Accomplish Big Things: We started Finmark to solve a big problem—making financial modeling and planning more accessible and collaborative. To solve that problem, we set ambitious goals and empower everyone to do their best work, while having fun along the way.

Continuous Improvement: Innovation doesn’t happen in one fell swoop. It’s the result of incremental progress and constant iterations. We strive to be scrappy and agile without sacrificing quality.

Quality Over Quantity: Our goal is to create the best financial planning software, not just the one with the most features. For us, getting things right is more important than just getting them out the door.

Customer Obsession: Our growth is directly tied to our customers’ success. Everything from how we build our product, price our subscriptions, create our content, and make daily decisions are centered around how it impacts our customers.

Better Together: We have a saying, Finfam First! It means that collaboration is foundational for everything we do, and that we can accomplish 10 times more by working together instead of in silos. We plan, work, and celebrate our wins as a team.

Implicit Trust and Respect: Trust and respect should be given, not earned. Regardless of your background, job title, or experience level, trust and respect are implicit values at Finmark.