Cash Flow & Budgeting Tools

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4.4 (11 reviews)
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SmartDollar

SmartDollar is the only financial wellness solution that leads to lasting behavior change. With best-selling authors and financial experts Dave Ramsey, Rachel Cruze, and Chris Hogan making difficult money concepts easy to understand, SmartDollar provides a ... View Full Profile

Employees
Not Provided
Lives Serviced
2,700,000
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
iOS native application
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.5 (3 reviews)
Full Reviews Breakdown

LearnLux

LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital guidance with Certified Financial Planner™️ professionals. Their award-winning program equips employees with a financial plan to guide them through decision ... View Full Profile

Employees
Not Provided
Lives Serviced
700,000
Funding
4.7M Venture Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Financial Wellness
Benefits Navigation Platform
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.8 (2 reviews)
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Your Money Line powered by Pete the Planner®

Your Money Line is an employee benefit which provides quick, yet thorough answers to employees’ most personal financial questions. Your Money Line solves and prevents financial problems employers don’t know exist within their workforce before it’s too ... View Full Profile

Employees
Not Provided
Lives Serviced
200,000
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
iOS native application
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.4 (8 reviews)
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ENRICH™ Financial Wellness

The award winning Enrich Financial Wellness platform offers engaging, effective, unbiased online financial education, contained in a highly customizable delivery system, and a personal approach to help users achieve a positive behavior change. We’re proud to... View Full Profile

Employees
Not Provided
Lives Serviced
5,650,000
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global capabilities
Top Offerings
Benefits Navigation Platform
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Ernst & Young, LLP

Ernst & Young LLP (together with its affiliate, Ernst & Young U.S. LLP, the “Firm”) is a private limited liability partnership. The Firm is owned by approximately 3,400 US partners and principals and is a member of Ernst & Young Global Ltd., an ... View Full Profile

Employees
Not Provided
Lives Serviced
2,000,000
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Goldman Sachs Ayco Personal Financial Management

Goldman Sachs Ayco Personal Financial Management provides company-sponsored financial planning to employees across Corporate America. Our advisors educate and guide implementation across a broad range of financial topics, including employee benefits. We ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
iOS native application
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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Reviews pending
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FinFit

Founded in 2008, FinFit has grown to be the nation’s largest holistic financial wellness benefit platform that has transformed thousands of lives, servicing over 150,000 clients. FinFit provides a self-directed online experience that helps employees improve ... View Full Profile

Employees
Not Provided
Lives Serviced
1,900,000
Funding
7M Series D
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
iOS native application
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

LifeCents

LifeCents is a wellness platform that inspires and motivates people to improve their financial health and well-being. We inspire people to start their journey to a healthier financial life and empower them to acquire the knowledge, build the habits and gain ... View Full Profile

Employees
Not Provided
Lives Serviced
1,000,000
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global capabilities
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.0 (6 reviews)
Full Reviews Breakdown

My Secure Advantage

Empowering employees to take charge of their financial future, My Secure Advantage (MSA) is on a mission to eradicate financial stress in the workplace, one employee at a time. Our holistic financial wellness program blends 1:1 telephonic financial coaching ... View Full Profile

Employees
Not Provided
Lives Serviced
1,200,000
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Responsive design
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

SoFi

SoFi helps people achieve financial independence to realize their ambitions. Our products for borrowing, saving, spending, investing, and protecting give our more than half a million members fast access to tools to get their money right. SoFi membership comes ... View Full Profile

Employees
Not Provided
Lives Serviced
700,000
Funding
369.8M Venture Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.0 (1 reviews)
Full Reviews Breakdown

Financial Finesse

Financial Finesse was started to answer the question, “What if financial education could be provided free of any conflicts of interest, by an entirely independent firm with no financial products or services to sell? How much better off would employees be if... View Full Profile

Employees
Not Provided
Lives Serviced
660,000
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
iOS native application
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.6 (14 reviews)
Full Reviews Breakdown

Best Money Moves LLC

Best Money Moves is a mobile-first financial wellness program that combines technology, information, tools and live money coaching to help employees measure their level of financial stress in 15 categories, and then sends relevant information and tools to help... View Full Profile

Employees
Not Provided
Lives Serviced
250,000
Funding
750K Seed Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Responsive design
Top Offerings
Financial Wellness
Benefits Navigation Platform
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.6 (5 reviews)
Full Reviews Breakdown

BrightDime

BrightDime is a top-to-bottom financial wellness solution. We provide the best user experience in the market by focusing on personalizing engagement and unlimited financial coaching. Our service is 7 days a week/ 365 days a year. We take a long term approach... View Full Profile

Employees
11-50
Lives Serviced
25,000
Funding
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Responsive design
SSAE 18 / SOC Audit(s) Performed
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

FitPros

FitPros is a health and fitness company that brings wellness direct to the workplace. People generally want to know how to live a healthy, happy, balanced lifestyle, but usually don’t know where to look or what information to trust. FitPros strives to be the... View Full Profile

Employees
Not Provided
Lives Serviced
10,000
Funding
0 Non Equity Assistance
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Wellness Program Management
Health Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

FlexWage

FlexWage, the leading provider of financial wellness solutions, created and patented early wage access (OnDemand Pay) in 2010. Through its acquisition of Sum180 in 2019, it now combines early wage access with an engaging mobile financial well-being decision ... View Full Profile

Employees
11-50
Lives Serviced
15,000
Funding
3.5M
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Financial Fitness Group

Financial Fitness Group is a leading provider of cloud-based, independent and unbiased financial education and engagement platform. Our platform has been proven to improve users financial aptitude, behavior, and confidence. FFG was founded in 1998 based on ... View Full Profile

Employees
Not Provided
Lives Serviced
375,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Responsive design
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
3.9 (20 reviews)
Full Reviews Breakdown

Bravo

Founded in 2008, Bravo is a national provider of employee well-being solutions that reduce preventable health risks and reduce the long-term claims trend. Built on the foundational research of Dr. Michael O’Donnell’s AMSO framework and empowered by a ... View Full Profile

Employees
Not Provided
Lives Serviced
1,600,000
Funding
22M Series A
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Wellness Platform
Health Coaching
Incentive Fulfillment
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

MoneyWellth

MoneyWellth provides personalized financial literacy, trackers, tools, lessons, and resources to help participants confidently navigate their household finances and gain control over their financial future. Participants can browse through recommendations, ... View Full Profile

Employees
Not Provided
Lives Serviced
105,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global capabilities
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Edukate

Edukate is a financial benefits platform that creates a confident, productive and engaged workforce by empowering employees with personalized financial benefits and guidance. We believe the best wellness benefits focus on employees as individuals, engaging ... View Full Profile

Employees
Not Provided
Lives Serviced
50,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
iOS native application
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
3.8 (15 reviews)
Full Reviews Breakdown

Marquee Health

Marquee Health provides clients with an outcomes-driven suite of health and wellness services that support the improvement and maintenance of a healthy lifestyle... View Full Profile

Employees
Not Provided
Lives Serviced
800,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
Global capabilities
Top Offerings
Health Coaching
Tobacco Cessation
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -