Strauss Borrelli PLLC, a leading data breach law firm, is investigating Edelman Financial Engines, LLC (“Edelman”) regarding its recent data breach. The Edelman data breach involved sensitive personal information belonging to an undetermined number of 5,000 individuals.
ABOUT EDELMAN FINANCIAL ENGINES, LLC:
Edelman is a financial services company based in California. Founded in 1987, Edelman provides a range of wealth management services to individual investors and employers, including investment management, retirement planning, tax planning, insurance guidance, estate planning, and more.2,3 In total, Edelman has provided services to over 1 million clients and manages $323 billion in assets.2 Headquartered in Santa Clara, California, Edelman employs over 1,000 individuals and operates more than 140 locations.2,3
WHAT HAPPENED?
Recently, Edelman reported to the Attorney General of Maine that it had experienced a data breach in which sensitive personal identifiable information in its care may have been compromised. According to the breach notice, on January 7, 2026, Edelman experienced a data security incident in which an unauthorized third party accessed information in its care.1 As a result, Edelman launched an investigation to determine the nature of the incident.
Through its investigation, Edelman confirmed that sensitive personal information in its care may have been accessed by an unauthorized third party during the breach. As a result, Edelman began a review of the data to determine what information had been impacted as well as identify the specific individuals affected. While the information impacted varies depending on the individual, the type of information potentially exposed includes:
- Name
- Social Security number
- Date of birth
- Address
- Phone number
- Financial planning information
As a result of the breach, Edelman began mailing data breach notification letters to impacted individuals. Based on the breach notice sent to Maine residents, Edelman is providing affected individuals with a list of the specific types of sensitive information impacted and 24 months of complimentary credit monitoring services. A link to the form breach notification letters that Edelman filed with the Attorney General of Maine is below.
If you received a breach notification letter from Edelman Financial Engines, LLC:
We would like to speak with you about your rights and potential legal remedies in response to this data breach. Please fill out the form, below, or contact us at 872.263.1100 or sam@straussborrelli.com.
