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Financial Finesse

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United States

Founded in

1999 (26 Years)

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Get to know Financial Finesse

Founded in 1999, Financial Finesse is a pioneer in the financial wellness industry. The company partners with corporations and organizations to provide their employees with access to confidential and unbiased financial coaching from Certified Financial Planners™ (CFPs®), an A.I.-powered virtual coach, and online educational resources. Their business model is built on being an independent, product-free service, meaning they do not sell or manage financial products, ensuring their guidance is objective and solely in the employee's best interest. Their mission is to empower individuals to become financially secure and to improve their overall well-being.

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  • Financial Financial AdvisementPRIMARY
  • Financial Other Service

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