Financial Education Services

Easily navigate the crowded vendor landscape

Financial education services offer an array of digital, telephonic, and/or in-person resources and courses aimed at improving the ‘’financial literacy’’ of the participant.

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166 Vendors
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4.5 (9 reviews)
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ENRICH™ Financial Wellness ( Visit Website )

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
- - -
Reviews pending
Full Reviews Breakdown

BrightPlan ( Visit Website )

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 (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
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
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.6 (14 reviews)
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Best Money Moves LLC ( Visit Website )

Designed to help employees lower financial stress Best Money Moves uses machine learning and AI to recommend award winning content and tools in an easy to use format. Deep in content and covering 15 different financial stress categories Best Money Moves helps... 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
- - -
5.0 (1 reviews)
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Financial Knowledge ( Visit Website )

Financial Knowledge has been in business since 1989. We have created a curriculum of over 50 course topics to educate employees in the areas financial management, investing, retirement planning, estate planning, real estate, kids & college funding, and ... 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
- - -
Reviews pending
Full Reviews Breakdown

FinFit ( Visit Website )

FinFit’s premier financial educational portal, Ready University, features a variety of short, engaging lessons focused on key elements of financial well-being that guide employees down the path to financial stability. The interactive courses are arranged ... 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
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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Reviews pending
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Salary Finance

Through the Learn modules, employees have access to curriculum, resources, and tools. These have been categorized to help employees navigate: - Credit and borrowing - Spending and budgeting - Saving, investing and retirement - Family, home and lifestyle ... 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)
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SmartDollar

Our founder and CEO, Dave Ramsey, is America’s trusted voice on money and business. In 1992, Ramsey started providing financial counseling in small settings. Now over 30 years later, Ramsey offers his life-changing message as host of The Ramsey Show, a ... View Full Profile

Employees
70
Lives Serviced
3,600,000
Funding
None
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
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

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
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Financial Education
Wellness Platform
Well-being Education & Content
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, 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
- - -
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
10 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Student 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 (37 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
- - -
4.4 (8 reviews)
Full Reviews Breakdown

Burnalong

Burnalong is a premier digital health platform that helps people - ranging from new mothers to seniors - live happier, healthier, & more fulfilling lives. We also help organizations deliver against business, health, and cultural goals. We are an end-to-end ... View Full Profile

Employees
Not Provided
Lives Serviced
600,000
Funding
7M Venture Round
Minimum Group Size
500 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

HealthKick

HealthKick’s wellness benefits platform empowers employers to deliver the most diverse wellness benefits to global populations with a curated ecosystem of over 250 consumer health fitness and wellness brands across every dimension of wellbeing - from fitness... View Full Profile

Employees
10
Lives Serviced
102,500
Funding
4M
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Gym Networks
Lifestyle Spending Account
Nutrition
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.8 (2 reviews)
Full Reviews Breakdown

Your Money Line

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
25
Lives Serviced
200,000
Funding
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
- - -
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 personalizing 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
Cash Flow & Budgeting
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

FitPros

FitPros is a workplace wellbeing benefits provider delivering robust, holistic programs to improve employee lifestyle habits and overall health. We’ve worked with some of the world’s leading companies, designing tailored solutions to recruit and retain top... View Full Profile

Employees
15
Lives Serviced
10,000
Funding
None
Minimum Group Size
No Minimum
Features
Android Native Application
Global Capabilities
iOS Native Application
Top Offerings
Wellness Platform
On-demand Fitness Content
Health Challenges
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -