Financial Finesse

Financial Finesse is a U.S.-based financial education company dedicated to promoting financial security among its users. The firm specializes in delivering unbiased financial guidance and support through various workplace financial wellness programs. Its offerings include customized financial wellness programs, workforce assessments, a comprehensive online financial learning center, workshops, webcasts, and a financial helpline. Additionally, Financial Finesse provides personalized financial coaching from Certified Financial Planner professionals, utilizing both one-on-one interactions and AI-powered virtual coaching. The company serves over 600 organizations, including Fortune 1000 companies, successfully reaching more than 1 million individuals each year with its innovative financial education solutions.

Liz Davidson

Founder and CEO

1 past transactions

OfColor

Acquisition in 2024
OfColor specializes in a financial wellness platform tailored for employees of color. It offers content, AI-driven advice, and banking tools designed around the unique saving, spending, and wealth-building habits of people of color.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.