Financial Finesse

Honored to share that Financial Finesse was named 2025's “Best Financial Coaching Platform” by the FinTech Breakthrough Awards, a global competition recognizing the world’s most innovative companies, technologies, and #FinTech solutions. 🚀 The award recognizes Aimee (Artificial Intelligence Motivating Employees Everywhere), the only AI-powered virtual financial coach to diagnose employees' most significant financial challenges and provide them with concrete action steps, deliver deeply personalized and ongoing financial guidance, and provide instant answers to any financial and benefits questions that users can trust implicitly. Congrats to all the innovators recognized this year and thank you to the FinTech Breakthrough Awards! #ai #employeebenefits #financialcoaching

Today, we are excited to announce an integrated solution to power employer #emergencysavings initiatives with SecureSave! 🔐 The new offering connects our holistic #financialcoaching platform with SecureSave’s Workplace Emergency Savings Accounts (ESAs), driving quick, tangible results. Employees using the integrated solution save more and show significant signs of improved #financialwellness. "In these uncertain times, many American workers are more financially stressed and vulnerable than ever. Over 70% of our users receive an action step related to emergency savings, and by integrating SecureSave's ESA benefit into our holistic coaching experience, we can get them saving and on the path to security even faster," said Liz Davidson, Founder CEO of Financial Finesse. #employeebenefits #emergencysaving #emergencyfund

Check out the latest episode of Financial Wellness at Work.🎙️ Join host Julie Everett, CFP®, Financial Coach Don Edlin, CFP®, MFCS, and our guest, Tony, to hear how having a #financialcoach helped Tony create a financial plan, work the plan, and live more in the present, knowing his money is working hard for him in the background. “Your money should work at least as hard as you do!” — Tony [8:31] “It’s important to have your eye on the horizon [financially], so to speak, but also have your feet very grounded in the present.” — Tony [10:58] “It’s the [financial] plan that allows you to be spontaneous or to take diversions without wrecking the long-term goals.” — Don Edlin [35:06] Listen here 👇 https://lnkd.in/g4GZ2sKh

We're proud to share that our founder and CEO Liz Davidson has been named to Inc. Magazine’s 2025 #FemaleFounders500, a list of the most creative, inspiring, and impactful women entrepreneurs in America. 26 years ago, with a bootstrapped budget and lean team, Liz pioneered today's burgeoning financial wellness industry. Today, we're the largest independent provider of financial wellness coaching as an #employeebenefit, reaching millions of employees across tens of thousands of employers and transforming financial lives at scale. It's been an incredible ride -- and this is only the beginning! Congrats to Liz and to all the amazing leaders honored. 🚀 https://lnkd.in/gPz_bCqf

Check out the latest episode of Financial Wellness at Work.🎙️ Join host Julie Everett, Financial Coach Alesha Isaacs, CFP®, and our guest, Majd, to hear how having a #financialcoach helped Majd prepare for a cross country move for work with confidence. If you've ever moved across state lines, you'll relate. “[With Financial Finesse] I just feel empowered in the sense that if I need help with something, I know that there’s someone to turn to, and I know there’s someone that’s going to take the time to explain things in a simple way.” — Majd [14:33] “[Working with Financial Finesse has] changed things in the fact that I know that I have someone that I can trust.” — Majd [14:03] Listen here 👇 https://lnkd.in/ggv8gx56

Big thanks to William Tincup and Ryan Leary from WRKdefined for featuring our founder and CEO, Liz Davidson, and OfColor founder, Yemi Rose, on the "You Should Know" podcast. With our recent acquisition of OfColor, we've enhanced our ability to deliver deeply personalized coaching and content to boost employee financial wellness, reduce workplace stress, and drive impactful #DEI initiatives. Tune in to hear Liz and Yemi discuss how companies can empower employees, foster inclusion, and change lives and workplaces at scale. https://lnkd.in/g4W2pW7v

Happy to see our VP of AI and Integrations, Edwin Jongsma, published by The Cloud Awards. Check out his op-ed, "Enhancing the World of Finance Through Safe and Responsible AI," for his perspectives and to see how Financial Finesse is leading the way. "The best way to guarantee that this technology is created safely is for the technology to be built on a closed loop model and for the human to remain in the loop."

We had a great time at the Benzinga Fintech Deal Day conference and Global Fintech Awards yesterday in NYC! We're proud to share that in recognition of Aimee, our AI-powered virtual financial coach, Financial Finesse was a named a winner! Thanks to Benzinga for highlighting our efforts to positively shape the future of #Fintech, and to change financial lives at scale -- and congrats to all of the amazing companies honored this year.

Honored to share that Financial Finesse took home the US FinTech Award for “Personal Finance Tech of the Year” last night! 🚀 The award recognizes Aimee (Artificial Intelligence Motivating Employees Everywhere), the only AI-powered virtual financial coach to diagnose employees' most significant financial challenges and provide them with concrete action steps, deliver deeply personalized and ongoing financial guidance, and provide instant answers to any financial questions that users can trust implicitly. With Aimee, we're delivering deeply personalized #financialcoaching at scale and changing more financial lives than ever before. Congrats to all of this year's winners and nominees and thank you to the US FinTech Awards for putting a spotlight on our work. #fintech #employeebenefits #USFinTechAwards

UPDATE: We're happy to share that Financial Finesse has acquired the OfColor business. OfColor is a bold #financialwellness platform that leverages culturally relevant content and coaching to empower employees of color to improve their financial well-being and build wealth.  The acquisition furthers our commitment to changing the financial lives of employees facing serious financial stress, a group where employees of color are disproportionately represented. OfColor's culturally relevant content and expertise around group and individual coaching will accelerate our ability to positively impact employees of color as part of our broad-based employer-sponsored financial coaching programs. "We are thrilled to officially welcome OfColor into the Financial Finesse family. It is our position that for a workplace financial wellness program to be successful, every employee needs to feel seen, heard, and understood—regardless of race, gender, age, income, or any other factor. OfColor's exceptional content and education for employees of color are key to a larger strategy in advancing our deeply personalized coaching experience and driving better results for the employers who use our services." — Liz Davidson, CEO and founder of Financial Finesse