# Financial Engines

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/financial-engines

- Industry: Financial Services
- Headquarters: Sunnyvale, US
- Total disclosed funding: $114M
- Latest round: Series E (Dec 16, 1999)
- Investors on record: 21

## About

Founded in 1996 and based in the US, Financial Engines, Inc. operates as a provider of financial advisory, portfolio management, financial and retirement income planning and financial education services. In July 2018, Hellman & Friedman agreed to acquire Financial Engines, Inc. at USD 45 per share for a total deal value of USD 3.02 billion in cash.

## Funding rounds

- Series E, Dec 16, 1999, $85M — Wells Fargo Capital Finance, New Enterprise Associates, Foundation Capital, Charter Life Sciences, State Street Investment Management, Oak Hill Capital, E*TRADE, TWP Private Wealth Management, JP Morgan Asset Management, Intel Corporation Pension Plans, Pivotal Investments, Chase Manhattan Bank, American International Group, Inc., Mr. Cooper Group Inc., Merrill Lynch & Co., Goldman Sachs Asset Management, Amerindo Investment Advisors
- Series C, Jun 3, 1999, $20M — New Enterprise Associates, Foundation Capital, Charter Life Sciences, FTV Capital, HLM Venture Partners, TTC Invest, Pivotal Group, Amerindo Investment Advisors
- Series B, Sep 30, 1998, $9M — New Enterprise Associates, Foundation Capital, Charter Life Sciences, TTC Invest
- Series A, Jun 1, 1997 — New Enterprise Associates, Foundation Capital

## Investors

- New Enterprise Associates (https://capitalatlas.ai/funds/new-enterprise-associates) — Series A, Series B, Series C, Series E
- Foundation Capital (https://capitalatlas.ai/funds/foundation-capital) — Series A, Series B, Series C, Series E
- Charter Life Sciences (https://capitalatlas.ai/funds/charter-life-sciences) — Series B, Series C, Series E
- TTC Invest — Series B, Series C
- FTV Capital (https://capitalatlas.ai/funds/ftv-capital) — Series C
- HLM Venture Partners (https://capitalatlas.ai/funds/hlm-venture-partners) — Series C
- Pivotal Group (https://capitalatlas.ai/funds/pivotal-group) — Series C
- Amerindo Investment Advisors — Series C, Series E
- Wells Fargo Capital Finance (https://capitalatlas.ai/funds/wells-fargo-capital-finance) — Series E
- State Street Investment Management (https://capitalatlas.ai/funds/state-street-investment-management) — Series E
- Oak Hill Capital (https://capitalatlas.ai/funds/oak-hill-capital) — Series E
- E*TRADE — Series E
- TWP Private Wealth Management (https://capitalatlas.ai/funds/twp-private-wealth-management) — Series E
- JP Morgan Asset Management (https://capitalatlas.ai/funds/jp-morgan-asset-management) — Series E
- Intel Corporation Pension Plans — Series E
- Pivotal Investments (https://capitalatlas.ai/funds/pivotal-investments) — Series E
- Chase Manhattan Bank — Series E
- American International Group, Inc. — Series E
- Mr. Cooper Group Inc. — Series E
- Merrill Lynch & Co. — Series E
- Goldman Sachs Asset Management (https://capitalatlas.ai/funds/goldman-sachs-asset-management) — Series E