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We provide culturally competent financial wellness solutions for STEM and healthcare professionals, combining data science, behavioral insights, and personalized coaching. Our systems-based, tech-enabled approach delivers measurable improvements in financial literacy, employee wellbeing, and workforce equity. Government partners choose us for our proven results, strategic precision, and unmatched expertise in serving diverse, technical teams.
| Type | State | Agency | Certificate # |
|---|---|---|---|
| VOSB, SDVOSB | National | Small Business Administration (SBA) | — |
Houston, TX
Disaster Consulting, Investment Advising, General Management, Administrative Management Services
Little Elm, TX
Temporary Help Services ( Specifically: Construction Labor Supply, Contract Staffing, Help Supply, Office Help, Temporary Employment, Temporary Help and Temporary Staffing Services).
Austin, TX
Computing Infrastructure Providers, Data Processing, Web Hosting, and Related Services; Certified financial planners, customized, fees paid by client; Portfolio Management and Investment Advice; Professional, Scientific, and Technical Services; Professional, Scientific, and Technical Services; Architectural, Engineering, and Related Services; Engineering Services; Civil engineering services; Construction engineering services; Consulting engineers' offices; Consulting engineers' private practices; Engineering consulting services; Engineering services; Engineering services; Geological engineering services; Custom Computer Programming Services; Computer Systems Design Services; Other Computer Related Services; Administrative Management and General Management Consulting Services; Business management consulting services; General management consulting services; Records management consulting services; Strategic planning consulting services; Other Management Consulting Services; All Other Professional, Scientific, and Technical Services; Construction estimation services
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