Financial Wellness Programs

About 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 Educational Engaging Rewarding Relevant Available 24/7 Through the employer’s custom website, each employee gains pe... continue reading

About LearnLux

Helping employees build financial resilience so they can reach their goals. LearnLux blends digital lessons and interactive tools with unbiased Financial Advisors to provide independent, holistic financial wellbeing for the modern workplace. Each company we serve enjoys custom lessons, a tailored benefits portal, advanced reporting, and affordable scalability. Our team of ... continue reading

About 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 late. Your Money Line provides a dedicated and confidential financial helpline and dashboard for every employee and ... continue reading

About 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 (3,000+ employees), Limeade helps companies show care to their employees. From financial wellness activities to mindfulness training, our activity library is full of science-backed reso... continue reading

About 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 organizations gain back lost productivity due to financial stress. Best Money Moves Premium is a Zero Cost / Zero... continue reading

About 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 personal finance so that they can make informed decisions with their money. Financial Knowledge has been accredited... continue reading

About Navigate Wellbeing Solutions

Navigate’s vision is to spread optimism and to better the lives of our employees, our customers and the communities we serve. And through our efforts, inspire others to do the same. For over 10 years, we have assisted organizations by connecting their business goals, mission and values with their wellbeing opportunities for employees. By configuring our flexible platform to your needs, audience and budget, we... continue reading

About WellRight, LLC

WellRight's platform comprehensively focuses on the six dimensions of well-being: physical, social, emotional, financial, occupational, and purpose. We utilize positive habit-forming challenges, educational courses, and incentive management to promote a holistically healthy lifestyle for each individual. When creating a wellness program, we take all aspects of the client's benefit offerings into account by incor... continue reading

About BrightDime

BrightDime is a top-to-bottom financial wellness solution. We provide the best user experience in the market by focusing on personalizing engagement and coaching. Our service is 7 days a week/ 365 days a year. We take a long term approach to financial wellness; prioritizing user engagement and trust as keys to our success. We are a trusted resource, a comprehensive and personalized digital tool, and a team of... continue reading

About 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 filled with on-demand courses with personalized action plans, behavioral assessments, webinars, tutorials, contents, retirement tools, interactive exercises,... continue reading

About 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 support tool that starts where people are, engages through gamified personalization, and delivers actionable next steps and solutions addressing key pain f... continue reading

About Financial Fitness Group

Financial Fitness Group is an enterprise software company that develops financial e-learning solutions designed to maximize user engagement and improve financial knowledge. Established in 1998 by a $2 million academic research and design grant, Financial Fitness Group developed the industry standard for a financial wellness score - a massive library of FINRA compliant financial education content and a modular, ... continue reading

About Aduro

Aduro is a Human Performance company. We unlock human potential in the workplace by providing expert coaching, interactive content and personalized insights in a fun, inspiring way. We work with organizations to ignite cultures that are inclusive, deepen social connections, and promote the growth and flourishing of their people. Services Available: • Employee Well-being Platform: Browser, App • Integrated M... continue reading

About 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 budgeting software and on-demand video courses to inspire people to improve financial habits and realize financial dreams. continue reading

About 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 proven step-by-step plan where employees learn to save for emergencies, eliminate debt, and retire with confidence. Our online platform provides 24/7 access t... continue reading

About Bravo

All Bravo participants get access to a financial wellness challenge by Pete the Planner® as part of the standard Bravo offering. This eight-week challenge helps participants get a clear picture of their financial life. Topics include how to pay down debt, how to get spending under control, how to budget, how to create an emergency fund and how to plan for major purchases. continue reading

About Edukate

Edukate is a financial benefits platform that creates a confident, productive and engaged workforce by empowering employees with personalized financial benefits and guidance. We believe the best wellness benefits focus on employees as individuals, engaging them how they choose to be engaged, providing guidance for challenges they are currently facing, and connecting them with the employer benefits that matter t... continue reading

About Pro Financial Health

Pro Financial Health works to educate and empower the corporate workforce by providing essential financial resources. Pro Financial Health is a leading provider of employee financial wellness services nationwide. continue reading

About Wellworks For You

Wellworks For You provides wellness services to companies of all sizes, governments, resellers, and individuals throughout the world. Wellworks For You was created as a vehicle to assist employers in designing and implementing a comprehensive wellness program. We recognize that healthy minds and healthy bodies are the catalyst to a successful working environment. Corporate wellness programs have a proven track... continue reading

About Cascade Centers, Inc.

Founded in 1975, Cascade Centers’ mission is to support organizational success and improve quality of lives. We provide comprehensive and leading edge services nationwide, such as: • Employee Assistance Programs (EAP) • Work/Life Balance Programs • Wellness Programs and Coaching • Onsite Health Screenings • Behavioral Health Risk Assessment • Organizational Training and Development • Student A... continue reading

About 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 their financial well-being and become financially stable. Through personalized financial assessments, premier educational resources and one-on-one financia... continue reading

About 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 with the key essentials for getting ahead, including career advisors and connection to a thriving community of like-minded, ambitious people. Whether they�... continue reading

About TrueConnect

TrueConnect helps employees get access to safe, simple and affordable loans that do not require a credit score in the loan application process. TrueConnect is completely free for employers to implement and we offer a small-dollar loan program and a large-dollar loan program depending on employee needs. TrueConnect is employee loans made easy. continue reading

About Virgin Pulse, Inc.

Virgin Pulse is a global health management solution offering a range of platform configurations and supporting services designed to achieve your goals while maintaining your budget: * Engage: A health and wellbeing platform for daily program interaction and long-term healthy habit development, Virgin Pulse Engage supports all areas of wellbeing — physical, mental, financial, and emotional — resulting in a mo... continue reading

About Wellness Coaches

Imagine what it would mean to you and your employees if you could help them ALL live healthier lives. You can, and our onsite coaches will help you achieve this through the caring, genuine, customized, and personal connections they will make with your entire employee population. We believe everyone would like to be and stay as healthy and injury free as possible. We also know that it is not easy for people to... continue reading

About BHS

BHS optimizes organizational performance by empowering individuals to achieve their fullest potential. We are a privately held, 100% women-owned, stand-alone provider of comprehensive well-being solutions that improve the health, productivity and safety of employees and the culture, performance and profitability of organizations. For over 35 years, we have provided well-being support to thousands of corporatio... continue reading

About Brightside

Brightside is the complete solution for employee financial care, built as a technology platform that uses personalized human insight from an expert Financial Assistant, paycheck-enabled financial solutions, and banking services to drive 50%+ engagement (10X legacy solutions) and an NPS of 87, by improving employee financial health, worker productivity, and company ROI. continue reading

About CommonBond

Student loan debt is one of the biggest challenges facing today's workforce - and high-caliber candidates are looking for an employer with solutions. CommonBond For Business puts you ahead of the curve and sets you apart from the competition. CommonBond offers a comprehensive suite of student loan benefits that can help all of your employees with student debt, regardless of income or credit profile. From refinan... continue reading

About Health Advocate

Financial worry is the leading stressor of employees and can have a significant impact on their health and productivity, resulting in increased absenteeism, stress-related illness and medical costs. The Health Advocate Financial Wellness program provides personalized assistance and comprehensive online resources to help ease financial stress and educate employees about the importance of planning so they can redu... continue reading

About HealthCheck360

HealthCheck360 is a corporate wellness and health risk management company focused on reducing medical costs, workers compensation claims, and absenteeism while increasing employee morale and productivity. This is accomplished by identifying present risks with onsite biometric screenings, and a comprehensive Health Risk Assessment, educating the participant with targeted communications, behavior change tools, and... continue reading

About Optum

Optum is a leading health services and innovation company on a mission to improve the lives and well-being of the people we serve. We combine technology, data and clinical expertise to improve the delivery, quality and efficiency of our population health and total wellbeing solutions. We are here to help employees and their families tackle whatever life sends their way and offer consistent, sustainable support a... continue reading

About Origin

We founded Origin based on the belief that financial planning should be accessible to everyone at every stage of life. We provide every employee with unlimited one-on-one financial planning sessions with fiduciary Certified Financial Planners/Certified Public Accountants alongside the Origin platform to help implement those changes. continue reading

About Savology

Savology is a digital financial wellness platform helping employers provide their employees with accessible financial planning and effective financial tools as a benefit. continue reading

About Alyfe Wellbeing Strategies

Integration with a financial wellness program will be coming soon to the Alyfe portal. In the meantime, we do offer challenges and integration with an employer's other financial partners as part of our standard platform. continue reading

About 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 organization whose locally-owned member firms operate under the “EY” name in approximately 150 countries around the world. Ernst & Young LLPs EY Personal Finance... continue reading

About Even Responsible Finance

Our mission is to end the paycheck-to-paycheck cycle More than 50% of Americans live paycheck to paycheck. We’re trying to fix that, by building new financial services that make it easier to make ends meet, pay down debt, and save money. And we’re doing it as a transparent, straightforward business that only profits when our customers do, too. continue reading

About 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 they had access to expert financial coaching to help them improve all aspects of their finances as an additional employee benefit?” As the nation’s l... continue reading

About Gradifi

Gradifi is one of the leading single source solutions for financial wellness benefits, allowing employers to directly help their workforce solve one of one of the biggest financial stressors they face. With Student Loan PayDown, College SaveUp and Gradifi Refi, employers can contribute directly to their employees’ student loans and 529 plans and offer refinancing options from Gradifi’s leading refinance lend... continue reading

About Kashable

Kashable provides socially responsible, low-cost credit to employees of participating employers. The program is a financial wellness employee benefit that enables employees to apply online and take a loan instantly with an automatic repayment over time through payroll deductions. Our goal is to provide reliable and affordable financial security to empower employees to take charge of their health, wealth and well... continue reading

About 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 the confidence they need to make smarter everyday decisions.? LifeCents’ unique approach engages people to transform information into action and leads to... continue reading

About Mentoro

Mentoro is a financial education company providing a turn-key collaborative financial wellness? solution derived from the belief that financial mentors are the last great hope for educating the working population on healthy money habits and positive behavior change. We seek to spread financial literacy in the workplace by providing experienced educators. Mentoro creates custom programs tailored to company need t... continue reading

About Money Starts Here, LLC

All the financial help your employees need in one place. Finally! – Because financially stressed employees cost companies a fortune in lost productivity and extra healthcare expenses, Money Starts Here has been helping employees from all walks of life take control of their financial life since 2009. We are 100% unbiased and dedicated to empowering employees with current up-to-date information, tools, and re... continue reading

About MoneySteps

We operate on three basic values: Personal, Flexible and Trusted. Our associates earn the trust of our customers through forthright communication, by following through on commitments and by providing personal service and guidance, as well as innovative solutions to complex problems. We offer more than basic employee benefits. We educate, engage and empower. That’s how we help people go beyond better health a... continue reading

About Peanut Butter

Peanut Butter? helps employers attract college-educated talent by providing Student Loan Assistance. Our comprehensive digital platform makes it easy for to equip employees with the resources to manage their student loans (e.g., curated guidance, refinancing marketplace, debt counseling, and more) and for companies to contribute to the repayment of employee student loans. continue reading

About 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 workers, nearly half of employees are financially stressed, causing anxiety, depression, and sleepless nights. This leads to less engaged and less productive e... continue reading

About SmartPath

SmartPath was founded in 2010 when Alok Deshpande left his career at Bain & Company to teach personal finance. The venture was a direct response to the financial crisis with the vision of helping middle class families make better financial choices without selling products or being paid commissions. To this day, SmartPath does not generate revenue from financial products. Instead, SmartPath provides the following... continue reading

About Sqwire, LLC

Sqwire is an online financial wellness platform designed to help your employees reclaim ownership of their finances so they can live a more fulfilled, healthy life. Combining comprehensive financial education with live personal support, your employees always have useful information at their fingertips - no matter what financial decisions they are making. Presented in a community environment to encourage authe... continue reading

About US Corporate Wellness, Inc.

US Corporate Wellness is the premier national provider of high engagement, customized employee wellness programs. As the only national firm to combine the URAC Comprehensive Wellness Accreditation with the ICHWC-approved wellness coach training, nobody offers higher levels of credibility. At the same time, our clients benefit from best-in-class levels of service, security and an ability to fully customize the ... continue reading

About Asset Health, Inc.

Asset Health is a health and wellness consulting, management and technology firm. Our core mission is the delivery of improved employee/patient health, wellbeing, and productivity. Established in 2005, following over twenty years of client-centered experience in the successful definition of health culture, benefit plan design and plan administration, Asset Health has grown to understand the requirements of int... continue reading

About Banzai

Personal financial stress is a major contributor to lower productivity, high health-care costs, and increased absenteeism at the enterprise level. In addition, financial education solutions are often out of date, overly strict in their advice, or just plain boring. That is why Banzai creates online financial education solutions that provide real advice for real people when real life happens. Our products are eng... continue reading

About BenefitEd

BenefitEd offers tailored student loan repayment programs and college savings programs to employers looking to build highly competitive, differentiated benefits packages. We offer these programs directly to employers, or through benefits brokers. continue reading

About BrightPlan

BrightPlan is a leader in Total Financial Wellness. BrightPlan offers the first financial wellness solution certified for fiduciary excellence that is real-time, personalized and integrated with employer benefits. BrightPlan delivers Total Financial Wellness through our digital platform and financial advisors. BrightPlan’s Total Financial Wellness solution has four pillars: Learn facilitates employee educatio... continue reading

About Francis Investment Counsel

STAND-ALONE OR PART OF A GREATER WHOLE. MoneyAdvice@Work® implements holistic financial wellness strategies as a stand-alone offering or as a component of an existing wellness benefit. Our strategies encompass focused curriculum on a variety financial planning topics. This group education – held on-site and/or delivered remotely – is enhanced with ongoing, one-on-one, financial coaching and advice. Our appr... continue reading

About Healthy Habits

Healthy Habits is the first-of-its-kind employee benefit program developed to promote a healthier, more productive and financially stable workforce. A healthier workforce and fewer insurance claims can allow for significant savings on employer benefit costs. Through this exclusive membership-based benefits platform, employees can truly address the stress and financial burden of managing their overall health and... continue reading

About HealthyCapital

HealthyCapital utilizes industry-leading actuarial data to motivate individuals to adopt simple physician-approved behavior modifications leading to lower healthcare costs and increased long-term savings. Launched jointly by Healthview Services, one of the leading providers of health care data, and Mercy, named one of the top five large U.S. health systems for the past three years, HealthyCapital shows patients ... continue reading

About Talkspace

As the world evolves, so should our expectations for care. For the last decade, Talkspace has led the telebehavioral health care field, supporting the mental health journey of millions through therapist-led solutions, including therapy, psychiatry, coaching and self-help exercises. We serve industry-leading organizations seeking more accessible, scalable and flexible solutions. Our diverse client list includes t... continue reading

About Tuition.io

Tuition.io is the leading provider of student loan repayment assistance programs and financial wellness tools focused on helping employees manage the cost of higher education. We offer our services in two ways: 1) TIO administers employer-funded student loan contribution plans for their employees and 2) we offer a stand-alone Financial Wellness Platform to help all employees manage the cost of higher education.... continue reading

About Vitality Group

Vitality leverages sophisticated tools to optimize an employer’s investment in health and well-being. We focus on what is proven in changing people’s behavior and improve their health by deploying the right technology, science and analytics, incentives, and expertise in our human capital resources. The program includes a holistic approach of engagement opportunities in wellness components such as physical, f... continue reading

About Wanido

Wanido ("wanna-do") is a workforce well-being platform. We are the only engagement solution focused on helping employees feel valued at work, become healthier, and more financially secure. We believe the key to retention and success is to engage employees while investing in their personal well-being. When employees are happier, healthier, and more financially secure - so is the company's bottom line. Employers ... continue reading

About Alliance Work Partners

Headquartered in Austin, Texas, AWP is the largest freestanding, non-profit EAP in the nation and has been designing customized EAP, Work-Life and Wellness Programs, since 1977. AWP has no financial ties to insurance or treatment and is one of the only EAPs in the USA that has been accredited a Certified Crisis Call Center by the American Association of Suicidology. continue reading

About Ayco, A Goldman Sachs Company

Ayco offers holistic financial counseling services tailored to each stage of a career cycle—from entry-level to c-suite. Our unique approach to comprehensive financial counseling combines benefits and compensation planning with streamlined digital solutions to provide a path to financial wellness for everyone at an organization. Ayco tailors our service for each corporate opportunity. We work closely with a pr... continue reading

About CHC Wellbeing

Through our participant portal, individuals have access to a robust financial wellbeing curriculum, which includes interactive tools and a personalized experience based on where each person is in their financial journey. The catalog of tools includes webinars, access to financial advisors, articles, interactive modules, and more, covering a range of topics such as retirement, saving, college loans and investing... continue reading

About Circle Wellness

Circle Wellness, a member of Circle Health Partners, Inc. is a national administrator and consultant of corporate wellness. With over 25 years of experience, Circle’s team of experts will assist you in creating the perfect wellness program for your company! Circle Wellness offers everything from on-site screenings, HRAs, coaching, one-on-one private consultations, interactive challenges, along with high-qualit... continue reading

About Go365

Since 1961, Humana has built a strong foundation by providing a 360 degree view of health for members. In 1991 we began acquiring assets to expand our health and well-being capabilities, investing over $1 billion in health and wellness solutions. The product of these investments is Go365®, a wellness program with a proactive approach to well-being, currently supporting 5 million members. Go365 helps members un... continue reading

About Grokker

Grokker is the health engagement solution that employees loveproviding them with a personalized toolkit to help them achieve their goals. The patented solution is: • Exclusive, consumer-grade video content covering exercise, mental health, sleep, nutrition, and financial wellbeing • Community-based to connect with experts and encourage employees in a supportive environment • On-demand so a diverse and dis... continue reading

About Sonic Boom Wellness

Sonic Boom provides dozens of financial wellbeing lessons and videos within the "Financial Fitness" course of the Sonic Academy, plus an unlimited number of member-created challenges, featured contests, Challenges-of-the-Day, and customizable communications related to financial wellbeing. This is all included with the core comprehensive Sonic Boom wellness program (no additional cost). continue reading

About Workplace Options

unlimited telephonic guidance from financial professionals continue reading

About LifeDojo

LifeDojo works alongside employers to solve the crisis of under-utilized behavioral health, disease management and wellbeing benefits. With LifeDojo, employers have been able to turn 5% personal health engagement into 50% within 6 months, without the need for incentives or paternalistic hooks. HOW LIFEDOJO WORKS: LifeDojo provides a comprehensive mobile-app, coaching, and behavioral change system that puts th... continue reading

About LifeWorks by Morneau Shepell

LifeWorks helps employers care for and support their employees’ well-being while simultaneously helping their company culture and business results thrive. Our Total Employee Well-being solution achieves this with the help of a beautifully designed app that learns from user interactions while combining HR programs previously only found across stand-alone employee assistance and wellness programs and applicatio... continue reading

About New Ocean Health, LLC

New Ocean is an innovative software design and development company focused on inspiring solutions through a comprehensive, integrated health and well-being platform to motivate and inform the broader, long-term choices people make that lead to better, healthier lives. With a team of relentlessly-driven experts and leadership with unrivaled professional experience and a deep-rooted history of disrupting market... continue reading

About Orriant

Orriant provides all the traditional wellness services like competitions, challenges, newsletters, workshops, biometric screenings, HRA’s, apps, portals, points, incentives and health promotion campaigns. HOWEVER, Orriant is very much aware that those things DON’T CREATE -COMPLEX BEHAVIOR CHANGES. They may create a culture of health, but do we “really” think we are going to accomplish the most difficult... continue reading

About Pack Health

Pack Health is a digital health coaching company that enables people with chronic conditions to access the right care and develop the self-management skills to improve key health outcomes that affect employers’ bottom line. Pack Health engages participants with weekly lessons, coaching calls, and personalized follow-up including: reminders and encouragement, informational videos, resource recommendations, pers... continue reading

About HealthFitness

Our single purpose at HealthFitness is to make people healthier. HealthFitness delivers a complete and personalized wellbeing solution that includes the best of fitness, wellness, and injury prevention and treatment. With over 40 years of experience, we have established a track record of creating effective programs for large and diverse populations nationwide. And, as a subsidiary of Trustmark Companies, we are ... continue reading

About HealthKick

HealthKick is a corporate wellness membership that provides employees with access to over 500 leading consumer health, fitness and wellness brands spanning fitness, nutrition, mental & emotional health, financial wellbeing and personal care, personalized to employees' individual interests and wellness goals. continue reading

About HMC HealthWorks

HMC HealthWorks has over 40 years’ experience as a population healthcare management company. HMC HealthWorks was an early pioneer in adopting behavioral change methodologies and healthcare initiatives that improve overall health status. Because clinical outcomes matter, our stand-alone and blended programs begin with a global and holistic view of a participant’s health that helps them focus on prevention an... continue reading

About HPN WorldWide

HPN Worldwide provides solutions and support for better health, quality of life and well-being. Founded in 1983, we serve those seeking to improve the quality of life for their members. While we provide strong solutions with our standard products, we also know that wellness is far from one-size fits all. We collaborate with our clients to develop custom strategies that will engage and transform their population. continue reading

About Marquee Health

Marquee Health provides clients with an outcomes-driven suite of health and wellness services that support the improvement and maintenance of a healthy lifestyle. continue reading