Finley

Finley is an AI-powered financial wellness platform that delivers one-on-one, unlimited coaching from AFC-certified financial counselors, helping employees build real budgeting skills, manage spending, reduce debt, and make sound financial decisions in the moments that matter most.
The difference between Finley and a traditional budgeting tool is the intelligence layer. Finley doesn't wait for employees to open an app and figure things out on their own. It reaches out proactively, embedded at every financial decision point throughout an employee's day. That's why monthly active user rates are multiples higher than legacy programs. Employees keep coming back because Finley keeps showing up.
Finley runs on a closed-loop, proprietary AI system. Participants' data does not go to the open web. SOC2 compliant, bank-level security, already vetted by major financial institutions. It's a consumer-grade experience delivered at the plan sponsor level, safe, private, no ads, no data mining.
For employers, financial stress is a workforce productivity problem. Employees who have a handle on their personal finances show up more focused and engaged. Finley is turnkey with no resources required to build or run a program. Employers receive anonymized, aggregated insights into workforce financial health, with measurable outcomes from day one.