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Edelman Financial Engines Data Breach Lawsuit Investigation
Shamis & Gentile P.A., one of the nation's premier class action law firms specializing in data breach cases, is investigating the Edelman Financial Engines, LLC data breach.
If you were affected by the data breach, your sensitive personally identifiable information may have been exposed, and you may be eligible for compensation.
About Edelman Financial Engines
Edelman Financial Engines is a financial planning and investment advisory company based in Santa Clara, California. The company was formed in 2018 through the merger of Edelman Financial Services and Financial Engines, both well-established firms in the financial services industry.
The company provides a range of services including workplace retirement plan management, wealth management, and personalized financial planning. Edelman Financial Engines manage approximately 1.27 million clients, operating more than 140 locations across the United States.
What Happened?
On Jan. 7, 2026, Edelman Financial Engines discovered that an unauthorized third party had accessed some of their clients' personal information. The company detected the suspicious activity, terminated the unauthorized access and began an investigation with the help of external security experts.
A review determined that the following types of consumer information were exposed:
Information Exposed:
- Names
- Dates of birth
- Addresses
- Phone numbers
- Emails
- Financial planning information
- Social Security numbers
The company has filed disclosures with the attorneys general offices of California and Maine.
Edelman Financial Engines notified affected consumers in writing on Jan. 28, 2026. The breach impacted 5,083 people in the United States, including five in Maine.
Your Rights and Next Steps
If you received a data breach notice from Edelman Financial Engines, there are important steps to take to protect yourself and your financial future.
First, review the notice carefully and take advantage of the complimentary credit and identity monitoring services offered by Kroll for 24 months. These services include credit monitoring, dark web monitoring, Social Security number scans, pay day loan monitoring, fraud consultation and identity theft restoration.
It is also wise to regularly check your credit reports for unauthorized activity. You can request a free credit report annually from each of the three nationwide credit bureaus: Equifax, Experian and TransUnion. Placing a fraud alert or security freeze on your credit file can provide additional protection against identity theft.
If you notice suspicious activity, contact Edelman Financial Engines at 1-888-912-0371. For more information about the credit monitoring services, call Kroll at the number provided in your notice.
You can also reach out to the Federal Trade Commission or your state attorney general for guidance on preventing or responding to identity theft.
You May Be Entitled to Compensation
If your personal information was compromised in the Edelman Financial Engines data breach, you may be entitled to compensation. Lawyers are ready to help affected individuals understand their rights and pursue potential claims.
To find out if you are eligible and to join a lawsuit, complete the below form.
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