Financial Coaching

Financial coaching provides access to financial professionals for guidance and counseling to achieve personal financial goals.
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Questis

Questis

5.0 (1)
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Product Info
Company Overview

Founded

2014

Employees

25

Funding Summary

12M Venture Round

Clients Your Size Clients Your Size

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About Questis

Financially stressed people need more than an article or two to read. They need a real person to guide them with financial expertise, strong personal connections and consistent, compassionate support for working through their concerns and frustrations. That’s where Questis comes in. Questis is a workforce financial empowerment company that helps businesses become life-changing employers by healing the root causes of their employees' financial stress with people + technology. Founded by a cross-disciplinary team of financial advisors, tech leaders, and business visionaries, Questis makes the value of personalized financial planning accessible to everyone. Show More
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Your Money Line

Your Money Line

4.8 (2)
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Product Info

Min. Group Size

25 eligible

Lives Serviced

162,000

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

13 Specific Questions Specific Questions

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Product Features

✓

Financial health assessment  

 ✓

One-on-one financial coaching - virtual
✓

Goal setting and tracking 

 ✓

Budget tool 
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Product Description

Your Money Line is the employee financial wellness benefit offering unlimited 1:1 human money coaching, world-class education, and AI-powered software—so your people live worry-free financial lives.

Our human coaches... Show More
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Origin

Origin

Reviews pending
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Product Info
Company Overview

Founded

2018

Employees

105

Funding Summary

56M Series B

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About Origin

Origin is the modern financial wellness benefit for your workforce.

HR and People teams use Origin to help employees get more from their paycheck, make informed decisions about benefits, and feel secure in their financial future.

Origin offers unlimited, 1-on-1 access to a Certified Financial Planner through video or in-app chat. After meeting with an Origin planner, employees receive a customized financial roadmap to help them reach their goals. Origin has successfully helped employees pay off debt, save for a house downpayment, plan for a child, and more.

Origin is the... Show More
LearnLux

LearnLux

4.5 (3)
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Product Info

Min. Group Size

50 eligible

Lives Serviced

1,600,000

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

13 Specific Questions Specific Questions

Lock

Product Features

✓

Financial health assessment  

 ✓

Goal setting and tracking 
✓

One-on-one financial coaching - virtual

 ✓

Budget tool 
Show All Features

Product Description

LearnLux is the trusted workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals for US and Global workforces. LearnLux's award-winning program equips employees... Show More
Company Overview
Best Money Moves LLC

Best Money Moves LLC

4.6 (14)
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Product Info

Min. Group Size

50 eligible

Lives Serviced

1,000,000

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

13 Specific Questions Specific Questions

Lock

Product Features

✓

One-on-one financial coaching - In-person

 ✓

Financial health assessment  
✓

Goal setting and tracking 

 ✓

One-on-one financial coaching - virtual
Show All Features

Product Description

To enhance our digital platform Best Money Moves offers Money Coaches. The Money Coaches are accredited by the National Foundation for Consumer Credit, US Department of Housing, US Department of Education and the... Show More
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Financial Knowledge

Financial Knowledge

5.0 (1)
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Product Info

Min. Group Size

-

Lives Serviced

500,000

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

13 Specific Questions Specific Questions

Lock

Product Features

Not Provided.

Product Description

Sometimes employees need education in a private setting. Maybe they are dealing with a financial issue that they don't want to discuss in front of their peers. This is where our financial coaching... Show More
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ENRICH™ Financial Wellness

ENRICH™ Financial Wellness

4.5 (9)
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Product Info

Min. Group Size

500 eligible

Lives Serviced

15,777,888

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

13 Specific Questions Specific Questions

Lock

Product Features

Not Provided.

Product Description

Some individuals who seek financial advice or educational information may prefer verbal interaction, which is why we have incorporated a financial wellness call and chat center for users to speak with our representatives... Show More
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Top Vendor
SmartDollar

SmartDollar

4.4 (11)
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Product Info

Min. Group Size

2 eligible

Lives Serviced

-

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

13 Specific Questions Specific Questions

Lock

Product Features

✓

Financial health assessment  

 ✓

One-on-one financial coaching - virtual
✓

Goal setting and tracking 

 ✓

On-site group workshops

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Product Description

SmartDollar’s highly-trained coaches are available to help employees uncover the root problems that lead to poor financial decisions, help employees create healthy behaviors, and work our proven Baby Step plan to learn how... Show More
Company Overview
Top Vendor
Ernst & Young, LLP

Ernst & Young, LLP

Reviews pending
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Product Info
Company Overview

Founded

1978

Employees

369,364

Funding Summary

None

Clients Your Size Clients Your Size

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About 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 organization whose locally-owned member firms operate under the “EY” name in approximately 150 countries around the world.
Ernst & Young LLPs EY Personal Finance practice has significant experience in designing and implementing financial wellness programs for diverse organizations and employee groups. Since 1978, we have provided these services for approximately 5 million employees in more... Show More
Goldman Sachs Ayco Personal Financial Management

Goldman Sachs Ayco Personal Financial Management

Reviews pending
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Company Overview

Founded

1971

Employees

1,628

Funding Summary

Clients Your Size Clients Your Size

Clients size is Locked

About 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 believe companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Learn more at ayco.com.

The Ayco Company, L.P. d/b/a Goldman Sachs Ayco Personal Financial Management. Show More
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FinFit

FinFit

Reviews pending
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Product Info
Company Overview

Founded

2008

Employees

54

Funding Summary

7M Series D

Clients Your Size Clients Your Size

Clients size is Locked

About FinFit

FinFit was established in 2008 and currently services over 500,000 organizations across the United States. As the most comprehensive employee financial wellness solution in the country, we believe we’re better together. We believe in the power of elevating all employees, and we believe everyone should have a seat at the table. At FinFit, we’re working to bridge the opportunity gap with equal access to services, products, and solutions to grant your workforce financial stability today, and financial security tomorrow. Show More
LifeCents

LifeCents

Reviews pending
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Company Overview

Founded

2005

Employees

7

Funding Summary

None

Clients Your Size Clients Your Size

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About LifeCents

LifeCents is an award winning B2B financial wellness platform designed to help people live happier and healthier financial lives. We know that when consumers are financially secure, businesses and communities thrive.

LifeCents’ unique approach engages people to transform information into action and leads to lasting improvements in users’ financial IQ, Habits, and Mindset. Our proprietary AI engine connects people to products, services and partners relevant to their personal financial needs, and the integration of gamification features sustains engagement, helping users take steps–both large and small–towards achieving their financial goals.

Our clients and partners benefit... Show More
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My Secure Advantage

My Secure Advantage

4.0 (6)
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Product Info

Min. Group Size

100 eligible

Lives Serviced

32,000,000

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

13 Specific Questions Specific Questions

Lock

Product Features

✓

Financial health assessment  

 ✓

Goal setting and tracking 
✓

Budget tool 

 ✓

Cashflow tool 
Show All Features

Product Description

Empowering employees to take charge of their financial future, MSA (My Secure Advantage) is on a mission to transform financial stress in the workplace, one employee at a time. Our holistic financial well-being... Show More
Company Overview
Financial Finesse

Financial Finesse

4.0 (1)
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Company Overview

Founded

1999

Employees

100

Funding Summary

Clients Your Size Clients Your Size

Clients size is Locked

About 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 they had access to expert financial coaching to help them improve all aspects of their finances as an additional employee benefit?”

As the nation’s leading provider of unbiased workplace financial wellness programs, we have changed the lives of over 2.4 million employees by partnering with strategic organizations like Nestle, Viacom, Aetna and the NFL PA... Show More
Banzai

Banzai

Reviews pending
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Company Overview

Founded

2007

Employees

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

About Banzai

Personal financial stress is a major contributor to lower productivity, high health-care costs, and increased absenteeism at the enterprise level. In addition, financial education solutions are often out of date, overly strict in their advice, or just plain boring. That is why Banzai creates online financial education solutions that provide real advice for real people when real life happens. Our products are engaging for individual users and scalable for enterprises. With experience-based curriculum, Banzai helps employees in learning financial discipline and time-proven principles of fiscal responsibility. Show More
Top Vendor
BrightDime

BrightDime

4.6 (5)
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Company Overview

Founded

2013

Employees

10

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

About BrightDime

BrightDime is a top-to-bottom financial wellness solution for companies of all sizes and industries. We provide the best user experience in the market by focusing on personalized engagement and unlimited financial coaching. We take a long term approach to financial wellness; prioritizing user engagement and trust as keys to our success. We are a trusted resource, a comprehensive and personalized digital tool, and a team of unbiased financial coaches with no hidden agenda.

In 2023, we introduced Essentials – BrightDime’s new low-cost and complete financial wellness program. BrightDime envisions a world where financial wellness is an... Show More
MoneyWellth

MoneyWellth

Reviews pending
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Company Overview

Founded

2019

Employees

32

Funding Summary

Not Provided

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About 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, track their progress budgeting, paying down debt, building savings, and saving for retirement. Participants engage in topics and view lessons that fit their needs at their own pace. From budgeting basics to building an investment portfolio, MoneyWellth provides resources and guidance for each step of the way.
Core platform features include:
Financial assessment – our four-part survey provides customized content and resources.
Step-by-step plan – participants... Show More
Canopy

Canopy

4.8 (10)
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Company Overview

Founded

1975

Employees

100

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

About Canopy

Founded in 1975, Canopy's (formerly Cascade Centers) mission is to support organizational success and improve quality of lives. We provide comprehensive and leading edge services nationwide, such as:

• Employee Assistance Programs (EAP)
• Work/Life Balance Programs
• Wellness Programs and Coaching
• Free Legal Consultations
• Behavioral Health Risk Assessment
• Organizational Training and Development
• Student Assistance Programs
• Free Unlimited Financial Coaching
• Executive Coaching

Canopy’s EAP provides our customers a comprehensive, full service EAP with a focus on customer... Show More
Financial Fitness Group

Financial Fitness Group

Reviews pending
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Company Overview

Founded

March 1998

Employees

20

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

About Financial Fitness Group

Financial Fitness Group is an enterprise software company that provides financial education solutions designed to maximize user engagement. Our financial wellness platform is proven to engage users of all backgrounds, from investors to employees. Financial Fitness Group is a leading provider of interactive financial wellness for financial service providers, banks, credit unions, advisors, government agencies, and some of the largest companies across the nation. For over 20 years, we’ve been assessing, scoring, and educating our clients’ target audiences–thereby driving real behavior change–through our financial education platform. Show More
Workplace Options

Workplace Options

Reviews pending
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Company Overview

Founded

1982-02-05

Employees

1,212

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

About Workplace Options

Workplace Options is an international service company headquartered in Raleigh, North Carolina. For nearly 40 years, Workplace Options has been providing wellbeing solutions including employee assistance programs (EAP), wellness programs, learning programs, organizational and leadership development, coaching, and crisis response to more than 116,000 organizations across 200 countries and territories serving 70+ million people.

Workplace Options is dedicated to helping organizations support their most valuable asset: their people. Our focus is to make employees’ lives easier, healthier, and more productive. These improvements translate into more efficient workplaces, more engaged employees, and increased company loyalty.
... Show More

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Frequently Asked Questions

What is Financial Coaching?

Financial coaching is a service that provides individuals with access to financial professionals who can offer guidance and counseling to help them achieve their personal financial goals. Whether it's improving money management skills, creating a budget, or saving for the future, financial coaching provides support and education to help people achieve financial success. Financial coaching is becoming more important due to the widespread financial illiteracy in the United States. A recent survey by Standard & Poor's found that only 57% of American adults have basic financial knowledge.

What is a Financial Coach?

A financial coach is a professional who helps clients with the basics of money management. They work with people who may have a problematic relationship with money or face obstacles preventing them from managing their finances well. Financial coaches educate their clients on the fundamentals of personal finance, create a financial plan based on their goals, and empower them to develop healthy money habits that will last.

What is Financial Coaching Program?

A financial coaching program is a comprehensive service that helps individuals improve their financial wellness. The program goes beyond static financial education and delivers personalized content with targeted insight and accountability to drive behavioral change. Employees may require support and guidance to adopt positive financial behaviors. By assisting in areas such as debt reduction, credit building, and budget counseling, companies can help their employees achieve their financial goals.

What are the Benefits of Financial Coaching in the Workplace?

Financial stress can significantly impact employee well-being, workplace productivity, and, inevitably - a company's bottom line. In fact, a recent John Hancock Financial Stress Survey found that financially stressed employees cost their employers an average of $2,000 per employee. Offering financial coaching in the workplace can alleviate this stress and provide employees with the support they need to improve their financial health. By investing in financial wellness coaching, organizations can improve productivity, increase employee satisfaction, and reduce turnover. Financial coaching helps employees become financially confident and position organizations for success.

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