Financial Education Services

BrightPlan’s comprehensive financial wellness platform integrates personalized education with real-time digital tools, AI coaching, and human financial planners. 

Designed to support employees at every stage of life, the platform enhances financial well-being by providing individual guidance, reducing financial stress, and optimizing the use of employer benefits. 

This holistic approach makes it an excellent choice for employers who want to demonstrate a genuine commitment to their employees’ financial success. 

For over 30 years, Financial Knowledge has been a trusted provider of conflict-free financial education, accredited by IACET. 

With a curriculum of more than 50 interactive courses covering financial management, retirement planning, tax planning, and investing, they provide flexible learning options, including on-site classes, live webcasts, and self-paced recorded sessions. Their personalized financial coaching further supports employees with tailored guidance, helping them make informed financial decisions. 

ENRICH™ Financial Wellness stands out as a cost-efficient, highly responsive partner offering a best-in-class digital platform for financial education. Backed by iGrad's expertise in financial education, Enrich offers a wide array of resources like articles, videos, and personalized financial assessments to guide employees on their journey to financial well-being.  

With a strong focus on financial inclusion and engagement, the platform is trusted by over 12,500 companies, making it a popular choice for improving employee financial wellness.  

Ernst & Young LLP offers a suite of digital financial wellness tools designed to address the diverse financial needs of employees. From personalized financial planning to tax compliance, EY's services aim to reduce employee financial stress and improve productivity.  

EY’s approach combines interactive technology with customized educational resources, making financial planning accessible and impactful for organizations of all sizes. The platform also provides resources to help employees make informed benefit decisions, contributing to improved ROI on benefits programs for employers. 

Salary Finance supports financial education through its Learn platform, where employees can assess a wide range of content, including guides on essential topics like credit and borrowing, spending and budgeting, and retirement planning. 

The platform's tools, such as budgeting and mortgage calculators, combined with partnerships like the FDIC Money Smart curriculum, ensure that employees can handle their finances confidently, leading to greater financial stability and peace of mind. 

Goldman Sachs Ayco Personal Financial Management provides specialized financial education and planning services, designed to support employees at various stages of their financial journey.  

By combining personalized one-on-one guidance with a suite of digital tools, Ayco helps employees better navigate their finances. Backed by Goldman Sachs, Ayco offers a wealth of resources and a comprehensive approach to financial management that supports employee retention and satisfaction.  

Banzai is an award-winning solution for financial education catering to individual and enterprise needs. The provider teaches real-world finance through interactive content and simulating real-life scenarios. Moreover, its experience-based curriculum offers personalized coaching, calculators, a Wellness Center, and more. 

This solution is perfect for companies looking to equip their employees with budgeting, debt management, and retirement planning skills while fostering financial discipline and long-term fiscal responsibility. 

OfColor is a financial wellness platform that is committed to supporting minorities and employees of color through culturally relevant financial education, coaching, and technology. 

Offering a range of services, including personalized or group coaching, just-in-time content, community forums, and intelligent financial tools, this provider addresses the unique challenges BIPOC employees face in navigating a system that wasn’t built for them.  

Between these features and a supportive community, OfColor is the ideal choice for companies that want to create a more inclusive workplace and help close the racial wealth gap. 

Brightside’s goal is to improve the financial health of working families by addressing any gaps traditional financial institutions might overlook.  

With a focus on personalized support, the provider combines technology with human financial assistants to help employees manage everything from emergency expenses to budgeting, credit, and retirement planning. This approach allows families to secure a better future and benefits employers by reducing turnover, absenteeism, and associated costs.