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Financial Engines Overview
Financial Engines provides advice technology and services to help financial institutions and employers solve real-world investor problems for their clients and employees. Financial Engines' services provide specific, actionable investment recommendations based on the outcomes an investor wants to achieve and can be delivered through the web, phone, or face-to-face. More than 15 financial...More»
Financial Engines provides advice technology and services to help financial institutions and employers solve real-world investor problems for their clients and employees. Financial Engines' services provide specific, actionable investment recommendations based on the outcomes an investor wants to achieve and can be delivered through the web, phone, or face-to-face. More than 15 financial institutions and 800 plan sponsors have hired«Less
Key People
Management
- Ken Fine, EVP Marketing
- Ronald Park, CTO
- Raymond Sims, CFO
- Debbi Behrman, VP Human Resources
- Jacqueline Hipps, EVP Service Delivery
- Gary Hallee, EVP Technology
- John Thibault, VP Marketing
- Karin Walker, Director of Finance
- Jeff Maggioncalda, President/CEO
- Kelly O'Donnell, Director of Marketing
- Larry Raffone, EVP Sales & Client Services
- Anne Tuttle, General Counsel
Funding
| Date | Type | Capital Amount | Post-Money Valuation | Investors |
|---|---|---|---|---|
| 11/01/2004 | Series D | 15.1M | Unknown |
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