Minneapolis, MN, United States

fresh Finance

Business introduction

fresh Finance is a full service vendor serving the securities, life and annuity, health insurance and banking industries

fresh Finance was created in 2009 by a financial advisor who wanted to provide something of relevance to her clients. She spent many hours meeting with clients, and one thing became apparent; they needed information to help them make good financial decisions for themselves. Much of the financial information they knew came from family members as they were growing up, friends, or the media. Much of that information was not correct and led them to make decisions that weren't always in their best interest.

We believe that educating clients while connecting with them each month helps to solidify your client-advisor relationship and eliminate fear based decision making. Sending information in the format your client prefers, that is current and unbiased, shows that you care about their financial well-being. Through interaction with clients, our founder learned that clients wanted information about personal finance, investment concepts, consumer education, and articles written for various age groups because of extended relationships they had.

fresh Finance's goal is to write new, current, and unbiased content each month while not using articles firm to firm, over and over again. We want your experience with our monthly subscription service to be beneficial to you by providing the tools to communicate through your website, blog, social media, email, and print, while positioning your individual brand as a source of expertise.

Physical Address

Minneapolis, MN 55413, United States

Website Address


Email Address


Telephone Number

+1 877 221 6432

Ownership Type


Business Overview

Developed, used, & always upgraded

Now available to you.

Since 2009, we've been creating individually branded communications for the financial services industry. And now, its available to all industries.

freshMerge was released as a licensed software product in 2017, utilizing the same software from our sister company, Fresh Finance (which started in 2009). Fresh Finance has been using the proprietary software since 2012 to create individually branded newsletters and social posts in the financial services industry. Fresh Finance has been operating as a ‘full service’ vendor, creating content and graphics, managing the system, and assisting financial services professionals with their client communications and social media.

Our belief has always been that by providing content delivered in the way individual clients want to receive that information, we help to grow relationships by positioning each sales team member as an expert in their profession. Corporate marketing departments tend to be focused on the corporation, not the individual sales team that keeps them in business, which is why freshMerge provides the solution for each sales team member to communicate with their clients.

After much consideration (and interest from other companies in other industries), freshMerge is now licensed to companies across multiple industries. Licensing our cloud software solution allows other corporations to utilize the freshMerge software internally, verses contracting with multiple vendors. This not only saves money, but ensures that the corporation has control over branded communications and social posts that are sent out by their sales team.

freshMerge has a team of support professionals who have used the software daily for years to create newsletters and social media posts. These individuals work with our licensees in setup, training, and any additional support needed to make freshMerge a successful tool for companies and their sales team.

Key Data

Year founded
wealth management employees
Office Regional Presence
  • North America
Type of Clients
  • Broker-Dealer
  • Independent Financial Advisor
  • Private Client Investment Manager
  • Registered Investment Advisor
  • View Others View Less
Client Regional Presence
  • North America
  • Oceania
  • Western Europe
fresh Finance client presence
  • Australia
  • Canada
  • United States

fresh Finance Solutions


Maintain client relationships and attract new business in today’s global economy freshMerge is a licensed communication software solution managed by your corporate marketing department. Producing automated content for your sales team that is personally branded to them has never been easier! Dynamic (web) email newsletters, social media posts to LinkedIn and......

business needs
Client type
client geography presence
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