Financially Fit
Financially Fit is a privately held Salt Lake City company, founded in 1999, that self-describes as helping families and individuals create wealth from any starting point, operating with 11-50 employees.
- Company typePrivate
- Founded1999
- HeadquartersSalt Lake City, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Financially Fit firmographics
Firmographics- Name
- Financially Fit
- Website
- https://financiallyfit.com
- Company type
- Private
- Founded year
- 1999
- Headcount range
- 11–50 employees
- Short description
- Financially Fit is a privately held Salt Lake City company, founded in 1999, that self-describes as helping families and individuals create wealth from any starting point, operating with 11-50 employees.
- Ownership category
- akta.pro rank
Financially Fit industry classification
Industry- Product category
- Personal Finance Education
- NAICS
- Educational Support Services (611710)
- akta.pro primary industry
- Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN)
- akta.pro secondary industries
- Family & Life-Stage Financial Planning (Marriage, Kids, Caregiving) (EDAAAJAM), Financial & Consumer Literacy (Banking, Credit, Contracts) (EDAAAAAG), Financial Literacy, Budgeting & Personal Finance (EDAMAHAE)
Keywords
Where Financially Fit is headquartered
LocationHeadquarters
- HQ city
- Salt Lake City
- HQ country
- United States
- HQ region
- North America
Markets served
Financially Fit business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations
Financially Fit product offering
Product offeringCore offering
Financially Fit is committed to helping families and individuals create wealth from any starting point. The company delivers financial education programs and resources aimed at improving personal financial literacy and wealth-building outcomes for everyday consumers.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Education Programs
Companies that use Financially Fit
Customer profileIdeal customer profiles1 record
Financially Fit technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Financially Fit competitors and assessment
Company assessmentBroad incumbents
- Ramsey Solutions: Ramsey Solutions is the dominant incumbent in personal finance education, offering Financial Peace University and a broad suite of paid courses, podcasts, and tools aimed at helping families get out of debt and build wealth — the same core mission as Financially Fit, but at vastly greater scale and brand recognition.
- Dave Ramsey (Financial Peace University): Financial Peace University is Ramsey Solutions' flagship personal finance curriculum for individuals and families, providing structured lessons on budgeting, debt elimination, and wealth building — a directly comparable consumer-facing financial education program.
- Khan Academy Personal Finance: Khan Academy offers a free, high-quality personal finance curriculum to learners of all ages, serving as a free substitute and competitive pressure on paid financial education programs like Financially Fit.
- MoneyLion: MoneyLion bundles financial products with financial education, credit-building, and wealth tools for everyday consumers — competing for the same household finance and education use case from a fintech angle.
Direct peers
- Greenlight Financial Education: Greenlight is a financial education and money management platform for families and kids, with a paid subscription app and curriculum; it overlaps with Financially Fit's family wealth-building mission while adding a more tech-forward delivery model.
- Zogo Finance: Zogo is a gamified financial literacy app serving consumers and embedded into banks and credit unions, directly competing for the same end-user financial education wallet share as Financially Fit.
- iGrad / Enrich Financial Wellness: iGrad (now Enrich) is a financial wellness platform sold to employers and financial institutions, providing financial education, planning tools, and coaching — overlapping with Financially Fit's family wealth creation mission in a B2B2C distribution model.
- GreenPath Financial Wellness: GreenPath is a nonprofit financial counseling and education provider offering debt management, housing counseling, and financial coaching to individuals and families — a comparable mission and customer base to Financially Fit.
- National Financial Educators Council (NFEC): NFEC is a financial education organization that provides curriculum, training, and certification for financial educators serving individuals and families — directly comparable in the personal finance education category.
- SmartPath: SmartPath is a financial wellness and education platform sold to employers and financial institutions, with courses on budgeting, investing, and family financial planning — a comparable B2B2C financial education offering.
Market position
Customer concentration
Financially Fit social profiles
Digital presenceFinancially Fit financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financially Fit leadership team
Management profileNumber of profiles
Profiles1 record
Financially Fit funding detail
Funding detailFunding overview
Funding rounds1 record
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financially Fit M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Financially Fit
What does Financially Fit do?
Financially Fit is committed to helping families and individuals create wealth from any starting point. The company delivers financial education programs and resources aimed at improving personal financial literacy and wealth-building outcomes for everyday consumers.
When was Financially Fit founded?
Financially Fit was founded in 1999. It employs 11 to 50 people.
Where is Financially Fit based?
Financially Fit is headquartered in Salt Lake City, United States, in the North America region.
Who are Financially Fit's main competitors?
Broad incumbents on record are Ramsey Solutions, Dave Ramsey (Financial Peace University), Khan Academy Personal Finance and MoneyLion. Direct peers are Greenlight Financial Education, Zogo Finance, iGrad / Enrich Financial Wellness, GreenPath Financial Wellness, National Financial Educators Council (NFEC) and SmartPath.
Does Financially Fit have an API?
No public API is recorded for Financially Fit.
What industry is Financially Fit in?
Financially Fit's product category is Personal Finance Education. Its primary akta.pro industry code is EDAAAJAN, Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors), with a secondary code of EDAAAJAM, Family & Life-Stage Financial Planning (Marriage, Kids, Caregiving). Its NAICS code is 611710.