Edelman Financial Engines, LLC

Financial Engines
1050 Enterprise Way Ste 300
Sunnyvale, CA, 94089-1415  United States
(408) 498-6000
Company Type: Corporation Subsidiary

Like the little engine that could, Financial Engines provides financial advice, portfolio management, and retirement assessment services. The company serves US retirement-plan participants, sponsors, and service providers across a wide range of industries that includes more than 100 FORTUNE 500 companies and several of the largest retirement plan operators. It delivers its services online, as well as by telephone. Financial Engines boasts more than $88 billion in assets under management and serves some 9 million individual retirement-plan participants. The company went public in 2010 with an offering worth $127.2 million. Financial Engines merged with Edelman Financial Services in 2018.

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Financial Statements

Revenue in USD

Annual Revenue 2017
$480.51 million USD

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Company Snapshot

Essential information for a successful call

  •  EMPLOYEES (This Site) 170
  •  EMPLOYEES (All Sites) 900
  •  REVENUE (MIL USD) 480.51
  • Incorporated 1996
  • FISCAL YEAR END DEC

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  • Lawrence M Raffone
    President and Chief Executive Officer
  • JOHN B BUNCH
    Executive Vice President and Chief Operating Officer
  • LEWIS E ANTONE Junior
    Executive Vice President and General Counsel
  • CHRISTOPHER JONES
    Executive Vice President
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