Investment Advisors

Investment advisors provide asset aggregation, portfolio management, and investment advice for individuals.
  • All Vendors (22)
  • Top Vendors (5)
Sort by:
Sponsored sort by
Top Vendor
Ernst & Young, LLP

Ernst & Young, LLP

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info
Company Overview

Founded

1978

Employees

369,364

Funding Summary

None

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... Show More
Francis LLC

Francis LLC

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info

Min. Group Size

75 eligible

Lives Serviced

65,000

Average Cost

Average Cost is Locked

0 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

0 Specific Questions Specific Questions

Lock

Product Features

Not Provided.

Product Description

BACKED BY DECADES OF EXPERIENCE. MoneyAdvice@Work® is brought to life by Francis Investment Counsel, whose roots as a retirement plan advisor translate to decades of experience helping organizations build the best retirement plans... Show More
Company Overview
Northstar

Northstar

4.8 (3)
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info
Company Overview

Founded

2016

Employees

70

Funding Summary

40M Series A

Clients Your Size Clients Your Size

Clients size is Locked

About Northstar

Northstar is an all-in-one, holistic financial wellness benefit that guides employees through key financial and life decisions, and helps them make the most of their compensation, equity, and benefits. With innovative fintech tools and a team of in-house financial advisors, Northstar supports the entire employee experience as an extension of the HR team, from onboarding through offboarding. With a highly personalized experience, Northstar educates and drives engagement with employees regardless of their income, career experience, or life stage, on all of the rewards an employer offers. Show More
Wellworks For You

Wellworks For You

4.1 (39)
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info
Company Overview

Founded

2008-06-01

Employees

90

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

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 record of Return on Investment (ROI). The pitfall of many programs is that they are still one-dimensional, not personalized, and passive with minimal participation. The Wellworks For You Program commits to a strong focus... Show More
Origin

Origin

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
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... Show More
Brightside

Brightside

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info
Company Overview

Founded

2017

Employees

200

Funding Summary

35M Series B

Clients Your Size Clients Your Size

Clients size is Locked

About Brightside

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, and lost productivity driven by financial stress was just part of the story. He knew from his own experiences the personal stories that were behind that data. Today, we are carrying on Shawn’s vision by partnering with innovative employers to give families the financial care they need. Show More
HealthCheck360

HealthCheck360

4.4 (29)
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info
Company Overview

Founded

1994

Employees

210

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

About HealthCheck360

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 create a comprehensive program to fit your organization’s unique culture. We can even work with your brokers, third party administrator, insurance companies or other benefit provider for a complete integration of services. Show More
Equirus Wealth

Equirus Wealth

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info

Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

0 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

0 Specific Questions Specific Questions

Lock

Product Features

Not Provided.

Product Description

We understand the unique challenges and opportunities that come with managing significant wealth.

Our hi-touch approach to client relationships is designed to cater to the specific needs of business owners,... Show More
Company Overview
HealthyCapital

HealthyCapital

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info
Company Overview

Founded

2018

Employees

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

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 how getting healthy is not only good for the body, but also for the bank account (and ultimately, their retirement). Show More
Edelman Financial Engines

Edelman Financial Engines

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info
Company Overview

Founded

1986

Employees

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

About Edelman Financial Engines

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 their financial confidence, moment by moment. Featuring a broad range of digital tools and education materials, targeted communication strategies and access to one-on-one counseling and planning, Momentum guides employees from the
time they onboard at a new company all the way to retirement, with a focus in four critical areas:

1. Online advice and managed account services for 401(k) investments3
2.... Show More
SmartPath

SmartPath

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info
Company Overview

Founded

04/2010

Employees

35

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

About SmartPath

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 personal financial coaching as an employee benefit to over half a million employees. Employees engage with our certified coaches through live weekly workshops and 1:1 coaching sessions, provided 7 days a week. Employees engage with our platform by using financial planning tools, quizzes, short videos and plain language articles.

Organizations like Home Depot, Emory School of Medicine,... Show More
Addition Wealth

Addition Wealth

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info
Company Overview

Founded

2021

Employees

30

Funding Summary

4.2M Venture Round

Clients Your Size Clients Your Size

Clients size is Locked

About Addition Wealth

Addition Wealth is a holistic financial wellness platform that empowers employees to make smart, informed financial decisions. By taking a tech-forward approach that combines digital tools, community events, expert content, and access to financial professionals, Addition helps employees navigate personal finance decisions with confidence.

Whether an employee is planning for retirement, buying a home, paying off debt, or making decisions about equity compensation, Addition is there to support them. Addition partners with forward-thinking employers to help employees make the most of their money. Each benefits program is tailored to the specific company and the platform is... Show More
BrightPlan

BrightPlan

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info
Company Overview

Founded

2016

Employees

55

Funding Summary

9.5M Series A

Clients Your Size Clients Your Size

Clients size is Locked

About BrightPlan

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 engage talent. Its unique combination of a digital platform and financial planners enables employers to deploy at scale while delivering personalization for employees. BrightPlan is the first financial wellness solution certified for fiduciary excellence by the Center for Fiduciary Excellence (CEFEX). For more, visit brightplan.com. Show More
Gordon Oak Financial

Gordon Oak Financial

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info

Min. Group Size

-

Lives Serviced

250

Average Cost

Average Cost is Locked

0 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

0 Specific Questions Specific Questions

Lock

Product Features

Not Provided.

Product Description

Provide investment education, strategy, and portfolio risk analysis for employees investment portfolio as it relates to company retirement accounts (401k, SEP IRA, etc.) as well as external accounts such as IRAs, Roth IRAs,... Show More
Company Overview
Pro Financial Health

Pro Financial Health

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info
Company Overview

Founded

2017

Employees

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

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. Show More
GoPlan 101

GoPlan 101

4.5 (1)
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info

Min. Group Size

150 eligible

Lives Serviced

20,000

Average Cost

Average Cost is Locked

0 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

0 Specific Questions Specific Questions

Lock

Product Features

Not Provided.

Product Description

GoPlan 101 can refer members to a qualified financial advisor who can help build wealth and prepare for the future through long-term financial planning. Advisors usually work with clients who want to manage... Show More
Company Overview
Neontra

Neontra

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info

Min. Group Size

-

Lives Serviced

3,000

Average Cost

Average Cost is Locked

0 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

0 Specific Questions Specific Questions

Lock

Product Features

Not Provided.

Product Description

A New Technology Platform for Investment Advisors and Financial Planners

Neontra provides a fully managed service to help you engage with both prospects and clients. Deepen client engagement, and stay... Show More
Company Overview
OnSite Health

OnSite Health

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info
Company Overview

Founded

2005-05-01

Employees

100

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

About OnSite Health

Since 2005, OnSite Health has been the on-site health care provider of choice for nearly 200 employers from all categories of industry to enable and maintain a healthier and more productive workforce, mitigate costly insurance claims, aid in early disease detection, chronic disease management, and reduce expenses related to ER and private doctor visits, lab services and medications. We are passionate about what we do, having helped make life saving changes in the lives of thousands. Show More
ACI Specialty Benefits

ACI Specialty Benefits

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info
Company Overview

Founded

1983-01-01

Employees

Funding Summary

1 Angel Round

Clients Your Size Clients Your Size

Clients size is Locked

About ACI Specialty Benefits

ACI Specialty Benefits is your partner for the new workforce, and offers best-in-class Employee Assistance Program (EAP) solutions designed to improve employee engagement, retention and performance. ACI's EAP is known for its 24/7/365 access, HIPAA-compliant video chat and text therapy, myACI Benefits mobile app, modern marketing and high utilization rates. With nearly 40 years of experience as a Top Ten EAP, ACI goes above and beyond standard benefit offerings and proactively partners with each client to ensure the EAP aligns with internal goals and can seamlessly integrate with existing benefit programs.

ACI Specialty Benefits supports more... Show More
Cyno

Cyno

Reviews pending
Visit Profile
Send icon Get a Quote View Profile
Select Vendor to Compare
Product Info
Company Overview

Founded

2017

Employees

20

Funding Summary

2.3M Seed Round

Clients Your Size Clients Your Size

Clients size is Locked

About Cyno

Cyno is an Employee Health & Performance Marketplace that connects your people with the experts they need to grow personally and professionally. We give employees the ability to easily browse and book with our comprehensive network of health & performance experts.

Cyno ensures your people can access whatever support they need, all in one place. On-demand content, daily group classes and 1-on-1 consultations available for any type of support: mental health, physical health, nutrition, personal development, professional development, financial health, social support, and more! Show More

Select up to 3 Vendors to Compare

×