Who founded Financial Gym?

Financial Gym was founded by Shannon McLay in 2015.

Who are Financial Gym's investors?

Financial Gym's investors include Alpine Meridian.

How much funding has Financial Gym raised?

Financial Gym has disclosed $8.4M raised across 3 rounds.

Where is Financial Gym headquartered?

Financial Gym is headquartered in New York, US.

Financial Gym

New York, US · Founded 2015 · 1 known investors

Find your way into Financial Gym

590 people in our graph share verified history with the Financial Gym team — schools, employers, funds. One of them is your warm intro.

Matt Cherianunlockedknows Shannon McLay · together at Banc of America Securities (overlapped)

×7knows the team · via Banc of America Securities

×4knows the team · via Bank of America Merrill Lynch

The Financial Gym Advisors provides personalized financial planning and wealth strategy services, offering budgeting guidance, savings, and long-term goal planning for individual clients. It positions itself as a financial advisory service focused on helping people manage their finances through transitions in life.

Fintech

Founders & leadership

Financial Gym was founded in 2015 by Shannon McLay.

Shannon McLay inFounder and CEO2015–2025Shannon McLay is founder and executive officer of Financial Gym, which provides personalized financial planning and wealth strategy services. She has prior experience in financial services, with expertise in financial planning, relationship management, and investments.

Investors · 1

Alpine MeridianNew York

Reported raises · per SEC filings

Form D private placements

$8.4M disclosed across 3 rounds · 2017–2024

▶$782.5KraisedMar 2024 · 18 investors · Other Technology

Rule 506(b)

Officers, directors & promoters on the filing

Shannon McLayExecutive Officer, Director, Promoter

Offering amount: $1.5M
Amount sold: $782.5K
First sale: Mar 2024
Incorporated: Corporation, Delaware
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

▶$5.6MraisedAug 2019 · 13 investors · Other Technology

Rule 506(b)

Officers, directors & promoters on the filing

Shannon McLayExecutive Officer, Director, Promoter

Offering amount: $7.5M
Amount sold: $5.6M
First sale: Jul 2019
Incorporated: Corporation, Delaware, 2017
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

▶$2.1MraisedOct 2017 · 14 investors · Other Technology

Rule 506(b)

Officers, directors & promoters on the filing

Shannon McLayExecutive Officer, Director

Offering amount: $2.3M
Amount sold: $2.1M
First sale: Aug 2017
Incorporated: Corporation, Delaware, 2015
Federal exemptions: 06b

Full filing on SEC EDGAR ↗

Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.

Competitors · 10

by search overlap

Experian454 shared keywordsExperian offers consumers tools to access their credit report and FICO Score, build credit, and manage money, including credit card matching, bill and subscription negotiation, car insurance comparison, and a digital checking account with debit card. It serves individual U.S. consumers through its app and financial products.

SmartAsset308 shared keywordsFisher Investments is a global money management and financial advisory firm that provides portfolio management, financial planning, and retirement planning services primarily to high-net-worth individuals and institutional clients. The firm manages investments across equities, fixed income, and blended accounts using an active, forward-looking investment approach.

Prior Finance286 shared keywordsPrior Finance operates a digital financial services platform offering personal loans, student loans, home loans, deposit accounts, credit cards, and investment tools through an integrated mobile application, serving both individual members and enterprise partners seeking lending solutions and technology infrastructure.

Chase271 shared keywordsA wealth management and investing service (J.P. Morgan Wealth Management via Chase) offering self-directed brokerage accounts with commission-free online trades as well as one-on-one advisor services, financial planning tools, and retirement accounts. It serves individual retail investors ranging from beginners to experienced investors in the United States.

Interactive Strength Acquires Ergatta257 shared keywordsFidelity offers an online brokerage platform for retail investors to trade US stocks, ETFs, options, mutual funds, bonds, CDs, and crypto ETPs, with $0 commission on online US stock and ETF trades. It provides trading across web, desktop, and mobile alongside research tools, professional coaching, and advisory services.

Credit Karma199 shared keywordsCredit Karma is an AI-powered personal finance platform that provides free credit scores, credit monitoring, cashflow insights, and financial marketplace services to help consumers understand and manage their finances. The platform serves over 140 million members with tools for credit analysis, tax filing, and financial opportunity identification.

Ramsey Solutions187 shared keywordsRamsey Solutions provides personal finance education, tools, and coaching—including the 7 Baby Steps plan, a vetted network of financial service providers (RamseyTrusted), and AI-powered money advice—to help individuals get out of debt and build wealth. The company also produces The Ramsey Show and offers budgeting resources for consumers managing their personal finances.

Intuit®186 shared keywordsIntuit develops financial software products—including TurboTax, Credit Karma, QuickBooks, and Mailchimp—for consumers and small businesses to manage taxes, credit, accounting, and marketing. It serves approximately 100 million customers worldwide.

Equifax177 shared keywordsEquifax is a data and analytics company providing consumer credit monitoring, identity theft prevention, and business risk and fraud solutions, as well as employment, income, tax, and payroll verification services for businesses and government entities. It serves consumers, businesses, and governments in the U.S. and internationally with credit and financial decisioning insights.

Capital One176 shared keywordsCapital One is a financial services company that offers credit cards, checking and savings accounts, auto financing, and business banking products to consumers and small businesses. The company provides digital banking tools, rewards programs, and credit monitoring services.

Companies competing with Financial Gym for the same Google search keywords, organic and paid, via search-intersection analysis.

Frequently asked questions

What does Financial Gym do?: The Financial Gym Advisors provides personalized financial planning and wealth strategy services, offering budgeting guidance, savings, and long-term goal planning for individual clients. It positions itself as a financial advisory service focused on helping people manage their finances through transitions in life.
Who founded Financial Gym?: Financial Gym was founded by Shannon McLay in 2015.
Who are Financial Gym's investors?: Financial Gym's investors include Alpine Meridian.
How much funding has Financial Gym raised?: Financial Gym has disclosed $8.4M raised across 3 rounds.
Where is Financial Gym headquartered?: Financial Gym is headquartered in New York, US.