Welcome to Financial Finesse. Where every employee gets unlimited financial guidance, no strings attached.

We help employees maximize their compensation and utilize the benefits you already provide.
You become a genuine partner in their financial security. Together, we are creating holistic workplaces where employees value their purpose as much as their paycheck.

Workplace Financial Coaching Has Become Ever More Important

Workplace Financial Coaching Has Become Ever More Important

Employees face growing challenges to their financial wellness today, so it’s more critical than ever that employers provide the help ...
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Fintech Friday: Why ‘Iterative’ AI Is the Financial Wellness Future

While many sectors (and companies) in 401(k) and financial services experiment with artificial intelligence (AI), Financial Finesse is diving right ...
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Fintech Companies Aren't Bullish on Generative AI. Here's why.

Fintech Companies Aren’t Bullish on Generative AI. Here’s why.

Financial Finesse founder and CEO, Liz Davidson, shares how we deliver a completely safe, contained, and trusted experience for our ...
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How AI is influencing the financial services industry

How AI is influencing the financial services industry

Financial Finesse founder and CEO, Liz Davidson, shares the firm's innovative approach to AI-powered financial coaching ...
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Changing jobs? Don't leave your old 401(k) behind.

Changing jobs? Don’t leave your old 401(k) behind.

Liz Davidson, Financial Finesse founder and CEO, offers guidance ...
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It’s Time to Prioritize Employees’ Financial Health

It’s Time to Prioritize Employees’ Financial Health

Financial Finesse founder and CEO, Liz Davidson, weighs in on why employer-sponsored financial wellness programs are now a business imperative ...
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Former NFL player Carl Nassib: ‘Gen Z college players are living the dream–but they could become cautionary tales if they don’t educate themselves about personal finance’

Former NFL player Carl Nassib: ‘Gen Z college players are living the dream–but they could become cautionary tales if they don’t educate themselves about personal finance’

Carl Nassib, founder and CEO of Rayze, and contributor to Financial Finesse's NIL Long Game explains why college athletes need financial education ...
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BIPOC employees feel like they're trapped in a recession

BIPOC employees feel like they’re trapped in a recession

Yemi Rose, founder and CEO of OfColor, a Financial Finesse Ventures portfolio company, explains the shadow recession many employees of ...
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<strong>With the right tools, employers have the power to break the paycheck-to-paycheck epidemic</strong>

With the right tools, employers have the power to break the paycheck-to-paycheck epidemic

Dr. Mark Dennis, CFP®, and Personal Financial Coach at Financial Finesse, analyzes the overall financial wellness impact of various financial point ...
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AI’s Potentials, Pitfalls For Enhancing Participant Advice

Financial Finesse founder and CEO, Liz Davidson, shares how the firm’s AI-driven service, Aimee, walks employees through a personalized path ...
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Financial Finesse and OfColor Offer Solutions for Financial Wellness in a Shadow Recession

In an expansion of services, select OfColor content now available to millions of employees on Financial Finesse Hubs ...
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How to Embrace Your Financial Wellness This Fall

How to Embrace Your Financial Wellness This Fall

Greg Ward, CFP® and Director of the Financial Wellness Think Tank at Financial Finesse offers insights on the link between ...
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