Financial Engines
Curated by SignalRobo-advisory platform delivering integrated wealth management and financial planning.
Overview
Financial Engines operates as a fintech company that offers robo-advisory services designed for wealth managers. The platform provides automated investment advice and portfolio management, employing algorithms to create and maintain diversified portfolios that align with client risk tolerance and financial objectives. The company targets both individuals and businesses, including Fortune 500 companies, and addresses the need for integrated financial planning, retirement strategies, and wealth management. The platform includes features such as market analysis and performance tracking, which support data-informed decision-making for wealth managers. The company's mission is to assist clients in achieving their financial goals through personalized strategies and expert guidance.
Key facts
- Founded
- 1996
- Headquarters
- Sunnyvale, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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- Phone
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