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.

Financial Engines

Sunnyvale, US · Founded 1987 · 1,606 employees on LinkedIn · 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.

Joseph A. GrundfestFounder

Lawerence M. RaffoneExecutive

Raymond J. SimsinEVP & CFO1999–2017

Board

Paul G. KoontzBoard director

Robert A. HuretBoard director

Michael E. MartinBoard director

David YoffieBoard director

Blake R. GrossmanBoard director

Olena E. Berg-LacyBoard director

John B. ShovenBoard director

Heidi K. FieldsBoard director

Investors · 2

FTV CapitalNew York · $10M – $30M

W Capital PartnersNew York

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 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

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Founder mafia

3 people who came through Financial Engines went on to found or lead other companies.

Pransu DashSoftware Engineer InternFounded Shasta Health David Ramirez, CFASenior Portfolio ManagerFounded ForUsAll Patrick HughesDirector, Business Development and Partner ManagementFounded Gondola

Competitors · 4

by search overlap

Edelman Financial Engines39 shared keywordsEdelman Financial Engines is an independent financial advisory firm providing fiduciary financial planning, investment management, insurance guidance, tax strategy, and estate/legacy planning to individual wealth and workplace retirement clients. It serves clients through 145+ U.S. locations and virtual meetings, managing client assets across retirement, income, and asset-protection needs.

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.

Hellman & Friedman Investors16 shared keywordsHellman & Friedman is a private equity investment firm founded in 1984 that focuses on large-scale equity investments in select industries where it has developed deep sector expertise. The firm operates as a partner-owned partnership with offices in San Francisco, New York, and London.

Alight11 shared keywordsAlight is a technology-enabled services provider offering AI-powered care navigation and employee benefits platforms to help organizations manage health and financial security for their workforces. The company serves enterprise employers and their millions of employees globally through integrated digital solutions for benefits administration, wellness, and financial planning.

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.