


Financial Wellness Strategies Revenue
Human Resources Services • Manhattan, New York, United States • 1-10 Employees
Financial Wellness Strategies revenue & valuation
| Annual revenue | $342,220 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Human Resources Services industry and current estimated revenues | $1,100,000 |
| Total funding | No funding |
Key Contact at Financial Wellness Strategies
Jessica Kieloch
Director of Financial Wellness Programming
Company overview
| Headquarters | Manhattan, New York, United States |
| Website | |
| NAICS | 541612 |
| Keywords | Personal Finance, Financial Literacy, Employee Benefits, Financial Education, Wellness, Corporate Training, Consulting, Public Speaking, Education, Corporate Events, Team Building, Mental Health, Event Planning, Speakers, Event Planner, Employee Retention, Financial Wellness, Employee Experience, Employee Events, Financial Wellness Programs, Women Owned Business, Generational Wealth, University Lectures, Multi-Generational Wealth, Lecture Programs |
| Founded | 2023 |
| Employees | 1-10 |
About Financial Wellness Strategies
Financial Wellness Strategies (FWS) was founded by former business news anchor Bobbi Rebell, CFP®. With more Americans than ever stressed about money, employers are scrambling to find solutions and meet expectations to create a happier, healthier and more productive workforce. The need for financial wellness programs has never been higher – yet many employers simply don’t know where to begin, or are frustrated with existing programs that are ineffective. FWS is different from other financial wellness offerings in that we bring programming to LIFE through live events, community building and shared accountability. This approach is essential to removing stigmas around money and financial stress. In our interactive workshops, we involve the audience, address pain points, connect financial wellness to mental health and present financial wellness strategies that help attendees set and meet their goals. FWS events offer a kind and supportive environment, casual atmosphere, entertaining presentations and action-oriented advice -- making them the perfect way to elevate existing employee benefits or deliver on an employee event or training. Attendees will leave feeling energized, motivated and inspired on their individual financial wellness journeys. And in turn, HR professionals have a tool for amplifying recruitment, retention and productivity. FWS is certified women-owned (WBENC certified), with specific programming available just for women. We offer programming for becoming, or launching, a financial grownup. And our multi-generational programs create and nurture a family financial ecosystem. We are also passionate about bringing programming to schools and universities to educate the next generation on the importance of financial wellness. You can schedule a call with us at calendly.com/bobbirebell/15-min-free-consultation or learn more at financialwellnessstrategies.com.
Employees by Management Level
Total employees: 1-10
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Employees
Funding Data
Financial Wellness Strategies has never raised funding before.
Financial Wellness Strategies Tech Stack
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