Financial Engines, Inc.

Financial Engines, Inc.

Financial Engines, Inc.

Date Founded



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

Type of Company


Employees (Worldwide)



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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Executives & Employees


President, Chief Executive Officer & Director

Executive Vice President, Investment Management & Chief Investment Officer

Chief Operating Officer & Executive Vice President

Executive Vice President, General Counsel & Secretary

Executive Vice President & Chief Administrative Officer & Chief Risk Officer

Executive Vice President of Human Resources


Head-Investor Relations

Head, Consumer & Enterprise Marketing

Board of Directors

Co-Founder at Financial Engines, Inc.

Professional at Avanos Medical, Inc.

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

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

Founding Partner at FTV Management Co. LP

Managing Director, Financial Services at Warburg Pincus LLC

Paths to Financial Engines, Inc.
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Financial Engines, Inc.
Owners & Shareholders
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Beryl Capital Management LLC is a private company headquartered in Redondo Beach, CA. The firm provides investment advice. It was founded in 2013 by David Alexander Witkin, he has been the CEO since then.

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Sand Grove employs an Event Driven strategy with a focus on Europe and seeks to achieve absolute returns by pursuing a flexible value biased style with disciplined risk controls, exploiting idiosyncratic opportunities across the capital structure. It has a dynamic, value-biased investment approach with no pre-defined asset allocation, and is flexible to select and invest in the optimal part of the capital structure. The aim is to limit downside exposure by being very selective and focusing only on investments with the correct risk/return characteristics. A strong trading discipline and risk control framework are employed to mitigate potential losses.

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Glazer Capital's investment objective is to achieve consistent returns, independent of stock market movements, by pursuing primarily a merger arbitrage strategy. The firm seeks to minimize market risks by identifying and exploiting inefficiencies in the financial markets, thereby generating returns that are not correlated to stock market performance. Glazer Capital may trade and invest in all manner of equity and debt securities of domestic and foreign issuers and may enter into derivative transactions, purchase and sell options (long and short) and forward contracts, and engage in short selling. They may also utilize various other investment strategies which they consider appropriate for the client, including, but not limited to, debt refinancing, closed-end fund arbitrage, and warrant and rights arbitrage. The funds also invest in the securities of companies undergoing corporate changes, or for which some form of event, or catalyst, such as a share buy-back, change in management, spin-off, debt recapitalization, or other special situation, may lead to a change in value of the issuer's securities.

Recent Transactions
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Hellman & Friedman LLC purchases Financial Engines, Inc.

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Financial Engines, Inc. issued . USD Common Stock

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Financial Engines, Inc. issued . USD Common Stock

Transaction Advisors

Advised onFinancial Engines, Inc. issued . USD Common Stock


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


Advised onFinancial Engines, Inc. issued . USD Common Stock


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

Advisors & Consultants

President & Chief Executive Officer at Coursera, Inc.

Legal Advisor

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


Former Chief Accounting Officer at Financial Engines, Inc.


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.

Texas Instruments Inc. engages in the design and manufacture semiconductor solutions for analog and digital embedded and application processing. It operates through the following business segments: Analog & Embedded Processing. The Analog segment semiconductors change real-world signals such as sound, temperature, pressure or images, by conditioning them, amplifying them and often converting them to a stream of digital data that can be processed by other semiconductors, such as embedded processors. Embedded processing segment designed to handle specific tasks and can be optimized for various combinations of performance, power and cost, depending on the application. The company was founded by Cecil H. Green, Patrick Eugene Haggerty, John Erik Jonsson and Eugene McDermott in 1930and is headquartered in Dallas, TX.

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 2017
Market Capitalization
Total Enterprise Value
Earnings Per Share
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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.

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Co-Founder at Financial Engines, Inc.

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Co-Founder at Financial Engines, Inc.

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. Investment Services & Portfolio Management | 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.

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

The Charles Schwab Corp. is a holding company, which engages in the provision of financial services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail and corporate brokerage and retirement plan services. The Advisor Services segment offers custodial, trading, retirement business, and support services. The company was founded by Charles R. Schwab in 1986 and is headquartered in San Francisco, CA.

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.

Power Corp. of Canada Insurance: Life & Health - 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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