Liz Davidson Bio
Liz Davidson is an entrepreneur, advocate, author, and the founder and CEO of Financial Finesse. In 1999 she left her first business, a hedge fund with $40 million in assets, to launch Financial Finesse, disrupting the financial services industry and inventing the now-mature category of financial wellness coaching as an employee benefit. Today the firm reaches millions of Americans through thousands of employers, including many of the world’s best-known brands. A financial education expert, Liz had testified before the U.S. Department of Labor, influencing policies supporting employee financial well-being. In her capacity as CEO, Liz is responsible for both preserving and expanding Financial Finesse’s brand and mission, growing the company so that its live and AI-powered virtual coaching is installed as an employer-paid benefit within more organizations, and increasing impact on employees who engage with the service, to fulfill the company’s mission of changing as many financial lives as possible. The ultimate goal is to restore upward mobility, establish generational wealth, and make a dent in closing the racial wealth gap. Liz also runs Financial Finesse Ventures, the company’s venture arm, which is focused on funding fintech companies with the potential to positively impact millions of financial lives. Portfolio companies include Rayze and OfColor. She is proud to lead a diverse and inclusive workplace. This year Financial Finesse was named to Inc.’s Best Workplaces list.