Financial Finesse

  • Financial Services
  • El Segundo CA
  • 103 employees
  • Financial Services
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Company Overview

Headquarters
123 Arena St, El Segundo CA
Website
financialfinesse.com
Phone
(310) 379-2633
Employees
103
Founded in
1999
Industry
Financial Services
NAICS Code
NAICS Code 52393 Companies
NAICS Code 5239 Companies
NAICS Code 523 Companies
NAICS Code 52 Companies
SIC Code
SIC Code 628 Companies
SIC Code 62 Companies
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Financials & Stats

Revenue

$11B

Total Funding Amount

$350,000M

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Who is Financial Finesse

Financial Finesse is a leading provider of unbiased financial wellness benefits, headquartered in El Segundo, California. Founded in 1999, the company employs 103 people and generates $11.2 million in annual revenue. Financial Finesse offers employer-sponsored financial wellness programs designed to empower employees to achieve financial security. Their services include one-on-one coaching from Certified Financial Planner® professionals, AI-powered virtual coaching, live workshops, webcasts, and educational resources. These programs reach over 2.4 million individuals annually. The company distinguishes itself by providing financial coaching services without selling any financial products or managing assets. Their focus is on delivering unbiased guidance and resources to help individuals improve their financial well-being. To learn more about Financial Finesse and their tailored financial wellness solutions, contact them at [email protected].

Company Leadership

Alejandro Levin

Director of Product

Phone Email
Kevin Fattor

Chief Product Officer

Phone Email

Financial Finesse Industry Tags

financial education programs
benefits planning education
strategic workplace financial education solutions
financial wellness programs
financial education and wellness best practices
B2B
Financial Services
Financial Advisory Services
Consulting
Business Services
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Financial Finesse Tech Stack

JavaScript
HTML
PHP
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11M 8 Flower Mound, TX 2011
11M 5 West Columbia, SC 2000
11M 10 Encino, CA 2013
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FAQ

What is the location of Financial Finesse's headquarters?
The headquarters of Financial Finesse are situated at 123 Arena St, El Segundo CA
What is Financial Finesse's phone number?
Financial Finesse's contact number is (310) 379-2633.
What is Financial Finesse's official website?
The official website of Financial Finesse can be found at financialfinesse.com.
What is Financial Finesse's current revenue?
As of October 2016, Financial Finesse's annual revenue reached $11B.
How many employees does Financial Finesse currently have?
Financial Finesse employs approximately 103+ people as of October 2016
Which industries is Financial Finesse primarily operating in?
Financial Finesse operates in the following industries: Finance, Credit
Who is the Director of Product of Financial Finesse?
Financial Finesse's Director of Product is Alejandro Levin
What are Financial Finesse's industry tags?
Financial Finesse's industry tags include: financial education programs, benefits planning education, strategic workplace financial education solutions
What is Financial Finesse's total funding to date?
Financial Finesse has secured $350,000M as of October 2016
When was Financial Finesse founded?
Financial Finesse was founded in 1999.

Employee Directory

Key Employees

Liz Davidson

CEO and Founder

Phone Email

Oscar Munoz

Senior Software Engineer

Phone Email

Jessica Burger

Financial Advisor ● Wealth Management ● Financial Planning ● Retirement Planning

Phone Email

Erik Carter

Financial Coach

Phone Email

Greg Ward

Think Tank Director

Phone Email

Justin Harkey

Front-end Developer

Phone Email

Elizabeth Stodolski

Marketing and Communications Specialist

Phone Email

Cassie Brunelle

Senior Client Success Manager

Phone Email