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Financial Wellness Strategies

Financial Wellness Strategies Revenue

Human Resources ServicesFlag of USManhattan, New York, United States1-10 Employees

$

Financial Wellness Strategies revenue & valuation

Annual revenue$342,220
Revenue per employee$86,000
Estimated valuation?$1,100,000
Total fundingNo funding

Key Contact at Financial Wellness Strategies

Flag of US

Jessica Kieloch

Director of Financial Wellness Programming

Company overview

HeadquartersManhattan, New York, United States
Website
NAICS541612
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
Founded2023
Employees1-10

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

Seniority

Employees

Director

Funding Data

Financial Wellness Strategies has never raised funding before.

Financial Wellness Strategies Tech Stack

Discover the technologies and tools that power Financial Wellness Strategies's digital infrastructure, from frameworks to analytics platforms.

Google Workspace

Google Workspace

Email

Modernizr

Modernizr

JavaScript libraries

Lodash

Lodash

JavaScript libraries

reCAPTCHA

reCAPTCHA

Security

Squarespace Commerce

Squarespace Commerce

Ecommerce

Google Ads

Google Ads

Advertising

Google Tag Manager

Google Tag Manager

Tag managers

Stimulus

Stimulus

JavaScript frameworks

HSTS

HSTS

Security

Open Graph

Open Graph

Miscellaneous

Google Ads Conversion Tracking

Google Ads Conversion Tracking

Analytics

core-js

core-js

JavaScript libraries

Frequently asked questions

Financial Wellness Strategies is located in Manhattan, New York, US.
Financial Wellness Strategies generates an estimated annual revenue of $342,220. This revenue figure reflects the company's market position and business performance in its industry.
Financial Wellness Strategies has an estimated valuation of $1,100,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Financial Wellness Strategies was founded in 2023, making it 3 years old. The company has established itself as a significant player in its industry over this time.
Financial Wellness Strategies has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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