About Financial Engines
Financial Engines is a company based in Sunnyvale (United States) founded in 1996 was acquired by Hellman & Friedman in April 2018. 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 as of December 31, 2022. Financial Engines has completed 1 acquisition, including The Mutual Fund Store. Financial Engines offers products and services including Financial Planning, Investment Management, Retirement Planning, Tax Planning, and Estate Planning. Financial Engines operates in a competitive market with competitors including Human Interest, ForUsAll, OctaveWealth, MoneyIntel and Kepler Savings, among others.
- Headquarter Sunnyvale, United States
- Employees 2401 as on 31 Dec, 2022
- Stage Public
-
Sectors
Technology
-
Email
Locked
-
Phone
Locked
-
Website
Locked
-
Social
Locked
- Legal Name Financial Engines, Inc.
-
Annual Revenue
Not available
-
Net Profit
Not available
-
EBITDA
Not available
-
Total Equity Funding
$85 M (USD)
in 1 rounds
-
Latest Funding Round
$85 M (USD), Series E
Dec 16, 1999
-
Investors
Goldman Sachs
& 12 more
-
Employee Count
2401
as on Dec 31, 2022
- Investments & Acquisitions
-
Acquired by
Hellman & Friedman
(Apr 30, 2018)
Unlock complete access to The Company Check
Get unrestricted viewing across everything we track — from companies and brands to investors, funding rounds, acquisitions, financials, and more.
- Unlimited viewing on all profiles Companies, investors, financials, funding, acquisitions & directors
- Full access to every database India & global coverage, advanced filters and rich profile details
- Always-on access from your team account Single premium plan for everything you see on the portal
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
People of Financial Engines
Unlock access to complete
Finance and Accounting
128 people
Leadership Team
43 people
Software Development Team
20 people
Sales and Marketing
19 people
Data Analysis and Operations Team
13 people
Legal and Compliance
11 people
Senior Team
10 people
Sr. Team
5 people
Unlock access to complete
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.
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
|
Locked | Locked | Locked | |
|
Investment banking services are delivered across multiple financial sectors.
|
Locked | Locked | Locked | |
|
Venture capital firm focused on early-stage fintech, enterprise, web 3, consumer, and multiple sectors
|
Locked | Locked | Locked |
Investor details for Financial Engines
Investor domains, locations, round participation, and complete history require an active premium plan.
- Investor domains
- Investor locations
- Funding rounds
- Participation history
Verified entity values are shown only after access is granted.
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.
Investment portfolio details for Financial Engines
Portfolio company identities, transaction dates, round details, and investment values require an active premium plan.
- Portfolio identities
- Transaction dates
- Round details
- Investment values
Verified entity values are shown only after access is granted.
| Company Name | Description | Domain | Location | Founded Year | Amount |
|---|---|---|---|---|---|
|
Investment and wealth management services are provided to clients.
|
Locked | Locked | 1996 | Locked |
Complete acquisition details for Financial Engines
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - Financial Engines
Detailed financials for Financial Engines
Historical revenue, profit, statement rows, ratios, and trend charts require an active premium plan.
- Historical revenue
- Profit trends
- Statement rows
- Financial ratios
Verified entity values are shown only after access is granted.
Financial Engines Comparisons
Peer comparison for Financial Engines
Named peer metrics, headcount, funding, location, and side-by-side benchmarks require an active premium plan.
- Named peers
- Headcount comparison
- Funding comparison
- Operating benchmarks
Verified entity values are shown only after access is granted.
Competitors of Financial Engines
Financial Engines operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Human Interest, ForUsAll, OctaveWealth, MoneyIntel and Kepler Savings, among others.
| Company Name | Domain | Founded year | HQ Location | Description |
|---|---|---|---|---|
| Locked | Locked | Locked |
Employer-enabled platform for retirement planning and compliance management.
|
|
| Locked | Locked | Locked |
Platform for managing 401(K) accounts
|
|
| Locked | Locked | Locked |
Robo advisory platform is utilized for employer-enabled retirement planning.
|
|
| Locked | Locked | Locked |
401(k) plan administration and fiduciary services are provided to businesses.
|
|
| Locked | Locked | Locked |
Kepler Savings is an online platform for employers to manage workplace retirement savings programs.
|
Detailed competitors of Financial Engines
Competitor domains, locations, full profiles, and operating metrics require an active premium plan.
- Domains and locations
- Full company profiles
- Operating metrics
- Competitive positioning
Verified entity values are shown only after access is granted.
Latest news on Financial Engines
Complete news archive for Financial Engines
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
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.
As of Dec 31, 2022, the latest employee count at Financial Engines is 2,401.
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 MoneyIntel.
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.