Art Financial Solutions

What Art Financial Solutions does

ART Financial Solutions is a privately held financial consulting firm founded in 2011 and headquartered in Manchester, Connecticut. The firm is founder-led by Catherine Grant-Alston and operates with a team of 1-10 employees, drawing on more than 20 years of combined corporate finance, banking, cash management, and treasury experience. Its service portfolio spans strategic vision planning, treasury and financial operations consulting, customized training for personnel, individual and couples financial coaching, and dedicated financial literacy programs for community and educational organizations. The firm explicitly markets to corporations, small businesses, and individuals, with the latter two segments identified as primary.

Underlying technology is described as "trewury management technology" applied to client advisory work; no proprietary software product, app, or platform is offered, and no AI, API, or integration surface area is documented. All engagements are delivered as professional services through a direct consultation-based sales motion, with scheduling handled via an online booking widget on the company website. Revenue mechanics are fee-for-service and personalized per engagement; pricing is not publicly disclosed.

The firm's distribution is entirely domestic and direct, with no channel partners, resellers, or geographic expansion beyond Connecticut documented. Marketing is limited to company-owned channels: the website itself (top-of-funnel content) and a newsletter subscription mechanism (mid-funnel capture). No named enterprise customers, recurring retainer logos, public awards, patents, partnerships, funding rounds, or M&A activity are disclosed in the source material.

Name

Art Financial Solutions

Legal name

ART Financial Solutions

Website

https://artfinancialsolutions.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

1–10 employees

Short description

ART Financial Solutions is a privately held financial consulting firm based in Manchester, Connecticut that provides strategic vision planning, treasury and financial operations consulting, training, individual financial coaching, and financial literacy programming to corporations, small businesses, individuals, and community organizations.

Ownership category

akta.pro rank

Product category

Financial Consulting Services

NAICS

Management, Scientific, and Technical Consulting Services (5416), Portfolio Management and Investment Advice (523940), Professional, Scientific, and Technical Services (54)

SIC

Services-Engineering, Accounting, Research, Management (8700), Services-Management Consulting Services (8742), Investment Advice (6282)

akta.pro primary industry

Financial Coaching & Budgeting Advisory (FSAEAAAH)

akta.pro secondary industries

Financial Data, Analytics & FinTech Tools (BI, ERP, Automation) (EDABAJAM), Financial Planning Tools & Financial Coaching (Goal Setting, Apps, Advisors) (EDAAAJAN)

Keywords

• Financial consulting services
• Treasury management consulting
• Financial coaching programs
• Strategic financial planning
• Financial literacy training

Headquarters

HQ city

Manchester

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Consulting Services: Strategic vision planning and consulting services for small businesses and corporations, including treasury and financial operations analysis. Services are customized to client needs and delivered through collaborative engagement.
2. Training Services: Financial and treasury skills training provided to corporations, small businesses, and community organizations. Training is curated to enhance company financial skills and productivity.
3. Financial Coaching: Individual and couples financial coaching services. Focuses on understanding financial motivations and helping clients create plans to secure their financial future.

Go-to-market motion1 record

Distribution channels3 records

Marketing channels2 records

Core offering

ART Financial Solutions provides personalized financial consulting, training, and coaching services spanning strategic vision planning, treasury management consulting, financial coaching, and financial literacy training. The firm serves small businesses, corporations, and individuals with offerings including personal finance planning, liquidity management advisory, and corporate treasury consulting, delivered through direct consulting engagements and structured training programs.

Product overview

ART Financial Solutions is a financial consulting firm offering a unified suite of advisory services rather than a software product platform. The portfolio centers on strategic vision planning for treasury and financial operations, complemented by personal finance planning, liquidity management, and innovative treasury management technology. Core service offerings include Training Services for corporations and small businesses, Financial Coaching for individuals and couples, Strategic Vision Planning, and Consultation Services focused on technology and compliance. The company also provides Financial Literacy Programs for community and educational organizations. All services are delivered through direct consulting engagements with no modular or software product architecture.

Differentiator

Problem solved

Functional benefit

Products and services

• Training Services Financial training programs covering topics such as financial literacy, treasury management, and personal finance for businesses, community groups, and individuals.
• Financial Coaching One-on-one and group coaching services providing personalized financial guidance to individuals seeking to improve their financial well-being.
• Strategic Vision Planning Strategic financial vision planning services for businesses and individuals to define long-term financial goals and develop actionable roadmaps.
• Consultation Services General financial consultation services addressing specific client questions and challenges across corporate and personal finance domains.
• Personal Finance Planning Personalized financial planning services for individuals covering budgeting, saving, investing, and wealth-building strategies.
• Liquidity Management Advisory Advisory services for businesses on liquidity management, helping optimize cash flow and short-term financial positioning.
• Treasury Management Technology Advisory Consulting and advisory services related to treasury management technology selection, implementation, and optimization for corporate clients.
• Financial Literacy Programs Structured financial literacy programs for community groups, schools, and organizations to improve financial education outcomes.

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves4 records

Expansion highlights3 records

Broad incumbents

• Merrill Lynch (Bank of America): Merrill Lynch provides wealth management and financial advisory services to individuals and corporations, including treasury and corporate finance advisory overlap. It competes with ART as a much larger incumbent with broader geographic reach.
• Northwestern Mutual: Northwestern Mutual is a large, established financial advisory and planning firm offering comprehensive wealth management, insurance, and planning services. It competes with ART across corporate, SMB, and individual segments as a much broader incumbent.
• Fidelity Investments: Fidelity is a major financial services firm offering investment, retirement, and advisory planning services. Its retail and workplace advisory offerings overlap with ART's individual financial coaching and corporate financial education capabilities.
• NerdWallet: NerdWallet is a personal finance media and comparison platform that connects consumers with financial advisors and products. Its financial literacy content and advisor referral business compete with ART for individual planning attention and discovery.
• Edward Jones: Edward Jones is a large financial advisory firm serving individuals and small businesses with personalized planning guidance. Its relationship-based SMB and individual focus overlaps with ART's small-business and individual coaching segments.

Direct peers

• Ellevest: Ellevest provides goal-based financial planning and one-on-one coaching, particularly focused on women. Its blend of personalized coaching and digital planning tools places it in direct competition with ART's individual financial coaching service.
• Facet Wealth: Facet Wealth is a digital-first financial planning firm that pairs clients with dedicated CFPs for ongoing coaching and advice. It competes directly with ART Financial Solutions in the personal financial coaching and planning space, though at a larger national scale.
• SmartAsset: SmartAsset is a financial planning marketplace that connects consumers with advisors and provides educational content on personal finance. It competes with ART for individual financial planning and literacy mindshare, but at significantly larger scale.
• Personal Capital (Empower): Personal Capital combines digital wealth management tools with human advisor support for personalized financial planning. Its hybrid model competes with ART for individuals seeking both planning technology and advisor-led coaching.
• LearnVest (Northwestern Mutual): LearnVest, now part of Northwestern Mutual, built its brand on financial planning and coaching programs. Its planning-and-coaching model mirrors ART's coaching and financial literacy offerings, though backed by a national platform.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/ARTFinancialSolutions
• LinkedInlinkedin.com/company/art-financial-solutions

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Art Financial Solutions