• S&P 600
  • Russell 2000 (June 2016)

Edelman Financial Engines, LLC

Financial Engines
1050 Enterprise Way 3RD FL
Sunnyvale, CA, 94089-1414  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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  •  EMPLOYEES 170
  • ASSETS (MIL USD) 926
  •  SALES (MIL USD) 480.51
  • Incorporated 2018
  • FISCAL YEAR END DEC
  • SALES GROWTH % 13.34%
  • NET INCOME GROWTH 63.38%
  • CREDIT PRESCREEN LOW RISK

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  • Zach Fletcher
    Senior Vice President Financial Planning
  • Blake R. Grossman
    Chairman
  • Lawrence M. Raffone
    President and CEO
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Edelman Financial Engines, LLC

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