Financial wellness programs are services or initiatives designed to help individuals improve their financial health and manage their money more effectively.
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List of the top 27 Financial Wellness Programs in Shortlister as of December 2023, presented in the order they appear in the full Vendor Listing tab.
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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
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
BrightPlan is a leader in Total Financial Wellness. The company provides a comprehensive and inclusive global solution that addresses all aspects of employees’ financial health and empowers HR teams to enhance the employee experience to attract, retain and ... View Full Profile
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
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
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
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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
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
Financial wellness truly starts with education. Our programs help empower employees with the knowledge and skills needed to manage their personal finances with confidence. We do this through live and onsite group courses, on-demand courses, and financial ... View Full Profile
MyBudgetReport breaks down your budget by category, simplifying the way you view your finances. Studies have proven that self-awareness leads to more positive financial decisions. We don’t just tell you the problem. We provide you with the tools & ... View Full Profile
Our founder and CEO, Dave Ramsey, is America’s trusted voice on money and business. In 1992, Ramsey started providing financial counseling in small settings. Now over 30 years later, Ramsey offers his life-changing message as host of The Ramsey Show, 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
FinFit was established in 2008 and currently services over 500,000 organizations across the United States. As the most comprehensive employee financial wellness solution in the country, we believe we’re better together. We believe in the power of elevating ... View Full Profile
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
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
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
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
Driven by passion and purpose, WellRight's customizable platform is designed to support participants in their wellness journeys no matter their starting point. With hundreds of healthy habit activities, personalized wellness recommendations, robust reporting, ... View Full Profile
Financial stress affects all of us, regardless of age, income level, or job function, and it's essential to our overall well-being. As a result, BrightDime an industry-leading employee financial wellness solution designed their platform focusing on ... View Full Profile
Financial wellness refers to the state of an individual’s overall financial health and relationship with money, which includes having a stable income, managing expenses, saving for the future, and handling unexpected financial emergencies.
Financial wellness programs are employee benefits designed to help employees improve their financial well-being by providing tools, resources, and education on topics such as budgeting, saving, investing, and managing debt.
Financial well-being is a fundamental component of the broader, multidimensional concept of employee wellness. However, according to statistics, personal finances are the most significant stressor for nearly half of the employees. Financial wellness is important because reducing the stress and anxiety related to money can increase productivity and job satisfaction and improve overall physical and mental health.
Examples of financial wellness include having a budget for short, medium, and long-term financial goals, saving for retirement, paying off debt, being prepared for unexpected expenses by having an emergency fund and having adequate insurance coverage.
Financial wellness programs are essential employee benefits because they can lead to higher employee morale, reduced absenteeism, increased productivity, and help attract and retain top talent. When employees are dealing with financial struggles like debt, insufficient savings, or unstable income, they often experience money-related stress and anxiety that can negatively impact their work performance. However, when employees feel financially secure and have access to resources and support to manage their finances effectively, they can experience more confidence, less stress, and better focus on their work. Studies have confirmed that users of financial wellness programs report better mental health, lower stress levels, and better physical health compared to non-users.
To set up a successful financial wellness program for employees, employers can work with a financial wellness provider, conduct a needs assessment, develop a customized program, and provide ongoing employee education and support.