Why we started Finley
Finley was born out of Questis, a financial wellness platform that served over 1 million employees.
Through building Questis, we learned something critical: financial literacy programs don't work.
And employees didn't need more workshops or generic budgeting tools.
They needed proactive, personalized guidance that met them where they are—without requiring them to become financial experts.
So we rebuilt from the ground up.
We designed Finley to be AI-native—not a budgeting app with AI bolted on, but a conversational coach that does the hard work for you.
Today, Finley serves more than 30,000 employees, helping people take control of their finances without the stress.
Who we are
Lynn Raynault
CEO & Co-Founder
Jaafar Mothafer
CPO & Co-Founder
Andrew Kramer
EVP
Karthik Nallamothu
CTO
What we believe
The employee comes first
We’re building Finley from the first principles of the core employee experience.
Measure what matters
We measure what matters, which means Finley get smarter with every conversation.
Protect privacy, always
Your data is yours. We never sell, exploit, or monetize it.
