Investment Advisors
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"I got highly qualified vendors with high match scores in minutes — it would have taken me weeks on my own!"
"I got highly qualified vendors with high match scores in minutes — it would have taken me weeks on my own!"
Investment Advisors
Q1 2023
Q1 February 2023: Winners
List of the top 6 Investment Advisors in Shortlister as of February 2023, presented in the order they appear in the full Vendor Listing tab.
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
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
Forget lengthy questionnaires, elaborate calculators, or impersonal call centers. Your employees want real help with their money from a real person. That’s MoneyAdvice@Work®, brought to life by Francis Investment Counsel. MoneyAdvice@Work® empowers your ... View Full Profile
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... View Full Profile
HealthKick’s wellness benefits platform empowers employers to deliver the most diverse wellness benefits to global populations with a curated ecosystem of over 250 consumer health fitness and wellness brands across every dimension of wellbeing - from fitness... View Full Profile
Northstar is a financial wellness benefit for employees. With leading fintech tools and a team of in-house financial advisors, Northstar helps employees make the most of their total compensation and deliver financial decisions with confidence. Employees ... View Full Profile
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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
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... View Full Profile
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... 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
Wellness Coaches delivers affordable healthcare services that produce exceptional results by combining the power of impactful providers, smart technology and clinical services. Since 2002, we have delivered industry leading outcomes and ROI through ... View Full Profile
Brightside was the idea of the late Shawn Leavitt, an innovator in employer benefits who passed away suddenly in March 2020. Studying the tremendous cost of financial stress, he knew that the data he was seeing on the increased healthcare costs, lost workdays... View Full Profile
Provider of financial wellness platform for companies, associations, unions and governments. We offer educational content, objective financial coaching and third party solutions for individuals to achieve their financial goals and peace of mind... View Full Profile
At HealthCheck360, we turn our passion into your program. We’re leaders in population health management and well-being solutions. Our services are like a choose your own adventure book. Select the options you need to fill gaps in your current benefits or ... View Full Profile
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 ... View Full Profile
Beagle's financial concierge helps employees get peace of mind with their retirement. With Beagle, employees can find their old 401(k)s, discover 401(k) hidden fees, and save thousands with a 401(k) rollover in minutes. Beagle also helps employees unlock ... View Full Profile
Momentum by Edelman Financial EnginesTM is a workplace financial wellness platform that combines industry-leading 401(k) investment advisory capabilities with a dynamic suite of integrated resources – giving employees the momentum they need to accelerate ... View Full Profile
SmartPath’s decade long mission is to make complex financial decision simple, by being an unbiased financial advisor for main street folks. We provide guidance and education without jargon and sales pitches. Today, we provide financial education and ... View Full Profile
Our mission is to improve the health, well-being and peace of mind of those we serve by providing support and being with them every step of the way. Any marketing information on this page is not intended for residents of New Mexico... View Full Profile
Our mission is to provide individuals of all socio-economic backgrounds with the necessary resources to maximize their financial wellbeing. To achieve this, we work with companies to provide their employees with unlimited access to their own certified ... View Full Profile
