"I got highly qualified vendors with high match scores in minutes — it would have taken me weeks on my own!"
List of the top 20 Financial Wellness Programs in Shortlister as of August 2022, presented in the order they appear in the full Vendor Listing tab.
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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
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
Summer partners with organizations to help their populations navigate and reduce student loan debt with proven technologies, policy expertise, and a human touch. Founded in 2017, Summer offers industry-leading tools like digital PSLF enrollment to help all ... View Full Profile
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
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
Origin is the modern financial wellness benefit for your workforce. HR and People teams use Origin to help employees get more from their paycheck, make informed decisions about benefits, and feel secure in their financial future. Origin offers unlimited, 1-... View Full Profile
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Creating a world where having a financial plan is never out of reach. LearnLux is the leading workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals... View Full Profile
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
The Enrich Financial Wellness program provides a state-of-the-art online platform with Certified Personal Financial Counselors (CPFC’s) to provide a best in class financial wellness experience second to none. We provide our users with an online experience ... View Full Profile
Brightside is a new approach to financial wellness, we call it Financial Care. For employers, it means no more point solutions or complex integrations. For employees, it’s a comprehensive, white-glove, concierge experience that combines care navigation, ... View Full Profile
Salary Finance’s mission is to improve the financial health of working Americans by providing access to socially responsible financial products in the workplace. When employees can access affordable credit, reduce bad debt, and increase their savings, they... View Full Profile
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
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
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
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
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
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
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
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
Navigate is a purpose-driven employee engagement technology company with a nimble and customer-focused approach to helping organizations, with a mission to spark a cascade of positive change by applying their technological capabilities to the field that ... View Full Profile