Compare Financial Wellness Programs Vendors

Compare the best Financial Wellness Programs in Q2 2024 Analyze features, reviews, clients, employee counts and more for 226 Financial Wellness Programs. Sign up for a free account to unlock pricing and customer information, and to get custom Match Scores to find the best fit for your company.

Product Description

ENRICH™ Financial Wellness

The Enrich Financial Wellness program provides a state-of-the-art online platform with Certified Personal Financial Counselors (CPFC’s) to provide a best... Show More

SmartDollar

-

Ernst & Young, LLP

-

Min. Group Size

ENRICH™ Financial Wellness

500 eligible

SmartDollar

2 eligible

Ernst & Young, LLP

5,000 eligible

Lives Serviced

ENRICH™ Financial Wellness

15,777,888

SmartDollar

-

Ernst & Young, LLP

2,000,000

Product Specific Features

ENRICH™ Financial Wellness

SmartDollar

Ernst & Young, LLP

Features

ENRICH™ Financial Wellness

✓

Global Capabilities

Not offered

iOS Native Application

Not offered

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

✓

NCQA Accredited / Certified

✓

URAC Accredited

✓

3rd Party Integrations

Not Specified

Full CDC Recognition for DPP

SmartDollar

Not Specified

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

Not Specified

GDPR Compliant

Not Specified

SSAE 18 / SOC Audit(s) Performed

Not Specified

NCQA Accredited / Certified

Not Specified

URAC Accredited

✓

3rd Party Integrations

Not Specified

Full CDC Recognition for DPP

Ernst & Young, LLP

✓

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

Not Specified

NCQA Accredited / Certified

Not Specified

URAC Accredited

✓

3rd Party Integrations

Not Specified

Full CDC Recognition for DPP

Official Resources

ENRICH™ Financial Wellness

SmartDollar

Ernst & Young, LLP

Media

ENRICH™ Financial Wellness

SmartDollar

Ernst & Young, LLP

About

ENRICH™ Financial Wellness

The award winning Enrich Financial Wellness platform offers engaging, effective, unbiased online financial education, contained in a highly customizable delivery... Show More

SmartDollar

Our founder and CEO, Dave Ramsey, is America’s trusted voice on money and business. In 1992, Ramsey started providing financial... Show More

Ernst & Young, LLP

Ernst & Young LLP (together with its affiliate, Ernst & Young U.S. LLP, the “Firm”) is a private limited liability... Show More

Founded

ENRICH™ Financial Wellness

2008

SmartDollar

Established in 1992

Ernst & Young, LLP

1978

Location

ENRICH™ Financial Wellness

Cardiff-by-the-Sea, CA

SmartDollar

Franklin, TN

Ernst & Young, LLP

New York, NY

Employees

ENRICH™ Financial Wellness

50

SmartDollar

70

Ernst & Young, LLP

369,364

Funding Summary

ENRICH™ Financial Wellness

1.8M Angel Round

SmartDollar

None

Ernst & Young, LLP

Angel Round

Website

Reviews

ENRICH™ Financial Wellness

4.5 (9)

Star Featured Review

Kevin Barry

October 14, 2021
The Enrich platform and course content are best in class. We recently offered Enrich to our employee base and are... More
Star Featured Review

Erin Moore

October 15, 2019
Enrich is a responsive partner with a solid digital platform offering. Enrich is always open to feedback, which is appreciated.

SmartDollar

4.4 (11)

Star Featured Review

Tom Roesler

January 8, 2021
Short of in-person classes, where going through learning as a group, this is a best-in-class product. It allows individuals (or... More
Star Featured Review

Kimberly Earnest

December 9, 2020
Great product. We've been using it for three years and have had a lot of success with our employees making... More
Show All Reviews

Ernst & Young, LLP

0.0 (0)

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