Financial Finesse

Check out the latest episode of Financial Wellness at Work.🎙️ 💪 Hear how host & Financial Coach Julie worked with long time user Briana to help her shift her money mindset and move from financial uncertainty to clarity and confidence. Listen here 👇 bit.ly/4eGijVR

Happy to welcome Todd Lacey to the team as President. In this role, he'll lead the next phase of our growth, expanding our positive impact. His appointment allows FF founder/CEO, Liz Davidson, to focus on our vision, strategic direction, & innovation. bit.ly/3RrVSch

Check out the latest episode of Financial Wellness at Work.🎙️ Join host Julie Everett, CFP®, and guests Sally Armstrong and Chris Higdon from Grace Health to hear their experiences as both Financial Finesse users and administrators. Listen here 👇 bit.ly/3XMnxbx

Happy to share that Financial Finesse was named "Boldest Fintech" at the annual @Bold_Awards ceremony in Lisbon, Portugal, last Friday night! 🎉

Honored to share that we were named 2025's “Best Financial Coaching Platform” by the @FinTech_Awards Awards! 🚀 The award recognizes Aimee (Artificial Intelligence Motivating Employees Everywhere), our AI-powered virtual financial coach. Congrats to all of 2025's winners!

Today, we announced an integrated solution to power employer #emergencysavings initiatives w/SecureSave! 🔐 It connects our holistic #financialcoaching platform w/@SecureSave1's Workplace Emergency Savings Accounts (ESAs), driving tangible results. bit.ly/4hgTaAU

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 & live more in the present. bit.ly/42doyfd

We're proud to share that our founder and CEO @LizDavidsonFF has been named to @Inc Magazine’s 2025 #FemaleFounders500, a list of the most creative, inspiring, and impactful women entrepreneurs in America. inc.com/profile/liz-da…

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. …ncialwellnessatworkpod.buzzsprout.com/1997766/episod…

We had a blast at the @Benzinga Global Fintech Awards yesterday in NYC! We're proud to share that in recognition of Aimee, our AI-powered virtual financial coach, we were a named a winner! Congrats to all honorees! 🎉 prnewswire.com/news-releases/…

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), our AI-powered virtual financial coach.

UPDATE: We're happy to share we have acquired the @WeAreOfColor business. OfColor's culturally relevant content & expertise will amplify our success in reaching employees of color as part of our broad-based employer-sponsored financial coaching programs. bit.ly/4fJUA6L

Happy to share that our AI Team has been named a Banking Tech Awards finalist in the “Tech Team of the Year” category! The award recognizes the team's work on Aimee (Artificial Intelligence Motivating Employees Everywhere), our innovative, AI-powered virtual financial coach.

Check out the latest episode of Financial Wellness at Work.🎙️ Join host Julie Everett, Financial Coach Linda Robertson, and our guest, Jill, to hear how having a #financialcoach helped Jill prepare for #retirement with confidence. …ncialwellnessatworkpod.buzzsprout.com/1997766/episod…

Honored to share that Aimee, our AI-powered virtual financial coach, was named a winner in the 2024 A.I. Awards program in the "Best Use of AI-driven Personalization" category today! 🚀 See more here 👇 bit.ly/4dylAod

This week HR.com invited Financial Finesse Senior Consultant and Head of DEI Engagement, Laura Stamps, to share insights on how employers can empower financially vulnerable employees. Check out the full piece here 👇 bit.ly/4eSxDxp

We're honored to share that Aimee, our AI-powered virtual financial coach, has won a 2024 Merit Award for Technology in the FinTech category! 🚀 Congrats to all the technology innovators recognized this year and thank you to the Merit Awards! merit-awards.com/winners-techno…

We're thrilled to be extending our relationship with @AscensusInc—a longtime partner & the 1st recordkeeper to introduce Aimee, our AI-powered financial coach—to support advisors & plan sponsors in helping participants improve overall #financialwellness. bit.ly/47Tfw8g

New episode! Learn how working with #financialcoach @KSUDoug142 helped our guest Danielle evolve her outlook on finances. Danielle also shares advice for others, including why it's important to get the most out of all #employeebenefits your job provides. …ncialwellnessatworkpod.buzzsprout.com/1997766/episod…

Last week, the @NHL and the @NHLPA held their annual Player Orientation Program. Brian Kelly, CFP®, and one of our Financial Coaches, joined to educate new players on maximizing their financial opportunities. Congrats to the NHL, the NHLPA, and this year’s rookie class! 🏒🚀