Recently Released!!!
Date Published: October 2011
50 Slides
Financial Engines was founded by Bill Sharpe in 1996 and is based in in Palo Alto, CA. The firm has 303 employees, 8 record keeper partners, 385 corporate clients, 7.4 million plan participants, generates $112 million revenues, & earns $64 million. Financial Engines is a public company traded on the NASDAQ under the symbol FNGN and is led by its CEO Jeff Maggioncalda. Its web site can be found at www.financialengines.com.
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, assets under administration, revenues, & net profits.
Its profile includes detailed outlines of its core businesses:
- Retirement Education
- Online Advice
- Professional Management (Financial Engines Advisors)
And its profile concludes with the highlights of its organizational structure & ownership.
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