Financial Finesse
Highly Engaged Employees
Highly Engaged EmployeesBusiness Services · California, United States · 51-200 Employees
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Overview
Headquarters
883 N Douglas St, El Segundo, California...Phone Number
(310) 379-2633Website
www.financialfinesse.comRevenue
$26.6 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About Financial Finesse
Financial Finesse is the largest independent provider of unbiased workplace financial wellness programs in the country, delivering holistic financial coaching and guidance that helps employees improve their financial wellness. The firm's programs cover every area of financial planning and cost employees nothing out of pocket since they are fully paid for by their employers. Financial Finesse's programs are proven to change lives, provided through a variety of channels such as mobile financial coaching, live events, interactive webcasts, one-on-one financial counseling sessions and a financial helpline staffed by Certified Financial Planner professionals who do not sell any financial products or manage assets. www.financialfinesse.com.Explore more
Financial Finesse Org Chart
KA
Chief of Staff
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Activity Insights
Financial Finesse is experiencing very low activity levels compared to other companies in the Business Services sector.
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Financial Finesse financials insights
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2020
Debt
$350K
Financial Finesse Tech Stack
A closer look at the technologies used by Financial Finesse
Most Recent Scoops
Project
, according to a front-line source in financial planning, has completed initiatives related to financial analysis software within the last twelve months.
Analytics & Insights, Financial Planning, Financial Systems, Software, Financial Reporting, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to data storage and management.
Data Center, Storage, Database, Infrastructure, Data Management, Financial Planning, Data Warehousing, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to customer relationship management (CRM).
CRM, Financial Planning, Finance, Financial Strategy
Project
, according to a front-line source in financial planning, is in the midst of initiatives related to corporate performance management (CPM) software.
Analytics & Insights, Financial Planning, Software, Workforce Management, Corporate Strategy, Finance, Financial Strategy, HR Operations, Organizational Development
Project
Financial Planning, Business Finance, Finance, Financial Operations, Financial Strategy
Financial Finesse News & Media
When it Comes to Financial Stress, Gen Z and Millennials are Moving in Opposite Directions: New Data Reveals What the Averages Are Missing
Financial Finesse research identifies three program design factors associated with dramatically better financial wellness outcomes across employee cohorts. EL SEGUNDO, Calif., April 22, 2026 /PRNewswire/ -- Financial Finesse's Financial Wellness Think Tank™ today released its 2026...Financial Finesse Expands Its Human-Led, AI-Enhanced Coaching Mission with New Vice President of Financial Coaching
Responding to unprecedented financial anxiety and rising demand for ongoing guidance, the firm deepens its commitment to a human–centered coaching model built on 26 years of proven impact. EL SEGUNDO, Calif., Feb. 19, 2026 /PRNewswire/ -- As financial anxiety reaches new highs nationwide,...Financial Finesse Brings on Amar Sharma as Vice President of Consulting to Lead Corporate Growth
Pioneering financial wellness firm expands leadership team to meet rising demand from Fortune 1000 employers EL SEGUNDO, Calif., Nov. 11, 2025 /PRNewswire/ -- Financial Finesse, the company that founded the financial wellness industry in 1999, announced today the appointment of Amar...Financial Finesse Names New President for Next Phase of Growth - NAPA Net
To accelerate growth and meet rising demand for financial coaching, Financial Finesse has announced the appointment of industry veteran Todd Lacey as President.
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Frequently Asked Questions Regarding Financial Finesse
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Financial Finesse is the largest independent provider of unbiased workplace financial wellness programs in the country, delivering holistic financial coaching and guidance that helps employees improve their financial wellness. The firm's programs cover every area of financial planning and cost employees nothing out of pocket since they are fully pa... Read More
