Financial Education Services

Browse and compare 1000's of vetted vendors. Unlock filters and find compatible vendors with a free account.

Get Vendor Match Scores

"I got highly qualified vendors with high match scores in minutes — it would have taken me weeks on my own!"

Rachel B

HR Director

Sort by:

Filter Vendors

Average Cost

Available Discounts

Star Rating

  • Reviews pending

Group Size

155 Vendors
Sort by:
Reviews pending
Full Reviews Breakdown

BrightPlan

BrightPlan is a leader in Total Financial Wellness. The company provides a comprehensive and inclusive global solution that addresses all aspects of employees’ financial health and empowers HR teams to enhance the employee experience to attract, retain and ... View Full Profile

Employees
50
Lives Serviced
100,000
Funding
9.5M Series A
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Education
Financial Coaching
Personal Investment Advisors
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.5 (9 reviews)
Full Reviews Breakdown

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
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
- - -
5.0 (1 reviews)
Full Reviews Breakdown

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’... View Full Profile

Employees
25
Lives Serviced
225,000
Funding
12M Venture Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Global Capabilities
Responsive Design
Top Offerings
Financial Coaching
Well-being Education & Content
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.8 (2 reviews)
Full Reviews Breakdown

Your Money Line

Your Money Line provides a dedicated and confidential financial helpline and dashboard for every employee and their immediate family to find financial stability in their life. Make tomorrow easier with Your Money Line... View Full Profile

Employees
10
Lives Serviced
200,000
Funding
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Top Offerings
Financial Coaching
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.4 (11 reviews)
Full Reviews Breakdown

Grokker

Grokker is the holistic, video wellbeing engagement solution that keeps your team feeling healthy, happy and connected, no matter where they are. 1. Grokker helps employees feel empowered to take control of their wellbeing — to move more, eat better, sleep ... View Full Profile

Employees
30
Lives Serviced
5,000,000
Funding
26M Series B
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Wellness Platform
Health Challenges
Mindfulness and Meditation
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
20
Lives Serviced
3,000,000
Funding
750K Seed Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Responsive Design
Top Offerings
Financial Education
Benefits Navigation Platform
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

Need Help Narrowing It Down?

Add in more criteria and see your match score for every vendor. It only takes a few minutes, just create free account to get started.

5.0 (1 reviews)
Full Reviews Breakdown

Financial Knowledge

Founded in 1989, Financial Knowledge Network, LLC is an accredited provider of conflict-free financial education for the workplace. Our comprehensive course curriculum has helped hundreds of thousands of employees across the US and Canada better understand the... View Full Profile

Employees
14
Lives Serviced
2,000,000
Funding
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
- - -
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
50
Lives Serviced
700,000
Funding
10M Series A
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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
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
On-demand Pay
Financial Education
Short-term Loans
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Salary Finance

Salary Finance’s mission is to improve the financial health of working Americans by providing access to socially responsible financial products in the workplace. When employees can access affordable credit, reduce bad debt, and increase their savings, they... View Full Profile

Employees
359
Lives Serviced
4,000,000
Funding
28M Series D
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.4 (11 reviews)
Full Reviews Breakdown

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
22
Lives Serviced
2,700,000
Funding
Minimum Group Size
No Minimum
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
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
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

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
5
Lives Serviced
1,000,000
Funding
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Financial Education
Student Loans
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.0 (6 reviews)
Full Reviews Breakdown

My Secure Advantage

MSA (My Secure Advantage) believes everyone deserves a life free from financial stress. MSA members are empowered to take charge of their financial futures, learn healthy financial habits, and achieve lasting financial wellness. Providing world-class ... View Full Profile

Employees
100
Lives Serviced
32,000,000
Funding
None
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Responsive Design
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
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 provides ... View Full Profile

Employees
3000
Lives Serviced
700,000
Funding
369.8M None
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Student Loans
Short-term Loans
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
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
- - -
4.2 (36 reviews)
Full Reviews Breakdown

WellRight

WellRight's platform comprehensively focuses on the six dimensions of well-being: physical, social, emotional, financial, occupational, and purpose. We utilize positive habit-forming challenges, educational courses, and incentive management to promote a ... View Full Profile

Employees
92
Lives Serviced
600,000
Funding
625K Series B
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Wellness Platform
Health Risk Assessment
Incentive Fulfillment
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.2 (38 reviews)
Full Reviews Breakdown

Navigate Wellbeing Solutions

Navigate is a well-tech company helping organizations create more health and happiness in the employees, clients, and communities they serve. The Navigate Platform: A comprehensive gateway to employee wellbeing and engagement. Our platform brings all aspects ... View Full Profile

Employees
66
Lives Serviced
1,700,000
Funding
None
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Wellness Platform
Benefits Navigation Platform
Health Challenges
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
7
Lives Serviced
50,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Responsive Design
SSAE 18 / SOC Audit(s) Performed
Top Offerings
Financial Coaching
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -