thebeans
thebeans
thebeans.io
Locations
United States · San Francisco, CA, USA · Burlingame, CA, USA · Sunnyvale, CA, USA · Wilmington, DE, USA · San Anselmo, CA, USA · Atlanta, GA, USA
industry
Finance · Financial Services · FinTech · Wealth Management · Wellness
Size
11 - 50 employees
Stage
Seed
founded in
2017
About

The Beans offers a software application platform that creates personalized cash flow plans designed for its users. It provides a financial operating system for caring professionals and a provider of workforce development for their employers. It manages cash flows and executes financial tasks, including savings, debt, and now tax optimization, improving complex decisions into daily peace of mind. This investment enabled the company to expand its reach across healthcare networks, educational institutions, and nonprofits nationwide, continuing to relieve financial stress, improve retention, and empower employees to thrive both at work and at home.


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