Financial Engines Overview

  • Year Founded
  • 1996

Year Founded

  • Status
  • Acquired/​Merged

  • Employees
  • 935

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
Corporate Office
  • 1050 Enterprise Way
  • 3rd Floor
  • Sunnyvale, CA 94089
  • United States

Want detailed data on 3M+ companies?

What you see here scratches the surface

Request a free trial

Want to dig into this profile?

We’ll help you find what you need

Learn more

Financial Engines Valuation & Funding

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

This information is available in the PitchBook Platform. To explore Financial Engines‘s full profile, request access.

Request a free trial

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
935 As of 2017
00000
00.000 0000-00-00
000000&0 00000

000000

minim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea c
00000 0000000000
Plano, TX
0000 As of 0000
000
00000000000 000

000000

nim veniam, quis nostrud exercitation ullamco laboris nisi ut aliquip ex ea comm
00000 0000000000
New York, NY
000 As of 0000
00000
000000000 00000
Add Comparison

PitchBook’s comparison feature gives you a side-by-side look at key metrics for similar companies. Personalize which data points you want to see and create visualizations instantly.

Request a free trial

Financial Engines Competitors (22)

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Fisher Investments (Asset Management) Formerly PE-Backed Plano, TX 0000 000 00000000000 000
Betterment Venture Capital-Backed New York, NY 000 00000 000000000 00000
Rochford Capital Private Equity-Backed Sydney, Australia 00 000000000000
Northwestern Mutual Private Debt Financed Milwaukee, WI 0000 00.000 000000000 00.000
Massmutual Central New York Corporation Syracuse, NY
You’re viewing 5 of 22 competitors. Get the full list »

Financial Engines Signals

Growth Rate

0.80% Weekly
Growth
Weekly Growth 0.80%, 93rd %
-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

PitchBook’s non-financial metrics help you gauge a company’s traction and growth using web presence and social reach.

Request a free trial

Financial Engines Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

This information is available in the PitchBook Platform. To explore Financial Engines‘s full profile, request access.

Request a free trial

Financial Engines Acquisitions (1)

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

Financial Engines FAQs

  • When was Financial Engines founded?

    Financial Engines was founded in 1996.

  • Who is the founder of Financial Engines?

    William Sharpe Ph.D is the founder of Financial Engines.

  • Where is Financial Engines headquartered?

    Financial Engines is headquartered in Sunnyvale, CA.

  • What is the size of Financial Engines?

    Financial Engines has 935 total employees.

  • What industry is Financial Engines in?

    Financial Engines’s primary industry is Other Financial Services.

  • Is Financial Engines a private or public company?

    Financial Engines is a Private company.

  • What is the current valuation of Financial Engines?

    The current valuation of Financial Engines is 00.000.

  • What is Financial Engines’s current revenue?

    The current revenue for Financial Engines is 000000.

  • How much funding has Financial Engines raised over time?

    Financial Engines has raised $210M.

  • Who are Financial Engines’s investors?

    Amerindo Investment Advisors, BofA Securities, Charter Venture Capital, Chase Bank, and Chase Capital Partners are 5 of 26 investors who have invested in Financial Engines.

  • Who are Financial Engines’s competitors?

    Fisher Investments (Asset Management), Betterment, Rochford Capital, Northwestern Mutual, and Massmutual Central New York are some of the 22 competitors of Financial Engines.

  • When was Financial Engines acquired?

    Financial Engines was acquired on 19-Jul-2018.

  • Who acquired Financial Engines?

    Financial Engines was acquired by Edelman Financial Engines.

Data Transparency

  • Meet our data hygiene team

    Discover how our experts ensure you’re getting the most accurate financial data in the industry.

    Read blog »
  • How PitchBook sources data

    Our data operations team has logged over 3.5 million hours researching, organizing, and integrating the information you need most.

    Discover our process »