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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- Incorporated 1996
- FISCAL YEAR END DEC
Get in Touch with 369 Contacts and 6 Principals*
Lawrence M RaffonePresident and Chief Executive Officer
JOHN B BUNCHExecutive Vice President and Chief Operating Officer
LEWIS E ANTONE JuniorExecutive Vice President and General Counsel
CHRISTOPHER JONESExecutive Vice President