At Figure Financial, our mission is to provide expert tax and financial solutions that empower individuals and businesses to thrive financially. With a commitment to integrity, accuracy, and exceptional client service, we aim to simplify the complexities of taxation and financial planning.

Our dedicated team of professionals leverages their deep expertise to help clients maximize tax efficiency, minimize liabilities, and achieve their financial goals. We strive to build lasting relationships based on trust and collaboration, ensuring that every client receives personalized, innovative solutions tailored to their unique needs.

Insurance

Professional Services

Figure Financial, Inc

Figure Financial, Inc's headquarters in Orem, UT, United States

Reggie Kurtze

Aaron Josi

Lindsey Williamson

Jeff Young

The Accounting Team at Figure Financial, Inc., led by the Accountant Lead and supported by the Director of Accounting Services, Controller, Accountant, and Assistant Controller, is responsible for overseeing the company's financial records, ensuring accuracy and compliance with regulations. They manage bookkeeping, generate financial reports, conduct audits, and provide valuable insights to optimize financial efficiency and support strategic decision-making for both the company and its clients.

Accounting Team

The Leadership Team at Figure Financial, Inc is responsible for setting and steering the company's strategic direction, ensuring sustained growth and operational excellence. Comprising the Chief Executive Officer, Chief Financial Officer, Chief Technology Officer, Chief Operating Officer, and Chief Product Officer & Head of Legal Operations, this team collaborates to align the organization's vision with its daily operations while fostering innovation and maintaining the highest standards of client service and financial integrity.

Leadership Team

The Legal and Compliance Team at Figure Financial, Inc. is responsible for ensuring that the company operates within the legal frameworks and regulatory requirements pertinent to financial and tax services. This team mitigates legal risks, oversees compliance with relevant laws, and provides strategic legal guidance to support the company's mission of delivering expert financial solutions. Their efforts ensure that all business processes and client engagements adhere to the highest standards of integrity and legal compliance.

Figure Financial, Inc

Org chart

Teams

Accounting Team

Leadership Team

Legal and Compliance Team

Offices

Figure Financial, Inc

Org chart

Teams

Accounting Team

Leadership Team

Legal and Compliance Team

Offices

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