Every working person deserves real financial intelligence.

For most people, good financial guidance has always been just out of reach — gated by wealth, by access, by the quiet embarrassment of asking a basic question. The people who needed it most could never afford it. We started Finley to end that.

Our conviction:

A person's financial life is so much more than a bank balance. It's the paycheck coming Thursday, the 401k match going unclaimed, the shortfall building toward Friday, the benefit nobody ever told them about. Seeing how it all fits together used to require an advisor most people will never have. We don't think it should anymore.

And people have started to agree. They expect more now from the tools that touch their money — and they're right to. The technology finally exists to give everyone, not just the wealthy, real intelligence about their whole financial life: always on, grounded in their actual numbers, and honest enough to tell them what to do — not just what already happened.

Our conviction:

A person's financial life is so much more than a bank balance. It's the paycheck coming Thursday, the 401k match going unclaimed, the shortfall building toward Friday, the benefit nobody ever told them about. Seeing how it all fits together used to require an advisor most people will never have. We don't think it should anymore.

And people have started to agree. They expect more now from the tools that touch their money — and they're right to. The technology finally exists to give everyone, not just the wealthy, real intelligence about their whole financial life: always on, grounded in their actual numbers, and honest enough to tell them what to do — not just what already happened.

The people building Finley

We're a team of operators, engineers, and builders united by one conviction: the smartest financial tools shouldn't be reserved for the people who need them least.

CEO & Co-Founder

Lynn Raynault

CPO & Co-Founder

Jaafar Mothafer

EVP & Co-Founder

Andrew Kramer

CTO

Karthik Nallamothu

We’re always open to meeting people who want to change how personal finance is done. If that sounds like you, let’s talk.

Join The Team

We’re always open to meeting people who want to change how personal finance is done. If that sounds like you, let’s talk.

Join The Team

What we believe:

Intelligence isn't a luxury.
The quality of guidance the wealthy take for granted should be available to anyone who works for a living.
Intelligence isn't a luxury.
The quality of guidance the wealthy take for granted should be available to anyone who works for a living.
The whole picture, or it isn't intelligence.
A fragment of someone's finances produces a fragment of the truth. We connect all of it — accounts, paycheck, benefits, debts, goals.
The whole picture, or it isn't intelligence.
A fragment of someone's finances produces a fragment of the truth. We connect all of it — accounts, paycheck, benefits, debts, goals.
Trust is earned in the open.
Every insight Finley gives can be explained. No black boxes, no guessing with people's money.
Trust is earned in the open.
Every insight Finley gives can be explained. No black boxes, no guessing with people's money.
Help, never judge.
People have been made to feel small about money for far too long. Finley meets everyone exactly where they are.
Help, never judge.
People have been made to feel small about money for far too long. Finley meets everyone exactly where they are.

What we built

Finley is the layer that makes financial intelligence real. Instead of asking people to download one more app and start over, we build inside the platforms they already use — their payroll, their bank, their benefits portal. Financial intelligence meets people where they already are, under a brand they already trust. They get clarity. The platform gets a relationship that lasts. That's the whole idea: the smartest thing in personal finance, available to the people who've always been left out of it.

About Us

A product of Financial Wellness Labs, Inc

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Terms

About Us

A product of Financial Wellness Labs, Inc

Privacy Policy

Terms

About Us

A product of Financial Wellness Labs, Inc

Privacy Policy

Terms