Overview

Financial Engines

Information by Research TrustFinance

https://www.edelmanfinancialengines.com/

Originally founded in 1996 by Nobel Prize-winning economist William F. Sharpe, Financial Engines was a pioneer in providing technology-driven, personalized investment advice and management for workplace retirement plans like 401(k)s. The company's mission was to offer unbiased, high-quality financial help to millions of Americans. In 2018, Financial Engines was acquired and merged with Edelman Financial Services, creating the new entity Edelman Financial Engines. Today, it is one of the largest independent registered investment advisors in the United States, combining advanced technology with human financial planners to offer a full range of services, including retirement planning, investment management, and wealth management, to both individuals and workplace plan participants.

Founded in
United States

United States


Industry

    Financial

  • Wealth ManagementPRIMARY
  • Other Service