Financial Coaching

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

"Shortlister saved us time and money, while helping us to identify a platform that fit our unique company culture."

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Rachel B

HR Director

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125 Vendors
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5.0 (1 reviews)
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Questis ( Visit Website )

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’... View Full Profile

Employees
25
Lives Serviced
225,000
Funding
12M Venture Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
Dashboard analytics
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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4.8 (2 reviews)
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Your Money Line ( Visit Website )

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 are available 12 hours a day/5 days a ... View Full Profile

Employees
27
Lives Serviced
200,000
Funding
2.8M Seed Round
Minimum Group Size
25 eligible
Features
3rd Party Integrations
Global Capabilities
Responsive Design
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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Reviews pending
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Origin ( Visit Website )

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-... View Full Profile

Employees
105
Lives Serviced
300,000
Funding
56M Series B
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Coaching
Personal Investment Advisors
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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4.5 (3 reviews)
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LearnLux ( Visit Website )

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 ... View Full Profile

Employees
250
Lives Serviced
16,000,000
Funding
14.9M Series A
Minimum Group Size
50 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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4.6 (14 reviews)
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Best Money Moves LLC ( Visit Website )

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 US Trustees. They do over 100,000 sessions ... View Full Profile

Employees
20
Lives Serviced
3,000,000
Funding
750K Seed Round
Minimum Group Size
50 eligible
Features
3rd Party Integrations
Employee Self-Service Tools
GDPR Compliant
Top Offerings
Financial Education
Cash Flow & Budgeting
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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5.0 (1 reviews)
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Financial Knowledge ( Visit Website )

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 program comes in, it always employees to talk to a CFP ... View Full Profile

Employees
14
Lives Serviced
2,000,000
Funding
None
Minimum Group Size
No Minimum
Features
GDPR Compliant
Global Capabilities
Responsive Design
Top Offerings
Financial Education
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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4.5 (9 reviews)
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ENRICH™ Financial Wellness

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 one on one. Employees will have access ... View Full Profile

Employees
50
Lives Serviced
15,777,888
Funding
1.8M Angel Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Financial Coaching
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.4 (11 reviews)
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SmartDollar

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 to budget, pay off debt, save, and ... View Full Profile

Employees
70
Lives Serviced
3,600,000
Funding
None
Minimum Group Size
2 eligible
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Top Offerings
Financial Education
Cash Flow & Budgeting
Financial Coaching
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
369364
Lives Serviced
2,000,000
Funding
Angel Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Coaching
Financial Education
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
1628
Lives Serviced
Not Provided
Funding
Minimum Group Size
100 eligible
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
54
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 Education
Short-term Loans
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
7
Lives Serviced
100,000
Funding
None
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.0 (6 reviews)
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My Secure Advantage

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 program blends 1:1 telephonic financial coaching ... View Full Profile

Employees
100
Lives Serviced
32,000,000
Funding
None
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.0 (1 reviews)
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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
100
Lives Serviced
660,000
Funding
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
Not Provided
Lives Serviced
500,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Android Native Application
GDPR Compliant
iOS Native Application
Top Offerings
Financial Education
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.6 (5 reviews)
Full Reviews Breakdown

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 ... View Full Profile

Employees
10
Lives Serviced
1,000,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Responsive Design
SSAE 18 / SOC Audit(s) Performed
Top Offerings
Financial Coaching
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.8 (10 reviews)
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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 ... View Full Profile

Employees
100
Lives Serviced
1,035,000
Funding
None
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
Global Capabilities
Top Offerings
Employee Assistance Programs
Behavioral Health Access & Treatment
Life Coach Companies
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
20
Lives Serviced
375,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Financial Education
Financial Coaching
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
32
Lives Serviced
300,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Education
Cash Flow & Budgeting
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.8 (3 reviews)
Full Reviews Breakdown

Northstar

Northstar is an all-in-one, holistic financial wellness benefit that guides employees through key financial and life decisions, and helps them make the most of their compensation, equity, and benefits. With innovative fintech tools and a team of in-house ... View Full Profile

Employees
70
Lives Serviced
45,000
Funding
40M Series A
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Employee self-service
GDPR Compliant
Top Offerings
Financial Coaching
Personal Investment Advisors
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

FAQs

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.