Financial Engines, Inc.

Financial Engines, Inc.

Financial Engines, Inc.

Overview
Date Founded

1996

Headquarters

1050 Enterpise Way,3rd floor,Sunnyvale, CA 94089

Type of Company

Private

Employees (Worldwide)

527

Industries

Investment Services & Portfolio Management
Other Business & Consulting Services
Accounting & Financial Services

Company Description

Financial Engines, Inc. engages in the provision of financial guidance. Its services include objective, fee-based advice and asset management. The company was founded by William F. Sharpe, Joseph A. Grundfest and Craig W. Johnson in 1996 and is headquartered in Sunnyvale, CA.

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In The News
InvestmentNews
September 30, 2019
Financial planning for small 401(k)s
InvestmentNews
September 23, 2019
Digital Adviser cuts 401(k) prices to bone
Pensions & Investments
December 10, 2018
NEWS ROUNDUP
Executives & Employees

Co-Founder

President, Chief Executive Officer & Director

Executive Vice President, Investment Management & Chief Investment Officer

Executive Vice President, General Counsel & Secretary

Executive Vice President & Chief Administrative Officer & Chief Risk Officer

Executive Vice President of Human Resources

Co-Founder

Head-Investor Relations

Head, Consumer & Enterprise Marketing

Head of Strategy & Business Development

Board of Directors

Former Chief Financial Officer at BevMo Holdings LLC

Wallace R. Hawley Director at Stanford University - Stanford Institute for Economic Policy Research

Senior Associate Dean & Chair of the Executive Education Program at Harvard University - Harvard Business School

Founding Partner at FTV Management Co. LP

Managing Director, Financial Services at Warburg Pincus LLC

President, Chief Executive Officer & Director at Financial Engines, Inc.

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Financial Engines, Inc.
Recent Transactions
Details Hidden

Hellman & Friedman LLC purchases Financial Engines, Inc.

Details Hidden

Financial Engines, Inc. issued . USD Common Stock

Details Hidden

Financial Engines, Inc. issued . USD Common Stock

Transaction Advisors
Auditor

Advised onFinancial Engines, Inc. issued . USD Common Stock

Underwriter

Advised onFinancial Engines, Inc. issued . USD Common Stock

Legal Advisor

Advised onFinancial Engines, Inc. purchases Mutual Fund Store Kansas City LLC from Warburg Pincus LLC

Legal Advisor

Advised onFinancial Engines, Inc. issued . USD Common Stock

Associate

Advised onFinancial Engines, Inc. issued . USD Common Stock

Counsel

Advised onFinancial Engines, Inc. purchases Mutual Fund Store Kansas City LLC from Warburg Pincus LLC

Advisors & Consultants
Advisor

Chief Executive Officer at Coursera, Inc.

Legal Advisor

Partner, Silicon Valley & San Francisco at Pillsbury Winthrop Shaw Pittman LLP

Advisor

Former Chief Accounting Officer at Financial Engines, Inc.

Clients

Comcast Corporation (Nasdaq: CMCSA, CMCSK) is a global media and technology company with two primary businesses, Comcast Cable and NBCUniversal. Comcast Cable is the nation’s largest video, high-speed Internet and phone provider to residential customers under the XFINITY brand as well as to businesses. NBCUniversal operates 30 news and entertainment cable networks, the NBC and Telemundo broadcast networks, television production operations, television station groups, Universal Pictures and Universal Parks & Resorts.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following three segments: Automotive, Mobility, and Ford Credit. The Automotive segment engages in developing, manufacturing, marketing and servicing of Ford cars, Lincoln vehicles. The Mobility segment includes Ford Smart Mobility LLC and autonomous vehicles business. The Ford Credit segment comprises Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

The International Business Machines Corporation (IBM) is an American multinational technology and consulting corporation, with headquarters in Armonk, New York, United States. IBM manufactures and markets computer hardware and software, and offers infrastructure, hosting and consulting services in areas ranging from mainframe computers to nanotechnology.

Key Stats and Financials As of
Market Capitalization
$2.86B
Total Enterprise Value
Earnings Per Share
Investors
Details Hidden

H&F focuses on private equity investments in software, financial services, internet & media, business & information services, healthcare, insurance, retail & consumer and energy & industrial sectors. The firm focuses on investments in companies with high quality, growing businesses in developed markets. The firm participates as both a controlling shareholder and as a significant minority investor.

Details Hidden

Co-Founder at Financial Engines, Inc.

Details Hidden

Co-Founder at Financial Engines, Inc.

Suppliers
Xerox Corporation Entertainment

Xerox Corp. engages in the integration of paper and digital products. It operates through the following segments: Document Technology, Services, and Other. The Document Technology segment focuses on strategic products groups, which share common technology, manufacturing, and product platforms. The Services segment comprises solutions and services such as managed print services, workflow automation services, communication and marketing solutions, and revenues from partner print services offerings. The Other segment includes paper sales in its developing market countries, licensing revenues, global imaging system network integration solutions, and electronic presentation systems, and non-corporate items. The company was founded in 1906 and is headquartered in Norwalk, CT.

Aon Plc Human Resources & Personnel Services | London, England

Aon plc is the leading global provider of risk management services, insurance and reinsurance brokerage, and human resource consulting and outsourcing. Through its more than 62,000 colleagues worldwide, Aon delivers distinctive client value via innovative and effective risk management and workforce productivity solutions. Industry Leading Global Resources Our industry-leading global resources, technical expertise and industry knowledge are delivered locally through more than 500 offices in more than 120 countries. Aon was ranked by A.M. Best as the No. 1 global insurance brokerage in 2009, based on brokerage revenues, and voted best insurance intermediary, best reinsurance intermediary and best captives manager in 2010 by the readers of Business Insurance. Aon recognized many years ago that our clients want products and services built around their unique needs and provided by professionals with deep expertise in their industries and local markets. We saw that globalization demanded two capabilities: gather the best thinking from around the world and then deliver solutions locally. With worldwide distribution, a vast base of intellectual capital, and leading technology, we have built a professional services company to achieve these important goals—all focused on areas increasingly in demand: insurance brokerage, risk management, and human capital consulting

T. Rowe Price Group, Inc. Holding Companies | BALTIMORE, MD

T. Rowe Price Group, Inc. is a financial services holding company, which engages in the provision of investment management services through its subsidiaries. It provides an array of company sponsored U.S. mutual funds, other sponsored pooled investment vehicles, sub advisory services, separate account management, recordkeeping, and related services to individuals, advisors, institutions, financial intermediaries, and retirement plan sponsors. The company was founded by Thomas Rowe Price Jr. in 1937 and is headquartered in Baltimore, MD.

Competitors
Wells Fargo & Co. Retail & Commercial Banking - SAN FRANCISCO, CA

Wells Fargo & Co. is a diversified, community-based financial services company. It is engaged in the provision of banking, insurance, investments, mortgage, and consumer and commercial finance. The firm operates through the following segments: Community Banking, Wholesale Banking, Wealth & Investment Management, and Other. The Community Banking segment offers complete line of diversified financial products and services for consumers and small businesses including checking and savings accounts, credit and debit cards, and automobile, student, and small business lending. The Wholesale Banking segment provides financial solutions to businesses across the United States and globally. The Wealth and Investment Management segment includes personalized wealth management, investment and retirement products and services to clients across U.S. based businesses. The Other segment refers to the products of WIM customers served through community banking distribution channels. The company was founded by Henry Wells and William G. Fargo on March 18, 1852 and is headquartered in San Francisco, CA.

The Charles Schwab Corp. Investment Banking & Brokerage - SAN FRANCISCO, CA

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage and banking services to individual investors, and retirement plan services, as well as other corporate brokerage services, to businesses and their employees. The Advisor Services segment provides custodial, trading, retirement business, and support services as well as retirement business services, to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles R. Schwab in 1986 and is headquartered in San Francisco, CA.

Power Corp. of Canada Accounting & Financial Services - Montréal, QC

Power Corp. of Canada is a management and holding company, which engages in the provision of financial services; asset management; and sustainable and renewable energy. It operates through the following segments: Lifeco, IGM Financial, and Pargesa. The Lifeco segment offers life and health insurance, retirement, and investment management services, and involves in the asset management and reinsurance businesses. The IGM Financial segment provides investment advisory and management services. The Pargesa segment comprises minerals-based specialty solutions for industry; testing, inspection, and certification; cement, aggregates, and concrete; wines and spirits; design and distribution of sportswear; materials technology and recycling of precious metals; oil, gas, and chemical industries; global luxury brand; disposable hygiene products; supply of equipment and project management for the food and beverage sectors; and operation of regional leisure parks. The company was founded by Arthur J. Nesbitt and Peter A. Thomson on April 18, 1925 and is headquartered in Montreal, Canada.

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