Financial Engines, Inc., founded in 1996 and based in Sunnyvale, California, provides independent investment advisory services focused on retirement planning. As a subsidiary of Edelman Financial Engines, the company aims to make high-quality financial guidance accessible to individuals irrespective of their wealth. Financial Engines partners with Fortune 500 companies to offer its advisory services as an employee benefit, ensuring that workers receive personalized financial advice without the influence of commission-based incentives. The company emphasizes a technology-enabled approach, combining fee-based advice with online services and dedicated advisors to promote financial wellness, helping employees build a secure financial future.
Allfunds Bank SAU is a financial services company that specializes in intermediation and investment solutions for a diverse range of clients, including commercial banks, private banking institutions, fund managers, insurance companies, and fund supermarkets across multiple countries, including Spain, Italy, the United Kingdom, Chile, Colombia, Dubai, Luxembourg, and Switzerland. The company offers a comprehensive platform for fund distribution that incorporates dealing, custody, and administration services, utilizing straight-through processing for efficiency. Allfunds provides a variety of investment products, including mutual funds and Exchange Traded Funds (ETFs), and offers consultancy services tailored to institutional clients. Additionally, the firm supplies tools for analysis, marketing support, reporting, and fund research, facilitating customized solutions for distributors. Established in 2000 and headquartered in Madrid, Spain, Allfunds maintains additional offices in Milan, Italy, and Sao Paulo, Brazil.
Wood MacKenzie - As a global leader in commercial intelligence for the energy, metals and mining industries, They provide objective analysis and advice on assets, companies and markets, giving clients the insight they need to make better strategic decisions.