Financial Wellness Programs

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142 Vendors
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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. Our expansive library of over 4,000 videos covers all 5 dimensions of mind/body wellbeing so each employee can ... View Full Profile

Employees
Not Provided
Lives Serviced
1,000,000
Funding
7M Series B
Minimum Group Size
5000 eligible
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Wellness Platform
Well-being Education & Content
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.5 (1 reviews)
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GoPlan 101

With GoPlan 101 wellness program, the company receives a combined benefit that includes personal coaching options, financial educational content with social media integrations and a customized website with robust resources that are Comprehensive Current ... View Full Profile

Employees
Not Provided
Lives Serviced
10,000
Funding
0
Minimum Group Size
150 eligible
Features
Top Offerings
Well-being Education & Content
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Origin

Origin was founded on the belief that financial planning should be accessible to everyone at every stage of life. Origin is the first comprehensive employee financial wellness platform for the modern workforce. Its integrated solution helps employees manage ... View Full Profile

Employees
60
Lives Serviced
20,000
Funding
12M Series A
Minimum Group Size
200 eligible
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.5 (3 reviews)
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LearnLux

Give your employees expert financial guidance for everyday money moments and big life milestones. LearnLux blends digital lessons and interactive tools with Certified Financial Planner™ professionals to provide unbiased, holistic financial wellbeing for the ... View Full Profile

Employees
Not Provided
Lives Serviced
700,000
Funding
4.7M Venture Round
Minimum Group Size
250 eligible
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Financial Wellness
Benefits Navigation Platform
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Summer

Summer partners with enterprise employers, financial institutions and unions to help their populations navigate and reduce student loan debt with proven technologies and a human touch. From refinancing to contribution, Summer takes a holistic approach to ... View Full Profile

Employees
Not Provided
Lives Serviced
500,000
Funding
12.5M Series A
Minimum Group Size
5000 eligible
Features
3rd Party Integrations
GDPR Compliant
Responsive design
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.6 (14 reviews)
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Best Money Moves LLC

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
Not Provided
Lives Serviced
250,000
Funding
750K Seed Round
Minimum Group Size
50 eligible
Features
3rd Party Integrations
GDPR Compliant
Responsive design
Top Offerings
Financial Wellness
Benefits Navigation Platform
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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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
Not Provided
Lives Serviced
2,700,000
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
iOS native application
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.8 (2 reviews)
Full Reviews Breakdown

HealthyHabits

HealthyHabits is an award winning employee benefits program offering individuals and families a path to financial flexibility and wellness when faced with healthcare costs. Members access a No-Interest Line of Credit to help pay for their out-of-pocket ... View Full Profile

Employees
Not Provided
Lives Serviced
1,000
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
iOS native application
Top Offerings
Financial Wellness
Wellness Platform
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.1 (35 reviews)
Full Reviews Breakdown

Limeade

Limeade Well-Being is a comprehensive employee well-being software that delivers targeted activities and resources to every level of your workforce. Built for enterprise-level organizations (5,000+ employees), Limeade helps companies show care to their ... View Full Profile

Employees
Not Provided
Lives Serviced
3,600,000
Funding
25M Series C
Minimum Group Size
3500 eligible
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Wellness Platform
Benefits Navigation Platform
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.8 (2 reviews)
Full Reviews Breakdown

Your Money Line powered by Pete the Planner®

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
Not Provided
Lives Serviced
200,000
Funding
0
Minimum Group Size
25 eligible
Features
3rd Party Integrations
Android native application
iOS native application
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.4 (8 reviews)
Full Reviews Breakdown

ENRICH™ Financial Wellness

The Enrich Financial Wellness program provides Certified Personal Financial Counselors (CPFC’s) with a state-of-the-art online platform to provide a best in class financial wellness experience second to none. We provide our users with an online experience ... View Full Profile

Employees
Not Provided
Lives Serviced
5,650,000
Funding
0
Minimum Group Size
50 eligible
Features
3rd Party Integrations
GDPR Compliant
Global capabilities
Top Offerings
Benefits Navigation Platform
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
5.0 (1 reviews)
Full Reviews Breakdown

Financial Knowledge

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 many facets of ... View Full Profile

Employees
Not Provided
Lives Serviced
500,000
Funding
0
Minimum Group Size
No Minimum
Features
GDPR Compliant
Global capabilities
Responsive design
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Salary Finance

Salary Finance is a global financial wellness platform focused on solving the root cause of financial stress: a lack of employee savings, caused by high levels of high-interest personal debt. According to a survey conducted by Salary Finance of 10,484 US ... View Full Profile

Employees
Not Provided
Lives Serviced
4,000,000
Funding
28M Series D
Minimum Group Size
500 eligible
Features
3rd Party Integrations
GDPR Compliant
Global capabilities
Top Offerings
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
Not Provided
Lives Serviced
2,000,000
Funding
0
Minimum Group Size
5000 eligible
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Financial Wellness
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
Not Provided
Lives Serviced
Not Provided
Funding
0
Minimum Group Size
100 eligible
Features
3rd Party Integrations
Android native application
iOS native application
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
Not Provided
Lives Serviced
1,900,000
Funding
7M Series D
Minimum Group Size
1000 eligible
Features
3rd Party Integrations
Android native application
iOS native application
Top Offerings
Financial Wellness
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
Not Provided
Lives Serviced
1,000,000
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global capabilities
Top Offerings
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, My Secure Advantage (MSA) is on a mission to change financial stress in the workplace, one employee at a time. Our holistic financial wellness program blends 1:1 telephonic financial coaching with ... View Full Profile

Employees
Not Provided
Lives Serviced
1,200,000
Funding
0
Minimum Group Size
100 eligible
Features
3rd Party Integrations
GDPR Compliant
Responsive design
Top Offerings
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 membership comes ... View Full Profile

Employees
Not Provided
Lives Serviced
700,000
Funding
369.8M Venture Round
Minimum Group Size
10 eligible
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Financial Wellness
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
Not Provided
Lives Serviced
660,000
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
iOS native application
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -