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 * What we do
   * U.S.
   * Global
   * Diversity, Equity, and Inclusion
   * Benefits Change Management
 * Coaching
   * Our Coaches
   * Aimee
 * Innovation
   * Our Innovation Story
   * Financial Wellness Think Tank™
   * Financial Finesse Ventures
 * About
   * About Financial Finesse
   * Press
   * Careers
 * Contact us

Contact us


OUR MISSION IS TO PROVIDE LIFE-CHANGING FINANCIAL COACHING TO EVERYONE.

With human and AI-powered coaching, our benefit inspires employees to become
financially well, transforming lives and workplaces everywhere.

Get in touch


EMPLOYEES WE COACH REPORT MAJOR REDUCTIONS IN FINANCIAL STRESS AND IMPROVEMENTS
IN JOB SATISFACTION.

Our personalized financial coaching empowers employees to maximize their
compensation and benefits.

Over


2.5M

employees reached


86%

of users report increased benefits satisfaction




54%

of users initially reporting high financial stress improve to low or no stress


72%

of users who report low credit scores go on to boost their score to at least 740


81%

of users with little/no emergency savings fully-funded their emergency savings
account


WE ARE TRUSTED BY OVER 20,000 EMPLOYERS AROUND THE WORLD.




FINANCIAL WELLNESS FOR EVERYONE


FINANCIAL COACHING + FINANCIAL TECHNOLOGY

When passionate, experienced coaches come together with market-leading
technology, remarkable transformations happen. We call it mass personalization
and it is changing financial lives at scale.

Our coaches are and always will be at the core of what we do—while our
technology amplifies their knowledge, expertise, and proven coaching strategies,
driving meaningful change for millions.




OUR PLATFORM

No two financial journeys are alike, and people learn differently. Our
integrated, multi-channel platform meets each employee where they are and
propels them forward, delivering tangible outcomes for your workforce,
organizational culture, and bottom line.


ONE PLACE FOR EMPLOYEE WELLNESS

Personalized Financial Wellness Hub

An interactive homebase and learning center tailored to each employee’s unique
financial journey and gamified to make taking critical steps forward feel simple
and fun.

Includes:

 * Access to live coaches and Aimee, our AI-powered virtual financial coach
 * Full integration of employee benefits
 * Interactive tools, calculators, and life event guides


UNLIMITED HUMAN CONNECTION

CFP® financial coaches, on-demand

Employees have unlimited access to experienced CFP® coaches who have intimate
knowledge of their benefits and a passion for changing financial lives.

Includes:

 * Dedicated employer coaching line
 * Online chat
 * Live workshops and webcasts



Learn more ⟶




AI-POWERED COACHING

Aimee, your employees’ virtual coach

The only AI-powered coach backed by research, behavioral science, and 25 years
of live coaching experience.

Includes:

 * Ongoing personalized coaching to help employees maximize both their
   compensation and benefits
 * Dynamic Financial Wellness Score™ and Action Plan
 * Instant answers to financial questions with AI-powered search



Learn more ⟶


END-TO-END SUPPORT

From program design to results

We get to know your workforce, benefits, challenges, and objectives and build
customized programs tailored to your employees’ unique needs.

Includes:

 * Tailored program design
 * Custom marketing
 * Data and analytics and ROI analysis
 * Ongoing consulting and optimization





WE’VE GOT THE WORLD TALKING.

Financial Finesse
Founder and CEO, Liz Davidson, on AI

watch

2024 Winner: Best
Personal Finance
Platform

read

It’s Time to Prioritize Employees’ Financial
Health

Read

Financial Wellness is
Key to Good Mental & Emotional Wellbeing

Read


See more press


FOR EMPLOYEES


DO I HAVE FINANCIAL FINESSE?

Over 20,000 employers offer their employees unlimited access to our financial
coaching solutions at no cost as an employee benefit. Enter your company email
address to find out if your employer offers Financial Finesse, too.






Search


LET’S CHAT


INTERESTED IN LEARNING MORE ABOUT HOW
WE CHANGE FINANCIAL LIVES?

Contact us

We are a people company on a mission to deliver life-changing financial guidance
to those who need it most.




WHAT WE DO

U.S.

Global

DEI

Benefits Change Management


COACHING

Our Coaches

Aimee


INNOVATION

Our Innovation Story

Think Tank

Financial Finesse Ventures


ABOUT

About Financial Finesse

Press

Careers

Copyright © 2024 Financial Finesse | 

All Rights Reserved | Privacy Policy



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