Financial Engines, Inc.

Financial Engines, Inc. was founded in 1996 and is headquartered in Palo Alto, California. Financial Engines, Inc. and its subsidiaries provide independent, technology-enabled portfolio management services, investment advice, and retirement help to participants in employer-sponsored defined contribution plans, such as 401(k) plans. The company helps investors plan for retirement by offering personalized plans for saving and investing, as well as by providing assessments of retirement income needs and readiness. Its services include Professional Management, a discretionary managed account service designed for plan participants who want personalized and professional portfolio management services, investment advice, and retirement help from an independent investment advisor; Online Advice, a nondiscretionary Internet-based service that offers personalized advice to plan participants who wish to take an active role in personally managing their retirement portfolios; and Retirement Evaluation, a retirement readiness assessment provided to plan participants upon plan rollout.
Contact Details
Executives
Chairman
Paul G. Koontz
President, CEO, and Director
Jeffrey N. (Jeff) Maggioncalda
EVP and CFO
Raymond J. (Ray) Sims