Financial Finesse

El Segundo, United States Founded: 1999 • Age: 27 yrs
Investment consulting services are provided by Financial Finesse.

About Financial Finesse

Financial Finesse is a company based in El Segundo (United States) founded in 1999.. Financial Finesse has completed 1 acquisition, including OFCOLOR.

  • Headquarter El Segundo, United States
  • Sectors
    Financial Services
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
Operational Areas
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Investments & Acquisitions
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People of Financial Finesse
Headcount 10-50
Employee Profiles 24
Employee Profiles
People
Doug Spencer
Senior Resident Financial Planner
People
Cassie Cunningham
Lead Client Success Manager
People
Bernadette Newell
Lead Client Success Manager
People
Thiago Badke de Mello
Senior Graphic Designer & Project Manager

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Funding Insights of Financial Finesse

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Financial Finesse

Financial Finesse has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include OFCOLOR. These strategic investments and acquisitions demonstrate the company's commitment to growth through portfolio expansion, market consolidation, technology integration, and strategic partnerships that enhance competitive positioning and drive long-term value creation.

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Acquisitions
Company Name Description Domain Location Founded Year Amount
Employee financial benefits are delivered via a cloud-based platform.
2019
Company Name Description Domain Location Founded Year Amount
OVO is recognized as a smart digital payment application.
2017
Bionic investment advisor platform
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014

Financial Statements - Financial Finesse

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Financial Finesse Comparisons

Employees
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Competitors of Financial Finesse

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Financial Finesse

Frequently Asked Questions about Financial Finesse

When was Financial Finesse founded?

Financial Finesse was founded in 1999.

Where is Financial Finesse located?

Financial Finesse is headquartered in El Segundo, United States. It is registered at El Segundo, California, United States.

Who is the current CEO of Financial Finesse?

Liz Davidson is the current CEO of Financial Finesse.

What does Financial Finesse do?

Financial Finesse was established in 1999 and is based in El Segundo, United States. Advisory services in investment consulting are offered within the financial sector. Operations center on supporting clients with investment strategies and financial planning. The firm is directed by CEO Liz Davidson, with activities conducted primarily in the U.S. market.

How many acquisitions has Financial Finesse made?

Financial Finesse has made 1 acquisition, including OFCOLOR.

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