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Financial Engines

Sunnyvale, US · Founded 1987 · 1,606 employees on LinkedIn · 5 known investors

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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. SimsEVP & CFO1999–2017

Board

PG
Paul G. KoontzBoard director
RA
Robert A. HuretBoard director
ME
Michael E. MartinBoard director
DY
David YoffieBoard director
BR
Blake R. GrossmanBoard Member & Chairman2011–2018Managing Member at Thirdstream Partners
OE
Olena E. Berg-LacyBoard director
JB
John B. ShovenBoard director
HK
Heidi K. FieldsBoard director

Investors · 5

Oak Hill Capitallisted by Oak Hill CapitalStamford

How we know: Oak Hill Capital's portfolio page · Not right? Tell us

W Capital Partnerslisted by W Capital PartnersNew York

How we know: W Capital Partners's portfolio page · Not right? Tell us

Hellman & FriedmanreportedSan Francisco

How we know: funding news · Not right? Tell us

New Enterprise Associates (NEA)reportedMenlo Park · $200K – $40M

How we know: open dataset · 5k.vc investor directory · Not right? Tell us

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

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

Bethany IversonSenior Director, Brand & Insights StrategistFounded Coven +1Pransu DashSoftware Engineer InternFounded Shasta HealthDavid RamirezSenior Portfolio ManagerFounded forusallPatrick HughesDirector, Business Development and Partner ManagementFounded Gondola

Related companies · 4

Edelman Financial EnginesEdelman 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.
SmartAssetFisher 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 & FriedmanHellman & 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.
AlightAlight 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 working in the same space as Financial Engines.

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, Oak Hill Capital, W Capital Partners, Hellman & Friedman, New Enterprise Associates (NEA).
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.