About Financial Engines
Financial Engines is a Technology company based in Sunnyvale (United States) founded in 1996, and was acquired by Hellman & Friedman in April 2018. Employer-enabled financial planning platform. Financial Engines has raised $85 million across 1 funding round from investors including Goldman Sachs, Intel and Merrill Lynch. The company has 2,401 employees. Financial Engines has completed 1 acquisition, including The Mutual Fund Store. Its website financialengines.com draws about 372 thousand monthly visits. Financial Engines offers products and services including Financial Planning, Investment Management, Retirement Planning, Tax Planning, and Estate Planning. Its focus areas include FinTech, Investment Tech, Wealth Management Platforms and Robo Advisors. Its legal entity is FINANCIAL ENGINES, INC. Its competitors include Human Interest, ForUsAll and OctaveWealth; 2 of its 3 listed competitors have raised funding.
Company details
Financial Engines was founded in 1996 and is headquartered in Sunnyvale, United States. Operations focus on the financial services sector, where an employer-enabled platform delivers investment and retirement planning to workers at major organizations. Customized guidance on saving, investing, and retirement income is extended. Online account management, investment options, and live assistance from advisors are made available to users.
- Headquarters Sunnyvale, United States
- Employees 2,401
- Stage Acquired
- SectorsTechnology
- Website category Finance · Investing
- Email••••••••
- Phone•••• ••••
- Website financialengines.com
- Social LinkedIn X Facebook
- Acquired by Hellman & Friedman (Apr 2018)
- Legal Name Financial Engines, Inc.
- Total Equity Funding$85M (USD)
in 1 rounds
- Latest Funding Round$85M (USD), Series E
Dec 1999
- InvestorsGoldman Sachs
& 12 more
- Employee Count2,401
- Investments & Acquisitions
- Acquired byHellman & Friedman
(Apr 2018)
Products & Services of Financial Engines
Financial Engines offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Retirement Planning, Tax Planning, and Estate Planning.
Service for personalized financial strategy development
Management of client portfolios for optimal returns
Guidance on retirement savings and income strategies
Advice on minimizing taxes and optimizing finances
Assistance with asset distribution and legacy planning
Funding Insights of Financial Engines
Financial Engines has successfully raised a total of $85M through 1 strategic funding round. The most recent funding activity was a Series E round of $85 million completed in December 1999. This substantial capital infusion reflects strong investor confidence in the company's business model, growth potential, and market opportunities. The funding enables strategic expansion, product development, market penetration, and operational scaling to drive long-term value creation and competitive advantage.
- Total Funding $85M
- Total Rounds 1
- Last Round Series E — $85M
- First Round $85M
(Dec 1999)
- Investors Count 12
All 1 funding rounds of Financial Engines with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Dec 1999 | $85M | Series E | – | Oak Hill |
13 investors in total: 13 institutional.
Investors in Financial Engines
Financial Engines has secured backing from 13 investors, including venture fund and institutional investors. Prominent investors backing the company include Goldman Sachs, Intel and Merrill Lynch.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Mid market focused private equity firm | oakhill.com | New York, United States | ||
Investment banking services are delivered across multiple financial sectors. | 1869 | goldmansachs.com | New York, United States | |
Venture capital firm focused on early-stage fintech, enterprise, web 3, consumer, and multiple sectors | 1995 | foundationcapital.com | Palo Alto, United States | |
Venture capital investments are offered to startups by NEA. | nea.com | Menlo Park, United States | ||
Private equity firm focused on acquisitions | hf.com | San Francisco, United States | ||
Diversified investment management services are provided globally. | 1978 | ssga.com | Boston, United States | |
AIG is recognized as a leading global insurance organization. | 1919 | aig.com | New York, United States | |
Diverse financial services and online banking are provided to clients. | 1852 | wellsfargo.com | San Francisco, United States | |
Semiconductor ICs and microprocessors are designed and manufactured. | 1968 | intel.com | Santa Clara, United States | |
Commercial bank | 1990 | ml.com | New York, United States |
Investor details for Financial Engines
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
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People of Financial Engines
280 people are tracked at Financial Engines (180 in leadership, 100 in team); the tracked headcount is 2,401.
| Name | Role | Group |
|---|---|---|
Christopher E. Ziola | Director Of Financial Planning | Leadership |
Wilson M. | Director, Financial Planning | Leadership |
Joanne Prout Allen | Procurement Director, Strategic Sourcing | Leadership |
Jack London | Executive Director | Leadership |
Emily O'Neill | Chief Of Staff, Marketing | Leadership |
Kenneth Grossenbacher | Director, Fiduciary Quality Assurance | Leadership |
Lori Bensing | Director Financial Planning | Leadership |
Alfonso Burgos | Director, Financial Planning | Leadership |
Don Norris Cfs Crpc | Director Of Planning | Leadership |
Daniel Humphrey Jr. | Director, Financial Planning | Leadership |
Joena Bartolini Mitchell | Director, M&a And Privacy Compliance | Leadership |
Matt Loeffler | Director, Financial Planning | Leadership |
Marcus Bufford | Senior Director, Financial Reporting And Treasury | Leadership |
John McCafferty | Director, Financial Planning | Leadership |
David B. | Director, Marketing | Leadership |
Brandon Alexander Bell | Director Of Financial Planning | Leadership |
Curtis Hagner | Director, Financial Planning | Leadership |
Christy Martinich | Director, Financial Planning | Leadership |
Matt Turner | Director, Financial Planning | Leadership |
Darrin Wolff | Director Of Financial Planning | Leadership |
260 more people are available in the full profile.
Complete people profiles for Financial Engines
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
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Investments & Acquisitions by Financial Engines
Financial Engines has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include The Mutual Fund Store.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Investment and wealth management services are provided to clients. | mutualfundstore.com | Overland Park, United States | 1996 | Nov 2015 | $560M |
Complete acquisition details for Financial Engines
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
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Timeline of Financial Engines
5 dated milestones of Financial Engines across 22 years, from founding to its latest funding, stage changes and deals.
- Founded Financial Engines is founded.
- Funding First funding round of $85.0M.
- IPO Lists on the stock exchange (IPO).
- Acquisition Acquires The Mutual Fund Store.
- Exit Acquired by Hellman & Friedman.
Competitors of Financial Engines
Financial Engines has 3 listed competitors in our database, 2 of them funded. They include Human Interest, ForUsAll and OctaveWealth.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| humaninterest.com | 2015 | San Francisco, United States | $789.02M | 577 | Employer-enabled platform for retirement planning and compliance management. | |
| forusall.com | 2013 | San Francisco, United States | $35.22M | Platform for managing 401(K) accounts | ||
| octavewealth.com | 2012 | San Francisco, United States | Robo advisory platform is utilized for employer-enabled retirement planning. |
Detailed competitors of Financial Engines
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
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Web traffic of Financial Engines
The website of Financial Engines (financialengines.com) receives about 371.9K visits a month and ranks #130,949 among all websites worldwide, #8,190 in Investing.
- Monthly visits371.9K
▲ 40.9% vs previous month
- Unique visitors130K
per month
- Global rank#130,949
among all websites
- Category rank#8,190
Finance · Investing
- Bounce rate34%
- Pages per visit4.7
- Average visit3 min 44 sec
- DevicesDesktop 56% · Mobile 44%
Websites whose visitors overlap most with Financial Engines. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| edelmanfinancialengines.com | 100% | 335.6K | #202,948 | View details | |
| fidelity.com | 95% | 129.5M | #275 | View details | |
riabiz.com | riabiz.com | 81% | #726,836 | – | |
| morningstar.com | 81% | 12.9M | #4,951 | View details | |
| schwab.com | 78% | 94M | #365 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for Financial Engines
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- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
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Top companies in Investment & Financial Technology
3 companies that operate in the same segment as Financial Engines (Investment & Financial Technology) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.58 B | USD 2.98 B | 4,841 | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | 602 |
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Related news about Financial Engines
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Frequently Asked Questions about Financial Engines
Financial Engines was founded in 1996 and raised its 1st funding round 3 years after it was founded.
Financial Engines is headquartered in Sunnyvale, United States. It is registered at Sunnyvale, California, United States.
Financial Engines is a funded company, having raised a total of $85M across 1 funding round to date. The company's 1st funding round was a Series E of $85M, raised on Dec 1999.
Financial Engines has 2,401 employees.
Financial Engines was founded in 1996 and is headquartered in Sunnyvale, United States. Operations focus on the financial services sector, where an employer-enabled platform delivers investment and retirement planning to workers at major organizations. Customized guidance on saving, investing, and retirement income is extended. Online account management, investment options, and live assistance from advisors are made available to users.
Financial Engines's top competitors include Human Interest, ForUsAll and OctaveWealth.
Financial Engines offers Financial Planning, Investment Management, Retirement Planning, Tax Planning, and Estate Planning.
Financial Engines has made 1 acquisition, including The Mutual Fund Store.
Financial Engines has 13 investors. Key investors include Goldman Sachs, Intel, Merrill Lynch, Wells Fargo, and AIG.
Financial Engines operates through Financial Engines, Inc..
Yes. Financial Engines was acquired by Hellman & Friedman in April 2018.
The website of Financial Engines receives about 372 thousand visits a month and ranks #130,949 among all websites worldwide.