Our Story​

For over a decade, we've provided financial content + software to the wealth, banking, and insurance industries.

Teresa

CEO & Founder

Pat

Software Engineer

Alyssa

Content Strategist | Client Success

Luke

Graphics Design

Joel

Digital Design | Online Operations

Zoran

Digital Design Online

Nahid

Digital Design

Designed by a Financial Advisor

Our goal is to build trust using financial education and industry content.

Educated investors make better financial decisions, which helps make our industry stronger.

Our goal is to build trust using financial education and industry content.

Educated investors make better financial decisions, which helps make our industry stronger.

Fresh Finance is an enterprise content marketing 
(MarTech) software designed to provide regular and timely financial articles to investors and prospects to help them make better financial decisions.

Our  software is specifically designed for the wealth, banking, and insurance industries as a solution for curating, approving, and  storing content everyone can access; compliance, marketing, and advisors.

We solve for content and distribution across mediums- websites, newsletters, social media, all powered by a library of vetted & pre-approved content advisors can easily access. Fresh Finance was developed with these things in mind:

  • A home office solution
  • An enterprise software
  • Cost efficiency
  • Efficient content compliance review
  • Marketing team collaboration tools
  • A centralized hub for approved content
  • Content marketing tools designed for advisors
  • Consistent brand guidelines for the broader organization.

At Fresh Finance, our goal is to provide compliance and marketing teams and their advisers with robust content and the software tools to help grow their brands, engage with clients, and win new business.

Fresh Finance is a WBENC certified woman-owned business.