Financial Engines

Financial Engines

We deliver independent retirement investing help to our customers. Visit us online to get tips, guidance, and more! For jobs follow @CareersFE. Learn more

Financials

Estimates*

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Revenues, earnings & profits over time
EUR201520162017
R&D budget33.0m36.0m37.0m

Source: Dealroom estimates

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DateInvestorsAmountRound
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Early VC

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Growth Equity VC
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Series F
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IPO
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$3.0b

Valuation: $3.0b

Acquisition
Total Funding-

Recent News about Financial Engines

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More about Financial Enginesinfo icon
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Financial Engines is a leading financial planning and investment management firm that provides personalized financial advice to individuals across various life stages. The company serves a diverse clientele, including individuals planning for retirement, managing college expenses, or dealing with unexpected life events. Operating in the financial services market, Financial Engines offers a comprehensive suite of services that include investment management, retirement planning, and financial education. The business model is centered around providing tailored financial plans that adapt as clients' lives evolve, ensuring long-term financial stability. Financial Engines generates revenue through advisory fees, asset management fees, and educational services. The firm leverages its expertise to offer high-quality, affordable financial advice, making it accessible to a broad audience. With a strong emphasis on personalized service, Financial Engines aims to help clients achieve their financial goals through every stage of life.

Keywords: financial planning, investment management, retirement planning, personalized advice, asset management, financial education, advisory fees, tailored plans, life stages, financial stability.

Tech stack

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Tech stackLearn more about the technologies and tools that this company uses.

Investments by Financial Engines

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The Mutual Fund Store
ACQUISITION by Financial Engines Nov 2015