Financial Wellness
NAPAFIRMPARTNERS
El Segundo, CA • financialfinesse.com
Chicago, IL • hubinternational.com
Financial Finesse
HUB International
Key Contact(s)
Key Contact(s)
Liz Davidson 415.713.2779 • liz.davidson@financialfinesse.com Greg Ward 828.308.8028 • greg.ward@financialfinesse.com Namita Shah 832.326.3745 • namita.shah@financialfinesse.com
Joe DeNoyior 703.847.4321 • joe.denoyior@hubinternational.com Adam Sokolic 858.255.3909 • adam.sokolic@hubinternational.com James Owen 951.779.8654 • james.owen@hubinternational.com
Firm Profile
Firm Profile
Our PoweredBy division customizes financial wellness solutions for financial institutions including broker-dealers, RIAs, recordkeepers, employee benefit firms, investment firms, and the advisors they work with. Founded in 1999, we have 20+ years of R&D/results, thought leadership from our Think Tank (featuring the former vice-chair of EBRI’s Financial Wellbeing Research Center), and an AI-based platform that changes financial lives and improves retirement preparedness at scale. Clients include Ascensus, Capital Group, ABG, CBIZ, Assurex Global, and Sentinel.
Headquartered in Chicago, Illinois, HUB International Limited advises businesses and individuals on how to reach their goals. HUB offers risk, insurance, employee benefits, retirement benefits and wealth management services. With more than 17,000 employees in offices located through North America, HUB is the 5th largest insurance broker worldwide. HUB works to bring clarity to a changing world with tailored solutions and unrelenting advocacy. For more information, please visit www.hubinternational.com.
Primary Market(s) Served
0-50 Employees, 50-100 Employees, 100-500 Employees, 500-1,000 Employees, 1,000-5,000 Employees, > 5,000 Employees
0-50 Employees, 50-100 Employees, 100-500 Employees, 500-1,000 Employees, 1,000-5,000 Employees, > 5,000 Employees
Employer-Clients / Participants Served * 12,000 / 3,000,000
Total Support Staff 54
Focus Areas Supported • Focus on outcomes/retirement readiness • Debt management/reduction • Establishment of emergency savings reserves • Budgeting • Financial literacy Other Services Financial wellness is our only business. Our financial coaches offer guidance only and do not sell any products or services. Therefore, we partner well with financial institutions/advisors. Additionally, partners have access to industryleading reports, data, and custom studies from our Financial Wellness Think Tank™ and tailored DE&I strategy consulting.
Advisor Support Service(s) We support advisor partners in differentiating themselves/growing their businesses with turnkey sales/marketing materials, educational webcasts, brandable education decks/action plans for digital/in-person use, a participant hub filled with actionable resources, participant financial wellness assessments, and plan reporting that advisors can leverage and scale. Plus, our PR team works to highlight partners.
Other Differentiating Factors Financial Finesse is a results-driven innovation partner deeply committed to driving ROI for financial institutions while accelerating growth. With Aimee, the first AI-powered virtual financial coach designed to diagnose users’ most significant challenges and provide concrete action steps, participants progress faster and save more for retirement than ever before.
Primary Market(s) Served
Employer-Clients / Participants Served * 9,200 / 2,200,000
Total Support Staff 654
Focus Areas Supported • Focus on outcomes/retirement readiness • Debt management/reduction • Establishment of emergency savings reserves • Budgeting • Financial literacy Other Services HUB Retirement and Private Wealth was formed to offer comprehensive client services at the plan sponsor, employee and individual level. HUB offers retirement plan consulting on 401(k), 403(b), 457(b), 409(a) non-qualified deferred compensation, 162 bonus and defined benefit plans. In addition, HUB is a leading full-service global insurance broker.
Advisor Support Service(s) Investment research, monitoring and reporting - 3(21) or 3(38) fiduciary services, development and monitoring of investment policy statement, quarterly investment reviews, plan design consulting, expense and vendor benchmarking and analysis, performance monitoring, plan committee meeting coordination, employee and plan success measures and retirement readiness reporting, fiduciary risk management and governance.
Other Differentiating Factors We feature a HUB Dashboard made up of the following elements: • Fiduciary Decisions: a value and fee benchmark tool • PlanTools: an investment management tool • Catapult: a vendor RFP tool
*as of 6.30.23
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NAPABLACKBOOK2023