Products

Signal Tracker Data Platform Data Enrichment API Intelligence desk

Solutions

Inward Investment & Aftercare Deal Origination Executive Search Corporate Development Signal-Based Outbound Competitive Intelligence Funding Signals Competitor Monitoring For Sales Teams For Founders For Agencies For Investors

Explore

Companies Live Signals Markets Trends

Resources

Signal Checker Blog Integrations FAQ Contact
Login Book a demo
Financial Knowledge logo — Established in 1989, Financial Knowledge is Silicon Valley's...

Financial Knowledge

Established in 1989, Financial Knowledge is Silicon Valley's go to provider of conflict-free financial education.

Founded 1989 United States Cupertino, United States 15 employees Education, Finance +1

General Information

Company Name Financial Knowledge
Founded Year 1989
Location United States Cupertino, United States
Employees 15
Industries Education, Finance, Financial Services
Social

BounceWatch is an independent company data service, not affiliated with Financial Knowledge. To contact Financial Knowledge, visit financialknowledge.com.

Is this your company?

Confirm with your work e-mail, get the Verified badge and keep this profile correct yourself. Search engines and AI assistants read it every day.

Get Verified

How does Financial Knowledge compare?

A PDF of Financial Knowledge and up to 10 competitors you pick: team, funding, traffic and every dated move of the last 90 days. Each company is re-checked on the day you order, so it is current.

See a sample report

This takes a few seconds: we look beyond our own index too.

Meeting Financial Knowledge soon?

A one-page PDF brief: what it does, key facts, the last 90 days of dated moves and questions worth asking. Re-checked on the day you order. See a sample

About Financial Knowledge

Financial Knowledge is a Silicon Valley based company established in 1989, offering conflict-free financial education and coaching for the workplace. The company holds the distinction of being the nation's only accredited provider of such services, helping thousands of employees gain a better understanding of personal finance. It has been accredited as an Authorized Provider by the International Accreditors for Continuing Education and Training (IACET), complying with the ANSI/IACET Standard. Notably, Financial Knowledge is 100% woman-owned, holding a WBENC certification. The company's mission is to provide comprehensive financial education with complete objectivity, free from any conflicts of interest. It offers over 60 courses covering various financial aspects, including financial management, investing, tax planning, retirement planning, real estate, stock plans, estate planning, kids and college funding, and benefits. Services provided by Financial Knowledge include live onsite courses, webcast courses, one-on-one education sessions, recorded classes, and email support. As of now, there is no public information available regarding the company's last investment or its investors.

Business keywords: financial education, conflict-free education, IACET accreditation, woman-owned business, workplace education, employee benefits, personal finance, retirement planning, tax planning, investing, stock plans, estate planning, kids and college funding, employee training

No funding data available for Financial Knowledge yet.

Financial Knowledge Alternatives & Competitors

View All Alternatives
Financial Knowledge vs
Boston Wealth Strategies
Boston Wealth Strategies United States

Your Financial Journey. Our Expertise.

13 employees
Finance, Financial Services
Financial Knowledge vs
Elser Financial Planning
Elser Financial Planning United States

Putting YOU First. Fee-only financial planners providing tax efficient retirement planning and inves...

8 employees
Finance, Financial Services
Financial Knowledge vs
Johnson Bixby
Johnson Bixby United States

Serving individuals and families in SW Washington, Oregon and beyond, with trusted financial plannin...

25 employees
Finance, Financial Services
View all alternatives

FAQ About Financial Knowledge

Established in 1989, Financial Knowledge is Silicon Valley's go to provider of conflict-free financial education.
Financial Knowledge was founded in 1989.
Financial Knowledge is headquartered in Cupertino, United States.
Financial Knowledge operates in Education, Finance and Financial Services. Its work centres on financial education, conflict-free education, IACET accreditation and woman-owned business.
Financial Knowledge has approximately 15 employees.
Top alternatives and competitors to Financial Knowledge include Boston Wealth Strategies, Elser Financial Planning, Johnson Bixby, SmartPath, EMET Wealth. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Financial Knowledge and Boston Wealth Strategies are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for Financial Knowledge, https://bouncewatch.com/company/financial-knowledge, updated 2 January 2025. When citing, please name BounceWatch and link this page.

Analytics cookies (ours + Google). Cookie Policy

Book a demo 30 minutes