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FinancialCoach is a leading provider of personalized financial coaching and advisory services. We are dedicated to empowering individuals, families, and small businesses to achieve their financial goals through education, strategic planning, and ongoing support. Our certified financial coaches work closely with clients to develop tailored strategies for budgeting, debt reduction, saving, investing, and retirement planning. We leverage technology to provide accessible and convenient services, aiming to demystify finance and build long-term financial literacy and security for our clients.
The headquarters serves as the core for strategic leadership, product innovation, national client service operations, marketing, and technology development.
Our headquarters features a modern, open-office layout designed for collaboration, state-of-the-art training facilities for our coaches, and private consultation rooms for client meetings.
FinancialCoach fosters a client-first, ethical, and collaborative work environment. We encourage continuous learning, innovation in financial solutions, and a supportive atmosphere for our team members.
Being located in New York City provides unparalleled access to financial markets, industry talent, and networking opportunities, reinforcing our commitment to providing top-tier financial coaching.
FinancialCoach primarily serves clients across North America and Europe through its physical offices in New York, London, and San Francisco. Additionally, we offer robust virtual coaching services, allowing us to support clients globally. Our digital platform provides tools, resources, and remote consultations, ensuring access to our expertise regardless of geographical location. We actively support functions such as personalized financial planning, investment strategy, debt management, and financial education on an international scale.
456 Prosperity Avenue, Suite 1200
New York
NY
USA
Address: 789 Global Finance Plaza, Canary Wharf, London, E14 5HQ, UK
To expand our reach within the European market and provide localized financial coaching services to individuals and expatriates in the region.
Address: 321 Innovation Drive, Suite 500, San Francisco, CA 94107, USA
To cater to the unique financial needs of professionals in the tech industry and leverage the innovative spirit of Silicon Valley for service enhancement.
Highperformr Signals uncover buying intent and give you clear insights to target the right accounts at the right time — helping your sales, marketing, and GTM teams close more deals, faster.
As of April 2025, Financial Coach' leadership includes:
Financial Coach has been backed by several prominent investors over the years, including:
Over the past year, FinancialCoach has strengthened its executive team with key hires in technology and marketing, and experienced one leadership transition aimed at strategic advisory.
Discover the tools Financial Coach uses. Highperformr reveals the technologies powering your target accounts — helping your sales, marketing, and GTM teams prioritize smarter and close faster.
FinancialCoach utilizes a standard email format for its employees, typically combining the first initial with the last name, or first name and last name separated by a period. This ensures professional and consistent communication.
f[last]@financialcoach.example.com (e.g., jdoe@financialcoach.example.com) and [first].[last]@financialcoach.example.com (e.g., jane.doe@financialcoach.example.com)
Format
jdoe@financialcoach.example.com
Example
85%
Success rate
Financial Literacy Today • March 05, 2024
An independent study released today shows clients engaging with FinancialCoach programs over 12 months demonstrated a 25% average increase in savings and a significant reduction in non-essential debt, underscoring the effectiveness of personalized financial coaching....more
Fintech Forward • November 15, 2023
FinancialCoach has rolled out a major update to its client platform, incorporating AI-powered analytics to provide more personalized financial insights and interactive tools for tracking progress towards financial goals....more
Global Finance & Coaching Review • August 01, 2023
Dr. Eleanor Vance, CEO of FinancialCoach, discusses the evolving landscape of personal finance, the role of technology in coaching, and the company's vision for expanding access to quality financial guidance globally....more
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