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Financial Gym
New York, US · Founded 2015 · 2 known investors
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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.
Founders & leadership
Financial Gym was founded in 2015 by Shannon McLay.
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Shannon McLayFounder 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 · 2
Alpine Meridianlisted by Alpine MeridianNew York
How we know: Alpine Meridian's portfolio page · prnewswire.com · Not right? Tell us
VanEckreportedNew York
How we know: prnewswire.com · funding news · Not right? Tell us
Reported raises · per SEC filings
Form D private placements$8.4M disclosed across 3 rounds · 2017–2024
▶$782.5KraisedMar 2024 · 18 investors · Other TechnologyRule 506(b)
▶$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
▶$5.6MraisedAug 2019 · 13 investors · Other TechnologyRule 506(b)
▶$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
▶$2.1MraisedOct 2017 · 14 investors · Other TechnologyRule 506(b)
▶$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
Source: SEC EDGAR Form D. Amounts as filed; amended filings shown once at their latest values.
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In the news
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, VanEck.
- 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.