Our mission is to provide life-changing financial coaching to everyone.

With human and AI-powered coaching, our benefit inspires employees to become financially well, transforming lives and workplaces everywhere.

Employees we coach report major reductions in financial stress and improvements in job satisfaction.

Our personalized financial coaching empowers employees to maximize their compensation and benefits.



employees reached


of users report increased benefits satisfaction


of users initially reporting high financial stress improve to low or no stress


of users who report low credit scores go on to boost their score to at least 740


of users with little/no emergency savings fully-funded their emergency savings account

We are trusted by over 20,000 employers around the world.

Our Platform

No two financial journeys are alike, and people learn differently. Our integrated, multi-channel platform meets each employee where they are and propels them forward, delivering tangible outcomes for your workforce, organizational culture, and bottom line.

One place for employee wellness

Personalized Financial Wellness Hub

An interactive homebase and learning center tailored to each employee’s unique financial journey and gamified to make taking critical steps forward feel simple and fun.


  • Access to live coaches and Aimee, our AI-powered virtual financial coach
  • Full integration of employee benefits
  • Interactive tools, calculators, and life event guides

Unlimited human connection

CFP® financial coaches, on-demand

Employees have unlimited access to experienced CFP® coaches who have intimate knowledge of their benefits and a passion for changing financial lives.


  • Dedicated employer coaching line
  • Online chat
  • Live workshops and webcasts

Learn more ⟶

AI-powered coaching

Aimee, your employees’ virtual coach

The only AI-powered coach backed by research, behavioral science, and 25 years of live coaching experience.


  • Ongoing personalized coaching to help employees maximize both their compensation and benefits
  • Dynamic Financial Wellness Score™ and Action Plan
  • Instant answers to financial questions with AI-powered search

Learn more ⟶

End-to-end support

From program design to results

We get to know your workforce, benefits, challenges, and objectives and build customized programs tailored to your employees’ unique needs.


  • Tailored program design
  • Custom marketing
  • Data and analytics and ROI analysis
  • Ongoing consulting and optimization

We’ve got the world talking.

Financial Finesse
Founder and CEO, Liz Davidson, on AI


2024 Winner: Best
Personal Finance


It’s Time to Prioritize Employees’ Financial


Financial Wellness is
Key to Good Mental & Emotional Wellbeing



Over 20,000 employers offer their employees unlimited access to our financial coaching solutions at no cost as an employee benefit. Enter your company email address to find out if your employer offers Financial Finesse, too.

Let’s Chat

Interested in learning more about how
we change financial lives?