Financial Engines Stock Company Profile
Information
1050 Enterprise Way
Sunnyvale CA 94089
408-498-6000
Description
Financial Engines, Inc. provides independent, technology-enabled personalized portfolio management services, investment advice, and retirement income services primarily to participants in employer-sponsored defined contribution plans in the United States. It offers investors to plan for retirement by offering personalized plans for saving, investing, and generating retirement income, as well as by providing assessments of retirement income needs and readiness. It provides Professional Management, a discretionary managed account service designed for plan participants who want affordable, personalized and professional portfolio management services, investment advice, and retirement income services from an independent investment advisor. The company also offers Online Advice, an Internet-based non-discretionary investment advisory service that offers personalized investment advice for plan participants who manage their portfolios directly. In addition, it provides Retirement Evaluation, a retirement readiness assessment provided to plan participants upon plan rollout; and social security claiming guidance through registered investment advisor representatives. The company delivers its services to plan sponsors and plan participants primarily through connections to eight retirement plan providers. Financial Engines, Inc. was founded in 1996 and is headquartered in Sunnyvale, California.