Financial Engines
Sunnyvale, US · Founded 1987 · 2 known investors
Edelman Financial Engines provides financial planning and wealth management services to individual and workplace retirement clients, including investment management, retirement and income planning, insurance review, tax strategy, and estate planning. The firm operates as an independent fiduciary advisor across 145+ U.S. locations, serving over 1.24 million clients.
Fintech
Founders & leadership
Financial Engines was founded in 1987 by Joseph A. Grundfest.
JA
Joseph A. GrundfestFounder
LM
Lawerence M. RaffoneExecutive
RJ
Raymond J. SimsExecutive
Board
PG
Paul G. KoontzBoard director
RA
Robert A. HuretBoard director
ME
Michael E. MartinBoard director
DY
David YoffieBoard director
BR
Blake R. GrossmanBoard director
OE
Olena E. Berg-LacyBoard director
JB
John B. ShovenBoard director
HK
Heidi K. FieldsBoard director
Investors · 2
Reported raises · per SEC filings
Form D private placements$271.9M disclosed across 1 round · 2016
▶$271.9MraisedFeb 2016 · 4 investors · Other Banking and Financial ServicesRule 506(b)
▶$271.9MraisedFeb 2016 · 4 investors · Other Banking and Financial Services
Rule 506(b)Officers, directors & promoters on the filing
- Michael E. MartinDirector
- David YoffieDirector
- Lawerence M. RaffoneExecutive Officer, Director
- Blake R. GrossmanDirector
- Joseph A. GrundfestDirector
- Paul G. KoontzExecutive Officer
- Olena E. Berg-LacyDirector
- John B. ShovenDirector
- Robert A. HuretDirector
- Heidi K. FieldsDirector
- Raymond J. SimsExecutive Officer
- Offering amount
- $271.9M
- Amount sold
- $271.9M
- First sale
- Feb 2016
- Incorporated
- Corporation, Delaware
- Federal exemptions
- 06b
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
Competitors · 3
by search overlapEdelman Financial Engines39 shared keywordsEdelman Financial Engines provides educational content explaining the basics of investing and how to build an investment strategy based on personal goals. The company operates in financial services and investment management.
SmartAsset22 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.
Alight11 shared keywordsAlight provides benefits administration through its Alight Worklife platform, which integrates HR and benefits tools and uses an AI engine (LumenAI) to personalize the employee benefits experience and automate tasks. It serves large employers, including a majority of the Fortune 100, administering benefits for over 30 million people.
Companies competing with Financial Engines for the same Google search keywords, organic and paid, via search-intersection analysis.
Frequently asked questions
- What does Financial Engines do?
- Edelman Financial Engines provides financial planning and wealth management services to individual and workplace retirement clients, including investment management, retirement and income planning, insurance review, tax strategy, and estate planning. The firm operates as an independent fiduciary advisor across 145+ U.S. locations, serving over 1.24 million clients.
- Who founded Financial Engines?
- Financial Engines was founded by Joseph A. Grundfest in 1987.
- Who are Financial Engines's investors?
- Financial Engines's investors include FTV Capital, W Capital Partners.
- How much funding has Financial Engines raised?
- Financial Engines has disclosed $271.9M raised across 1 round.
- Where is Financial Engines headquartered?
- Financial Engines is headquartered in Sunnyvale, US.