Financial Engines:
Providing Investment Advice to Defined Contribution Plan Participants

Recently Released!!!
Date Published: August 14, 2014
Summary Power Point Deck: 27 Slides

Reference Power Point Deck: 118 Slides

Financial Engines was founded by Joe Grundfest & Bill Sharpe in 1996 and is based in Sunnyvale, CA. The firm has 442 employees, eight record keeper partners, 500 corporate clients, 8.3 million corporate client plan participants, $239.0 million revenues, $156.4 million expenses, $44.9 pre-tax earnings, $55.8 million adjusted EBITDA, $30.0 million net profits, $25.0 million adjusted net profits, & $30.0 million net profits attributable to common shareholders. Financial Engines is a public company traded on the NASDAQ under the symbol FNGN and is led by its Chairman Paul Koontz & CEO Jeff Maggioncalda. Its web site can be found at

Financial Engines' comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Introduction Phase
  • Restructuring Phase
  • Growth Phase
  • IPO Phase
Its profile includes the key statistics of the firm, including its number of offices, employees, record keeper partners, corporate clients, corporate client plan participants, corporate client plan assets, revenues, cost of goods sold, gross profits, expenses, other operating expenses, selling, general, & administrative expenses, research & development expenses, depreciation & amortization expenses, operating income, adjusted EBITDA, interest expenses, interest & investment income, other non-operating income (expenses), pre-tax earnings, income tax expenses, net profits, adjusted net profits, & net profits attributed to common shareholders.
Its profile includes detailed outlines of its core businesses:
  • Retirement Evaluation
  • Online Advice
  • Professional Management (Financial Engines Advisors)
And its profile concludes with the highlights of its organizational structure & ownership.

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