Tap the Aimee Anywhere team
Building out your own AI capabilities? Innovation is in our DNA. Financial Finesse is the industry leader in developing and deploying AI responsibly to expand access to personalized financial coaching and decision support at scale, and that expertise is available to you.
We've invested heavily in safe AI, knowledge management, and QA and training systems, always with a human in the loop, and we specialize in building purpose-built sub-agents that make coaching deeper and more human. Behind it all is a seasoned team spanning AI, security and compliance, and front- and back-end engineering.
Where we can help
Most organizations know they need an AI strategy, but few know where to begin. We help you cut through the executive panic and buzzword density to build an AI roadmap that actually works.
Strategy and implementation roadmaps
We assess your current capabilities and plot a realistic path from "What are we even doing?" to production-ready deployment.
Agentic AI architecture
Move past simple chat interfaces. We design agentic workflows that can reason, orchestrate complex tasks, and execute multi-step operations across your systems.
Corporate data grounding
Keep your models from hallucinating nonsense. We help you securely anchor language models to your proprietary enterprise data, knowledge bases, and document repositories.
Tool selection and stack optimization
Avoid overhyped, overpriced software. We evaluate LLMs, orchestration frameworks, and vendors to select the tools that fit your actual technical and financial constraints.
Governance and usage policies
Establish practical guardrails, privacy protocols, and acceptable-use guidelines so your workforce doesn't accidentally leak intellectual property.
Your team
Liz Davidson
Founder & CEO
Edwin Jongsma
Chief AI Officer
Dusten Salinas
Chief Technology Officer
Carey Payette
Principal Engineer
Dan Andrews
CFP®, AEP®, CAP® & Financial Coach
Don Edlin
CFP®, MFCS & Financial Coach
Parth Nain
Lead AI Engineer
Scott Brown
Lead UI Developer
Recognized as a place where top tech talent chooses to build
2025 Best Workplaces
for Innovators
2025 & 2026 Best Places
to Work in Fintech
2024 Best Tech Team
Finalist
See how our team can support your vision
Turn your ideas into reality without building a massive AI team in-house. Connect with us to talk through your goals, assess your technical requirements, and map out a plan to bring it to life.