Financial Engines
Financials
Estimates*
EUR | 2015 | 2016 | 2017 |
---|---|---|---|
R&D budget | 33.0m | 36.0m | 37.0m |
Source: Dealroom estimates
Date | Investors | Amount | Round |
---|---|---|---|
- | N/A | - | |
N/A | Early VC | ||
N/A | Growth Equity VC | ||
N/A | N/A | Series F | |
N/A | N/A | IPO | |
* | $3.0b Valuation: $3.0b | Acquisition | |
Total Funding | - |
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Recent News about Financial Engines
EditFinancial Engines is a leading financial planning and investment management firm that provides personalized financial advice to individuals across various life stages. The company serves a diverse clientele, including individuals planning for retirement, managing college expenses, or dealing with unexpected life events. Operating in the financial services market, Financial Engines offers a comprehensive suite of services that include investment management, retirement planning, and financial education. The business model is centered around providing tailored financial plans that adapt as clients' lives evolve, ensuring long-term financial stability. Financial Engines generates revenue through advisory fees, asset management fees, and educational services. The firm leverages its expertise to offer high-quality, affordable financial advice, making it accessible to a broad audience. With a strong emphasis on personalized service, Financial Engines aims to help clients achieve their financial goals through every stage of life.
Keywords: financial planning, investment management, retirement planning, personalized advice, asset management, financial education, advisory fees, tailored plans, life stages, financial stability.