Financial Engines provides advice technology and services to help financial institutions and employers solve real-world investor problems for their clients and employees. Financial Engines’ services provide specific, actionable investment recommendations based on the outcomes an investor wants to achieve and can be delivered through the web, phone, or face-to-face. More than 15 financial institutions and 800 plan sponsors have hired

Financials

Date Type Amount Investors Valuation
11/01/04 Series D 15.1M Oxford Finance, Alex Edelstein, Johnson & Johnson Development Corp., Clarian Health Ventures, Three Arch Ventures, Menlo Ventures,, Scott Jones, Pittsburgh Equity Partners, Systems, Instant Finder, Canaan Partners, August Capital, Menlo Ventures, Rho Ventures, Sevin Rosen Funds, Star Ventures, Avalon Ventures, General Catalyst Partners, Crosslink Capital, Scale Venture Partners, Qualcomm, TransLink Capital, Presidio Ventures, Keating Capital, VantagePoint Venture Partners, Lionhart, Aeris Capital, CodeWord Limited BVI, Chevron Technology Ventures, Bunge Unknown

People

Anne Tuttle (General Counsel)

Larry Raffone (EVP Sales & Client Services)

Mark Wolfson (Board Member)

Kelly O’Donnell (Director of Marketing)

Jeff Maggioncalda (President/CEO)

View more details about all 24 people at Financial Engines

Competitors

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