Insights

Independent advisory Financial Engines is a large independent investment advisor serving over 9.5 million people across more than 700 companies, including 146 Fortune 500 firms, indicating strong demand for scalable, advisor-led financial planning and investment management services that we can potentially partner with.

Enterprise reach The company already partners with major employers (including ADP relationships) and offers fiduciary distribution reviews, presenting an opportunity to cross-sell retirement plan services, fiduciary support, and integrated financial wellness programs to HR and benefits teams.

Tech-enabled scale With a technology stack featuring Optimizely, Power BI, MicroStrategy, Sitecore and other digital tools, they emphasize digital delivery and analytics; this suggests opportunities for advanced data analytics, personalized planning experiences, and scalable digital onboarding solutions.

Growth through acquisitions Historical growth through acquisitions (Mutual Fund Store, Edelman Financial Engines) and private equity involvement signal openness to strategic partnerships, integrations, and white-label solutions that complement existing offerings.

Compliance and risk Past investigations and fiduciary duty considerations indicate a potential focus on governance, compliance, and risk management solutions, offering services such as fiduciary reviews, regulatory reporting, and controls optimization for advisory operations.

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Financial Engines Tech Stack

Financial Engines uses 8 technology products and services including Optimizely, AdRoll, Crazy Egg, and more. Explore Financial Engines's tech stack below.

Optimizely
A/B Testing
AdRoll
Advertising
Crazy Egg
Analytics
MicroStrategy
Business Intelligence
Power BI
Business Intelligence
Sitecore
Content Management System
WordPress
Content Management System
Atlassian Jira
Issue Trackers

Media & News

Financial Engines's Email Address Formats

Financial Engines uses at least 4 email formats:

Financial Engines Email Formats	Example	Percentage
FLast@financialengines.com	JDoe@financialengines.com	89%
FirstLast@financialengines.com	JohnDoe@financialengines.com	5%
FiLast@financialengines.com	JoDoe@financialengines.com	3%
First.Last@financialengines.com	John.Doe@financialengines.com	3%

Frequently Asked Questions

What is Financial Engines's phone number?

You can contact Financial Engines's main corporate office by phone at

+1-650-565-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Financial Engines's stock symbol?

Financial Engines is a publicly traded company; the company's stock symbol is FNGN.

What is Financial Engines's official website and social media links?

Financial Engines's official website is financialengines.com and has social profiles on LinkedIn and Crunchbase.

How much revenue does Financial Engines generate?

As of August 2026, Financial Engines's annual revenue is estimated to be $250M - $500M.

What is Financial Engines's NAICS code?

Financial Engines's NAICS code is 52 - Finance and Insurance.

How many employees does Financial Engines have currently?

As of August 2026, Financial Engines has approximately 191 employees across 4 continents, including North America, Asia and Europe. Key team members include Chief Financial Officer: R. A., Chief Financial Officer: T. I. and Sr Manager / Architect: K. G. Explore Financial Engines's employee directory with LeadIQ.

What industry does Financial Engines belong to?

Financial Engines operates in the Financial Services industry.

What technology does Financial Engines use?

Financial Engines's tech stack includes Optimizely, AdRoll, Crazy Egg, MicroStrategy, Power BI, Sitecore, WordPress and Atlassian Jira.

What is Financial Engines's email format?

Financial Engines's email format typically follows the pattern of FLast@financialengines.com. Find more Financial Engines email formats with LeadIQ.

When was Financial Engines founded?

Financial Engines was founded in 1996.

Financial Engines

Q: How many employees does Financial Engines have currently?

Financial Engines has approximately 191 employees.

Q: What technology does Financial Engines use?

Financial Engines's tech stack includes AdRoll, Python, SciPy, GraphQL, React.

Q: What is Financial Engines's NAICS code?

Financial Engines's NAICS code is 52 (Finance and Insurance).

Financial ServicesCalifornia, United States51-200 Employees

Financial Engines offers comprehensive financial planning along with professional investment management and advice intended to improve financial clarity for individuals. It serves more than 9.5 million people through partnerships with over 700 companies, including 146 Fortune 500 firms, supported by online services and dedicated advisors. The firm is based in Sunnyvale, California, and was co-founded in 1996 by Nobel Prize-winning economist William F. Sharpe. 

 It is described as America's largest independent investment adviser. In 2019 it launched Fiduciary Distribution Review to help workers navigate retirement decisions when changing jobs. All advisory services are provided by Financial Engines Advisors L.L.C.