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.
1 past transactions
OfColor
Acquisition in 2024
OfColor is a company that specializes in a financial wellness platform designed to enhance the financial well-being of employees, particularly those from diverse backgrounds. The platform provides tailored content, artificial intelligence-driven advice, and banking tools that cater specifically to the financial behaviors and needs of people of color. By focusing on budgeting, savings, and automated debt reduction, OfColor aims to improve the overall financial health of minority employees. This approach not only benefits individuals by fostering wealth-building opportunities but also supports employers by reducing benefit costs, enhancing employee retention, and attracting a more diverse workforce.
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