Awards and recognition
Our mission to bring critically needed financial wellness coaching to the 99%
fuels our innovation engine. Here are some recent accolades.
Winner: 2025, 2024, 2023
Winner: Best Personal Finance Platform
Winner: Boldest AI
Finalist: Personal Finance Tech of the Year
Finalist: Chief in Tech Leader of the Year
Honoree
Diversity, Equity & Inclusion Award
2023 Signature Awards Nestlé & Financial Finesse
In the news
Podcast
Financial Wellness at Work
The only podcast devoted to sharing the stories of everyday employees who have transformed their financial lives by giving financial coaching a try.
Hosted by Liz Davidson, Founder and CEO, and Julie Everett, CFP® and Financial Coach.