Finwell - Crunchbase Company Profile & Funding

Q: Where is Finwell's headquarters?

Finwell is located in Encino, California, United States.

Overview

Finwell

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

Recent Events

Raised Funding Round

Jan 1, 1970

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About Finwell

CB Rank

311019

Delivering financial wellness through employee benefits packages

Founded

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Private

Encino, California, United States

11-50

www.finwellbenefits.com

B2B

Financial Services

FinTech

Health Care

Human Resources

Key People

Breanna Stott: Founder and CEO
Past Role: First Citizens Bank, Vice President & Wealth Advisor

Details

Also Known As

Finwell Benefits

Operating Status

Active

Company Type

For Profit

Founders

Breanna Stott

Phone Number

888-310-3462

Contact Email

info@finwellbenefits.com

Diversity Spotlight

Women Founded

Predictions & Insights

Growth Prediction

See this Growth Prediction

Products & Services

Employee Financial Wellness

A customizable financial wellness program integrated into employee benefits packages, offering education, planning, coaching, and investment management tailored to employees' financial situations.

Financial Planning

A comprehensive financial planning service that creates personalized plans to help clients understand and improve their financial situation and achieve their goals.