Financial Wellness Programs

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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Product Info

Min. Group Size

25 eligible

Lives Serviced

162,000

Average Cost

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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.
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Min. Group Size

50 eligible

Lives Serviced

1,600,000

Average Cost

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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 employees with a financial plan to guide them... Show More

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Product Info

Min. Group Size

50 eligible

Lives Serviced

1,000,000

Average Cost

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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... Show More

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Product Info

Company Overview

Founded

2017

Employees

Funding Summary

18.4M Series A

Clients Your Size Clients Your Size

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About Summer

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 borrowers reach their financial goals.

Summer is a certified B Corporation.
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Product Info

Company Overview

Founded

2018

Employees

105

Funding Summary

56M Series B

Clients Your Size Clients Your Size

Clients size is Locked

About Origin

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-on-1 access to a Certified Financial Planner through video or in-app chat. After meeting with an Origin planner, employees receive a customized financial roadmap to help them reach their goals. Origin has successfully helped employees pay off debt, save for a house downpayment, plan for a child, and more.

Origin is the...
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Company Overview

Founded

2014

Employees

25

Funding Summary

12M Venture Round

Clients Your Size Clients Your Size

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About Questis

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’s where Questis comes in. Questis is a workforce financial empowerment company that helps businesses become life-changing employers by healing the root causes of their employees' financial stress with people + technology. Founded by a cross-disciplinary team of financial advisors, tech leaders, and business visionaries, Questis makes the value of personalized financial planning accessible to everyone. Show More

Product Info

Min. Group Size

-

Lives Serviced

500,000

Average Cost

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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 coaching. We are... Show More

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Product Info

Min. Group Size

500 eligible

Lives Serviced

15,777,888

Average Cost

Average Cost is Locked

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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 filled with on-demand courses... Show More

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Product Info

Company Overview

Founded

Established in 1992

Employees

70

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

About SmartDollar

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 nationally syndicated radio show with more than 23 million listeners each week across the United States through radio, podcasts, and video. With more than 1,000 team members, Ramsey Solutions’ reach extends into publishing, events, educational curriculum, digital tools, and life-changing content helping people in all walks of life no matter their personal situation.

For over...
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Company Overview

Founded

1978

Employees

369,364

Funding Summary

Angel Round

Clients Your Size Clients Your Size

Clients size is Locked

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 practice has significant experience in designing and implementing financial wellness programs for diverse organizations and employee groups. Since 1978, we have provided these services for approximately 5 million employees in more...
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Company Overview

Founded

1971

Employees

1,628

Funding Summary

Clients Your Size Clients Your Size

Clients size is Locked

About 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 believe companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Learn more at ayco.com.

The Ayco Company, L.P. d/b/a Goldman Sachs Ayco Personal Financial Management.
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Product Info

Company Overview

Founded

2008

Employees

54

Funding Summary

7M Series D

Clients Your Size Clients Your Size

Clients size is Locked

About FinFit

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 all employees, and we believe everyone should have a seat at the table. At FinFit, we’re working to bridge the opportunity gap with equal access to services, products, and solutions to grant your workforce financial stability today, and financial security tomorrow. Show More

Product Info

Company Overview

Founded

2005

Employees

7

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

About LifeCents

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 people to transform information into action and leads to lasting improvements in users’ financial IQ, Habits, and Mindset. Our proprietary AI engine connects people to products, services and partners relevant to their personal financial needs, and the integration of gamification features sustains engagement, helping users take steps–both large and small–towards achieving their financial goals.

Our clients and partners benefit...
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Product Info

Min. Group Size

100 eligible

Lives Serviced

32,000,000

Average Cost

Average Cost is Locked

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Not Provided.

Product Description

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 with... Show More

Company Overview

Product Info

Company Overview

Founded

2011

Employees

4,100

Funding Summary

369.8M None

Clients Your Size Clients Your Size

Clients size is Locked

About SoFi

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, delivering SoFi products as financial wellness benefits to enable their employees’ well-being.
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Product Info

Company Overview

Founded

1999

Employees

100

Funding Summary

Clients Your Size Clients Your Size

Clients size is Locked

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 leading provider of unbiased workplace financial wellness programs, we have changed the lives of over 2.4 million employees by partnering with strategic organizations like Nestle, Viacom, Aetna and the NFL PA...
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Product Info

Min. Group Size

100 eligible

Lives Serviced

20,000

Average Cost

Average Cost is Locked

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Product Features

Not Provided.

Product Description

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 alleviating employee financial stress.... Show More

Company Overview

Product Info

Company Overview

Founded

2007

Employees

75

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

About Navigate Wellbeing Solutions

Navigate is an employee wellbeing technology company helping organizations create more health and happiness in the employees, clients, and communities they serve.

We are a true one-stop shop with the tools and technology that connects people to what matters to them and your organization—from physical and mental wellbeing to career fulfillment.

The Navigate difference is built around your organization, your people, and your values:
A holistic approach to wellbeing programming
Navigate's platform has the tools to incorporate and elevate your existing benefits—and address all areas of wellbeing.

Industry-leading support...
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Product Info

Company Overview

Founded

2010

Employees

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

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 financial points through partner providers. The service includes unlimited access to coaching from advisers and an online community and mobile tips and notifications to support behavior change.

We help employers increase productivity and retention by addressing financial...
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Product Info

Min. Group Size

150 eligible

Lives Serviced

1,000,000

Average Cost

Average Cost is Locked

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RFI questions number is Locked

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Product Features

Not Provided.

Product Description

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... Show More

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Frequently Asked Questions

What is Financial Wellness?

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.

What are Financial Wellness Programs?

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.

Why is Financial Wellness Important?

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.

What are some Examples of Financial Wellness?

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.

Why is Financial Wellness a Must-Have Employee Benefit?

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.

How to set up a Financial Wellness Program for Employees?

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.

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