We’ve got the world
talking about wellness.

We invented the financial wellness industry and continue to make
news as we propel it further. Explore what others are saying!

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: 2023 & 2024

Winner: Best Personal Finance Platform

Winner: Boldest AI

Finalist: Personal Finance Tech of the Year

Finalist: Chief in Tech Leader of the Year


Diversity, Equity & Inclusion Award

2023 Signature Awards Nestlé & Financial Finesse

In the news


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.

Let’s Chat

Interested in learning more about how
we change financial lives?