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Financial Finesse

51-200 Employees Founded 1999 Financial Services

Financial Finesse is the country’s leading independent provider of unbiased financial wellness benefits.   Since 1999, we’ve helped over 10,000 organizations, including many of the Fortune 1000, improve their bottom lines and become more competitive by empowering their employees to achieve financial security.   We do this by making our award-winning financial wellness programs available to employees at no cost as an employer-sponsored benefit. With highly personalized and ongoing one-on-one coaching from CFP® professionals, AI-powered virtual coaching, live workshops, webcasts, educational tools and content, we reach over 2.4 million individuals every year.   We believe that everyone should have access to unbiased financial coaching, regardless of income, job type or any other factor, and we’re on a mission to bring these life-changing services to as many people as possible.   We do not sell any financial products or manage any assets. We’re in the business of changing financial lives. For a private demo tailored to your business contact us at [email protected].

Specialties: financial education programs, benefits planning education, strategic workplace financial education solutions, financial wellness programs, and financial education and wellness best practices

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