.
Edelman Financial Engines recently adopted applications including
Percent Pledge Volunteer Management in 2025, Willis Towers Watson Employee Engagement in 2022 and Zoominfo Platform 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.