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WEBSITE
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SECTOR
Financial Technology and Services
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INVESTMENT YEAR
1999
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STATUS
Realized, IPO in 2010 (NASDAQ: FNGN)
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LOCATION
Palo Alto, CA
Financial Engines
Offers online investment analysis and advice through financial institutions and company 401k plans based on models developed by Nobel prize-winning economist William Sharpe.
Investment Theme
The massive wave of retiring baby boomers is driving demand for consumer-friendly, low-cost asset management solutions and services.