Be financially
authentic

We’re bringing intentional visibility to Black and Brown Financial, Tax & Estate Planning professionals.

As seen in

Bridging the Wealth Gap.

We believe that increased visibility through financial professionals can change the narrative around wealth building.

Enhancing the Mission You’ve Built

We offer programs and memberships that increase employee retention and financial engagement.

Financial Guidance & Education

We are taking the guesswork out of financial education by removing all the noise following you all over social media. We want to ensure you have access to quality information to help you make the best decisions. 

People that care about your Wealth

We have a network of Black and Hispanic financial professionals who are experts in the financial field. 

Work with the best of the best

We understand that financial health is personal and essential. We care about your well-being and want you to have easier access to those who might also better understand the importance of your cultural norms and financial values. 

Get Access To FinTalk Live​

Fintalk Live is a unique and engaging financial wellness program that offers education and information to employees and members of ERGs (Employee Resource Groups). Our programs are hosted by experienced professionals who provide valuable advice on a variety of personal finance topics, such as taxes, budgeting, and estate planning.

Build The Financial
Team You Desire

Our directory of professionals can help you find the right fit for your financial needs. Whether it’s financial coaching, taxes, investments, or estate planning.

Our Partners

Got a pro in mind? We’d be happy to hear from them.

Are you ready to get started?

We’re releasing a directory of financial and estate planning professionals.
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