Our History

Financial Engines was founded on the idea that everyone deserves clear financial advice and guidance. And that hasn't changed in over 22 years.

  1. Founding of the Company – Pioneers in Online Advice
  2. Launches 401(k) Professional Management in the workplace
  3. Launches the first retirement income solution designed specifically for 401(k) plans
  4. Expands into IRA Management
  5. Offers Social Security guidance and income planning
  6. Acquires The Mutual Fund Store – Offers comprehensive financial planning and investment advice via national network of advisors.
  7. Merges with Edelman and further expands financial planning capabilities and the nationwide advisor network
Financial Engines pioneered online investment advice with the launch of the first independent online advice platform, and transformed the way people plan, save, and invest for retirement, regardless of their wealth or expertise. Today, we are the largest independent investment advisor with a nationwide network of advisor locations. We offer comprehensive, personalized financial planning and objective advice, in person, to everyday American families across the country.