HelloWallet is an award-winning personal financial management platform that democratizes access to financial guidance through unbiased tools to track and improve financial health, as well as providing financial education and insights to users. The platform is accessible via a web browser or native iOS or Android mobile app, and leverages behavioral research to inform friendly and thoughtful engagement strategies. Through HelloWallet, members receive a tailored Financial Wellness Score to better understand the status of their overall financial health. To improve their Score, members aggregate their financial accounts in one place, set up a budget, plan their future with interactive planning tools, and view their benefits information, with unbiased guidance provided every step of the way.
Unlike traditional providers of financial education, we provide dynamic tools to meet an individual where they are, and coach them with smart notifications and other engaging features. Our holistic approach takes into account not just wealth but overall financial health, as evident in the various components of our Financial Wellness Score that we provide to each member: Spend Less Than You Earn, Emergency Savings, Credit Card Balance, Health Coverage, Other Loans Balance, Insurance Coverage, Retirement Savings, and, if they own a home, Home Equity.
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