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financialfootprint llc

A scalable personalized online financial wellness platform positioned for the high growth voluntary benefit industry and the middle class.

  • Stage Full Product Ready
  • Industry Financial Services
  • Location East Stroudsburg, PA, USA
  • Currency USD
  • Founded August 2009
  • Employees 2
  • Website financialfootprint.com

Company Summary

financialfootprint partners with benefit providers and financial institutions to close the financial literacy gap and improve the lives of employees, members and customers. Providers will see increased prospect conversions and client retention rates as well as decreased insurance claims costs. Employers will realize productivity gains and increased employee engagement. We also capture, analyze and market behavioral data and trend research.

Team

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    David M. Kittredge
    Co-Founder

    Prior to financialfootprint Dave held senior leadership positions at Lincoln Financial Group and Cigna.
    At Lincoln he led the strategic design and implementation of Lincoln Financial Distributors, one of the largest and most productive wholesaling organizations in the US. As Senior Vice President - Relationship Management, he had responsibility for all 3rd party distribution relationships across all product lines including asset management, ins

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    Phil Holstein
    Managing Director

    Phil ran a highly successful financial planning firm for 15 years prior to being recruited as the President of Lincoln Life & Annuity Company of New York. He went on to run a change program that positively transformed Lincoln Financial Group’s UK division, where he also led its 2000 person sales division.
    Returning to the US, Phil joined Lincoln Financial Distributors as Senior Vice President and Managing Director, for their banking relationshi

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    David K Ng
    Co-Founder

    Dave is currently the Associate Director, Regional Chief Executive Office of AIA Hong Kong. Prior to this role he was fully engaged as a co-founder at financialfootprint. He is now acting as an advisor and retains 5% ownership.

Advisors

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    David Holstein
    Lawyer
    Unconfirmed
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    Morris Kurtzman
    Accountant
    Unconfirmed

Previous Investors

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    President of a U.S. Life Insurance Company
    Unconfirmed
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    CEO of a U.S. based Consultancy
    Unconfirmed
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    Senior Marketing Executive of a Large U.S. based Asset Managment Company
    Unconfirmed