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Financial Engines Employee Directory

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.

Find Financial Engines employees' phone numbers or email addresses

Financial Engines Global Highlights

Location
Employees

North America
214

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  • United States Of America
    212
  • Canada
    2

Asia
6

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  • India
    3
  • Viet Nam
    1
  • Indonesia
    1
  • Iran
    1

Europe
6

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  • United Kingdom Of Great Britain And Northern Ireland
    4
  • Germany
    1
  • Greece
    1

Africa
3

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  • Nigeria
    1
  • South Africa
    1
  • Morocco
    1

Financial Engines's Leadership

  • Stylized image of a person
    R. A.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    T. I.
    Chief Financial Officer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    K. G.
    Sr Manager / Architect
    Phone icon
    Mobile Phone
  • Stylized image of a person
    S. W.
    Senior Manager, Investor Services
    Phone icon
    Mobile Phone
  • Stylized image of a person
    Y. I.
    Senior Marketing Manager
    Phone icon
    Mobile Phone
  • Stylized image of a person
    M. B.
    Sr. Devedelopment Engineer
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. T.
    Investment Advisor Representative, Crpc®
    Phone icon
    Mobile Phone
  • Stylized image of a person
    A. S.
    Receptionist And Admin Assistant
    Phone icon
    Mobile Phone

Financial Engines Employee Metrics

100%
50%
0%
2026
2025
  • Finance
  • Engineering
  • Analytics
  • Program & Project Management
  • Accounting
  • Other
  • Administrative
  • Banking
  • Community & Social Services

Contact profiles from Financial Engines

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    R. A.
    Chief Financial Officer
    Phone icon
    Mobile Phone
    CanadaOntario
    Nov 10, 2025
  • Stylized image of a person
    T. I.
    Chief Financial Officer
    Phone icon
    Mobile Phone
    Jul 08, 2026
  • Stylized image of a person
    K. G.
    Sr Manager / Architect
    Phone icon
    Mobile Phone
    United KingdomGreater London
    Jan 29, 2024
  • Stylized image of a person
    S. W.
    Senior Manager, Investor Services
    Phone icon
    Mobile Phone
    Oct 26, 2025
  • Stylized image of a person
    Y. I.
    Senior Marketing Manager
    Phone icon
    Mobile Phone
    Indonesia
    Nov 10, 2025
  • Stylized image of a person
    M. B.
    Sr. Devedelopment Engineer
    Phone icon
    Mobile Phone
    Canada
    May 29, 2026
  • Stylized image of a person
    J. T.
    Investment Advisor Representative, Crpc®
    Phone icon
    Mobile Phone
    Apr 15, 2026
  • Stylized image of a person
    A. S.
    Receptionist And Admin Assistant
    Phone icon
    Mobile Phone
  • Stylized image of a person
    E. S.
    Email Marketing Associate
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    J. W.
    Financial Management
    Phone icon
    Mobile Phone
    GermanyNordrheinwestfalen
    Jan 05, 2025

Frequently Asked Questions

What is Financial Engines known for?

Minus sign iconPlus sign iconFinancial Engines was founded in 1996 operates in the Financial Services industry; you can contact the main corporate office by phone at
+1-650-565-****
. Explore Financial Engines's company overview page for more information.

What is Financial Engines's most common email format?

Minus sign iconPlus sign iconFinancial Engines employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Financial Engines email formats with LeadIQ.

How many employees does Financial Engines have currently?

Minus sign iconPlus sign iconFinancial Engines has approximately 191 employees as of July 2026. These team members are located across 4 continents, including North AmericaAsiaEurope.

Who are Financial Engines's key employees and leadership?

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As of July 2026, Financial Engines's key employees include:

  • Chief Financial Officer: R. A.
  • Chief Financial Officer: T. I.
  • Sr Manager / Architect: K. G.
  • Senior Manager, Investor Services: S. W.
  • Senior Marketing Manager: Y. I.

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