Aura Finance
Aura Finance is a small financial services company founded in 2021, headquartered in San Francisco, CA. The company employs a psychology-based approach to financial wellness, offering personalized programs and tools to help individuals achieve their financial goals.
Company Overview
Aura Finance is a small business operating in the Financial Services industry, founded in 2021. The company is headquartered in San Francisco, California, and has a team size of 14. Aura Finance integrates a psychology-based approach to financial management, emphasizing the emotional aspects of money to aid clients in making informed financial decisions.
Services Offered
Aura Finance provides a comprehensive financial wellness platform designed to support employees in achieving financial stability. The company offers personalized financial wellness programs, one-on-one coaching, and continuous support. Clients can access easy-to-use financial management tools that guide them in saving, budgeting, investing, and retirement planning. The services also include behavioral coaching to empower employees in setting and tracking their financial goals.
Psychology-Based Approach
Aura Finance utilizes psychological principles in its financial planning services. This approach helps clients understand their emotional relationship with money, which is crucial for making smarter financial decisions. The company reports that 55% of users reached their financial goals within 30 days, and 98% of users felt more relaxed and happy after utilizing the services.
Collaborations and Partnerships
Aura Finance has collaborated with Headspace to highlight the connection between financial wellness and overall mental health. This partnership underscores the importance of integrating financial education with emotional well-being, reinforcing the company's commitment to a holistic approach to financial management.
Investment and Brokerage Services
Aura Finance offers advisory services through an SEC registered investment adviser. For brokerage accounts, the company partners with Pershing, LLC, a third-party SEC registered broker-dealer, ensuring that clients receive secure and compliant investment services.