The Beans | LinkedIn (original) (raw)

Financial Services

San Francisco, California 1,765 followers

Simplifying the path to financial balance through design and technology, so that people can focus on what they love.

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About us

Our mission is to simplify the path to financial balance through evidence-based design and cutting edge technology, so that you can stress less about money and focus on what you love.

Industry

Financial Services

Company size

2-10 employees

Headquarters

San Francisco, California

Type

Privately Held

Locations

Employees at The Beans

Updates

We are thrilled to welcome Children's Institute to The Beans family! Their employees are already feeling the love… 64% of members surveyed said that they would like to go deeper with evidence-based content for building savings and paying off debt. 97% said they learned something from The Beans that changes the way they think or feel about their money Welcome aboard, Children's Institute, Inc. #partnership #CaringClass #announcement
Empower Your Team with Financial Well-Being. As leaders, you know that #financialstability and financial well-being can be key to job satisfaction and productivity. Our Financial Wellness Thursday session on November 14 will introduce you to evidence-based practices you can use to reduce financial stress today. All Financial Wellness Thursday sessions are specifically designed for managers and team leaders in #CaringProfessions. If you manage a team in #healthcare, #education, or #nonprofit this is the session for you! You will join other directors and managers with a desire to provide their staff with financial wellness and better money + life balance. As leaders in professional development and tools to support Caring employers, we are proud to offer this virtual session for free. We are excited to have those invested in investing in their teams join us. Register ➡ https://bit.ly/3AwpBfk #FinancialWellBeing #CaringProfessionals #Retention
Our Founder and CEO Melissa Pancoast making waves 🌊 in fintech innovation ⬇

Managing Director, Private Institutional Client Advisor | Taking an institutional approach, to generate sophisticated and differentiated investment and capital markets-based solutions.
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In the latest edition of Founders, Funders, and Family Office Wonders, we spotlight an inspiring leader making waves in fintech innovation—Melissa Pancoast, Founder and CEO of The Beans. I had the pleasure of meeting her last year at the One Planet Summit, and I want to take a moment to thank Payam Zamani for creating a platform where Faith, Founders, and Films could come together and connect. Melissa is transforming financial wellness through cutting-edge technology, with a mission to simplify the path to financial balance, especially for professionals in caring industries like education, healthcare, and nonprofits. Her purpose-driven strategies not only reduce financial stress but empower individuals to focus on what they love. Let’s dive into how Melissa’s work is shaping the future of financial wellness and helping people achieve financial balance #FinancialWellness #InstitutionalInvestors #NonprofitLeadership
Founders Funders and Family Office Wonders Russell Ballew, MBA, CFP® CEPA® on LinkedIn
1,765 followers
1mo Edited
We are excited to welcome Catholic Charities of Baltimore to The Beans’ community! Together, we are committed to relieving financial stress and making meaningful financial progress. Catholic Charities of Baltimore employees rated The Beans 4.8 ⭐ and employees shared their love for our approach to better money + life balance. "Great visual on seeing where my funds are going" "Very interesting and informative" We’re excited too! Let’s make great things happen together #CaringClass #Welcome Kyle Anderson