Financial Finesse
Financial Finesse is a San Rafael, CA-based company dedicated to providing life-changing financial coaching powered by both human expertise and AI technology. With a mission to enhance financial wellness and reduce financial stress among employees, they serve over 20,000 employers globally, helping millions achieve greater financial security and satisfaction.
The company employs a unique, personalized approach to financial coaching through its interactive platform, which combines access to live certified financial planners and an AI-powered virtual coach named Aimee. This integrated system is designed to meet the diverse financial needs of employees, offering tailored solutions and ongoing support to transform financial lives at scale.
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