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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MyBudgetReport by SPENDiD ( Visit Website )

MyBudgetReport by SPENDiD takes simple information about you & your major expenses and automatically creates a fully customizable budget. It then compares & analyzes your budget vs your peers. We tell you exactly where you are overspending & how to make ... View Full Profile

Employees
3
Lives Serviced
100
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Responsive Design
Third-party integrations
Top Offerings
Cash Flow & Budgeting
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 )

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
- - -

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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
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
- - -
4.5 (9 reviews)
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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
- - -
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
- - -

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4.4 (11 reviews)
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SmartDollar

We believe that everyone can benefit from financial wellness including those with the highest risk or financial need. We understand that most people know what to do with money; it's the doing that's tough. SmartDollar provides the education and tools needed to... 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’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
Financial Education
Short-term Loans
Emergency Savings
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
- - -
Reviews pending
Full Reviews Breakdown

SoFi

SoFi’s mission is to help people realize their dreams through financial independence. Financial independence doesn’t just mean being rich, it means your money’s working for the life you want to live. SoFi at Work equips employers with a single platform, ... View Full Profile

Employees
4100
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)
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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
- - -
4.4 (8 reviews)
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Burnalong

Education provided by licensed financial advisors and CPAs addressing financial topics that relate to all users regardless of life stage... 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

FlexWage

FlexWage, the leading provider of financial wellness solutions, created and patented early wage access (OnDemand Pay) in 2010. Through its acquisition of Sum180 in 2019, it now combines early wage access with an engaging mobile financial well-being decision ... View Full Profile

Employees
Not Provided
Lives Serviced
100,000
Funding
Not Provided
Minimum Group Size
200 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Cash Flow & Budgeting
On-demand Pay
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
3.8 (16 reviews)
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Marquee Health

Through the UCents coaching program, participants will develop skills for effective budgeting, learn debt reduction tips, set short-term and long-term financial goals, and strategize future financial planning. Using the principles of stage-based behavior ... View Full Profile

Employees
104
Lives Serviced
800,000
Funding
Not Provided
Minimum Group Size
2 eligible
Features
3rd Party Integrations
Android Native Application
Global Capabilities
Top Offerings
Health Coaching
Tobacco Cessation
Wellness Platform
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.2 (39 reviews)
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Navigate Wellbeing Solutions

Achieving financial certainty is only possible with education, comprehension, and the tools to leverage that knowledge. Navigate offers tools employees need to make healthy, informed financial decisions. This includes financial coaching, group & personal ... View Full Profile

Employees
70
Lives Serviced
2,180,000
Funding
None
Minimum Group Size
100 eligible
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
- - -
5.0 (1 reviews)
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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
Android Native Application
Dashboard analytics
Top Offerings
Financial Coaching
Financial Education
Benefits Decision Support
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.6 (5 reviews)
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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
Cash Flow & Budgeting
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

FAQs

What is Financial Education?

Financial education involves learning about managing money effectively, including budgeting, investing, saving, and understanding credit and debt to make informed financial decisions.


Why is Financial Education Important?

Financial literacy equips employees with the knowledge and skills needed to achieve financial stability, make wise financial choices, and navigate the complexities of the financial world, ultimately contributing to less stress and better economic well-being.