What Does Financial Coach Do?

Total employees30
HeadquartersNew York
Founded1996

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.

Where Is Financial Coach's Headquarters?

HQ Function

The headquarters serves as the core for strategic leadership, product innovation, national client service operations, marketing, and technology development.

Notable Features:

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.

Work Culture:

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.

HQ Significance:

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.

Values Reflected in HQ: The headquarters' design reflects our core values of transparency, professionalism, client empowerment, and approachability.

Location:

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.

Street Address:

456 Prosperity Avenue, Suite 1200

City:

New York

State/Province:

NY

Country:

USA

Where Else Does Financial Coach Operate Around the World?

London, UK

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.

San Francisco, CA, USA

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.

Buying Intent Signals for Financial Coach

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.

Notable news
Hiring actively
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
Corporate Finance
*Example signal, not calculated in real time

Who's Leading Financial Coach? Meet the Executive Team

As of April 2025, Financial Coach' leadership includes:

Dr. Eleanor Vance - Chief Executive Officer (CEO) & Co-Founder
Marcus Chen - Chief Financial Officer (CFO)
Aisha Khan - Chief Operating Officer (COO)
David Lee - Chief Technology Officer (CTO)
Sophia Hayes - Chief Marketing Officer (CMO)

Who's Investing in Financial Coach?

Financial Coach has been backed by several prominent investors over the years, including:

FutureGrowth Ventures
Empower Capital Partners
FinSustain Fund
Prosperity Tech Investors

What Leadership Changes Has Financial Coach Seen Recently?

Hire2
Exits1

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.

Departures

Robert Green, Robert Green transitioned from his active role as Chief Strategy Officer to a Senior Advisor capacity.

New Appointments:

David Lee, David Lee appointed as new Chief Technology Officer to spearhead digital transformation and platform innovation.
Sophia Hayes, Sophia Hayes appointed as new Chief Marketing Officer to enhance brand visibility and market penetration.

What Technology (Tech Stack) Is Used byFinancial Coach?

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.

Financial Coach Email Formats and Examples

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

What's the Latest News About Financial Coach?

Financial Literacy TodayMarch 05, 2024

FinancialCoach Programs Boost Client Financial Health Metrics, New Study Finds

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 ForwardNovember 15, 2023

FinancialCoach Enhances Digital Platform with AI-Driven Insights and Goal Tracking

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 ReviewAugust 01, 2023

The Future of Financial Wellness: An Interview with FinancialCoach CEO, Dr. Eleanor Vance

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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