Financial Engines Overview

  • Founded
  • 1996
Founded
  • Status
  • Acquired/​Merged
  • Employees
  • 436
Employees
  • Latest Deal Type
  • M&A
  • Financing Rounds
  • 12
  • Investments
  • 1

Financial Engines General Information

Description

Provider of technology-enabled financial and investment advisory services intended to build a better financial future. The company's fee-based advice and asset management expertise combined with online services, dedicated advisers and personal attention promotes financial wellness for the companies, enabling them to help their employees with personalized financial guidance.

Contact Information

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Other Financial Services
Other Industries
Consulting Services (B2B)
Asset Management
Primary Office
  • 1050 Enterprise Way
  • 3rd Floor
  • Sunnyvale, CA 94089
  • United States
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Financial Engines Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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Financial Engines Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last Financing Details
Provider of technology-enabled financial and investment advisory services intended to build a better financial future. T
Other Financial Services
Sunnyvale, CA
436 As of 2020
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0.000 0000-00-00
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00000 0000000000
Camas, WA
0000 As of 0000
000
000000 - 000 000

00000 00

tate velit esse cillum dolore eu fugiat nulla pariatur. Excepteur sint occaecat cupidatat non proide
000000000 00000000
San Francisco, CA
000 As of 0000
00000
00000 0000-00-00
00000000000 00000
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Financial Engines Competitors (9)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Fisher Investments (United States) Formerly PE-Backed Camas, WA 0000 000 000000 - 000 000
00000 00000000 Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
000000000 Formerly VC-backed New York, NY 00 000000&0
000000000 00000 Formerly VC-backed Holladay, UT 00 00.00 000000&0 00.00
000000 Venture Capital-Backed San Francisco, CA 000 00000 00000000000 00000
You’re viewing 5 of 9 competitors. Get the full list »

Financial Engines Patents

Financial Engines Recent Patent Activity

Publication ID Patent Title Status First Filing Date Technology (CPC) Citations
US-8521633-B2 Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream Expired - Fee Related 19-Jan-2011 000000000 0
US-20120185407-A1 Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream Granted 19-Jan-2011 000000000 0
US-20140249985-A1 Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream Abandoned 19-Jan-2011 000000000 0
US-8725614-B2 Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream Expired - Fee Related 19-Jan-2011 000000000 0
US-20120185408-A1 Creating and maintaining a payout-ready portfolio within an investment plan to generate a sustainable income stream Granted 19-Jan-2011 G06Q40/04 0

Financial Engines Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers

5.5k

Similarweb Unique Visitors

15.0K

Majestic Referring Domains

314

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Financial Engines Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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Financial Engines Acquisitions (1)

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
000 000000 00 01-Feb-2016 0000000000 00000 Other Financial Services 00000000
To view Financial Engines’s complete acquisitions history, request access »