Financial Engines
AcquiredFinancial Advisors | Edelman Financial Engines
Public · Sunnyvale, United States · Founded 1996
- Headquarters
- Sunnyvale, California
- Founded
- 1996
- Business Model
- B2B2C
- Website
- financialengines.com
- Type
- Public
- Acquisition Date
- Apr 2018
Indexed holds 2 funding rounds and 1 investor for this company. The full record is or through the API.
About
Edelman Financial Engines provides advisory services including financial planning and investment management for workplace and wealth planning clients. In a first financial planning session, planners review goals, answer questions, and build a personalized plan. Investment management uses independent fiduciary advice, personalized portfolios aligned with tax and income goals, and ongoing performance monitoring. The firm served 1.21 million clients and managed 337 billion in client assets as of June 30, 2026.
Summary
Financial Engines is a Fintech company based in Sunnyvale, United States, founded in 1996. Investors include Goldman Sachs.
Tech & App Stack
2 technologies & apps tracked
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Exit History
Apr 2018
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Funding, valuations, and company events, with amounts and investors where available.
Investors
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