Financial Fitness Group

San Diego, United States Founded: 2014 • Age: 12 yrs Acquired By Aztec Software
Online financial education courses are provided to global users.
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About Financial Fitness Group

Financial Fitness Group is a company based in San Diego (United States) founded in 2014 by Joe Saari was acquired by Aztec Software in February 2024.. Financial Fitness Group offers products and services including Financial Wellness Platform and Employee Financial Wellness Program. Financial Fitness Group operates in a competitive market with competitors including The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others.

  • Headquarter San Diego, United States
  • Founders Joe Saari
  • Sectors
    Technology
  • Email
    ***********
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Igrad Llc
Operational Areas
Technology → Marketing, Adtech & Commerce Technology
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    Employee Count
  • Acquired by
    Aztec Software

    (Feb 06, 2024)

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Products & Services of Financial Fitness Group

Financial Fitness Group offers a comprehensive portfolio of products and services, including Financial Wellness Platform and Employee Financial Wellness Program. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Online platform for financial tools and coaching to improve user wellbeing.

Program offering education and resources to reduce financial stress at work.

People of Financial Fitness Group
Headcount 10-50
Employee Profiles 2
Board Members and Advisors 3
Employee Profiles
People
Sherri Brooke
Executive Operations Manager
People
Sara Bashiri, MSc
Digital Marketing Specialist

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Board Members and Advisors
people
Rick Hernandez
Advisor
people
Debora Karstetter
Board Member
people
Joe Saari
Founder & Board Member

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Funding Insights of Financial Fitness Group

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

Investors in Financial Fitness Group

Financial Fitness Group has secured backing from 1 investor. Prominent investors backing the company include Aztec Software. This diverse investor base provides strategic capital, industry expertise, and valuable network connections that support the company's growth initiatives, market expansion, and long-term value creation.

All
Investor Description Founded Year Domain Location
Online platform providing multi-disciplinary learning solutions for students
Founded Year Domain Location
Investor Description Founded Year Domain Location
Single family office of Amitabh Bachchan, founder of Amitabh Bachchan Corporation or AB CORP
Founded Year Domain Location
Startup ecosystems are ignited through strategic investments by Signite Partners.
Founded Year Domain Location
Venture capital is directed toward companies in multiple sectors.
Founded Year Domain Location
Venture capital is invested in cybersecurity, fintech, and AI startups.
Founded Year Domain Location

Investments & Acquisitions by Financial Fitness Group

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

Financial Statements - Financial Fitness Group

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 Fitness Group Comparisons

Employees
+
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Competitors of Financial Fitness Group

Financial Fitness Group operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as The Tifin Group, Ascensus, Learnvest, Farther and Capitalize, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
AI-enabled financial planning and advisory solutions are provided for individuals.
domain founded_year HQ Location
Retirement, health, and college savings services are administered nationwide.
domain founded_year HQ Location
Personal finance management and investment advise
domain founded_year HQ Location
App-based financial planning and management platform for individuals
domain founded_year HQ Location
Financial planning and advisory platform
domain founded_year HQ Location
An app-based platform is provided for individual wealth management.
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 Fitness Group

Frequently Asked Questions about Financial Fitness Group

When was Financial Fitness Group founded?

Financial Fitness Group was founded in 2014.

Where is Financial Fitness Group located?

Financial Fitness Group is headquartered in San Diego, United States. It is registered at San Diego, California, United States.

What does Financial Fitness Group do?

Financial Fitness Group was founded in 2014 by Joe Saari in San Diego, United States, within the financial education sector. Online courses focused on financial literacy and personal finance topics are delivered through its digital platform. Operations emphasize accessible e-learning resources for individuals seeking to enhance financial skills. The companys domain, financialfitnessgroup.com, serves as the primary access point for course enrollment and content delivery.

Who are the top competitors of Financial Fitness Group?

Financial Fitness Group's top competitors include The Tifin Group, Ascensus and Farther.

What products or services does Financial Fitness Group offer?

Financial Fitness Group offers Financial Wellness Platform and Employee Financial Wellness Program.

Who are Financial Fitness Group's investors?

Financial Fitness Group has 1 investor. Key investors include Aztec Software.

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