Investment Advisors

Investment advisors provide asset aggregation, portfolio management, and investment advice for individuals.
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  • Top Vendors (5)
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Ernst & Young, LLP

Ernst & Young, LLP

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Company Overview

Founded

1978

Employees

369,364

Funding Summary

None

Clients Your Size Clients Your Size

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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

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Min. Group Size

200 eligible

Lives Serviced

65,000

Average Cost

Average Cost is Locked

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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
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Wellworks For You

Wellworks For You

4.1 (39)
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Founded

2008-06-01

Employees

115

Funding Summary

None

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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
Northstar

Northstar

4.8 (3)
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Founded

2016

Employees

70

Funding Summary

40M Series A

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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
Origin

Origin

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Founded

2018

Employees

105

Funding Summary

56M Series B

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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

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Company Overview

Founded

2017

Employees

200

Funding Summary

35M Series B

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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)
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Founded

1994

Employees

210

Funding Summary

None

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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
HealthyCapital

HealthyCapital

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Founded

2018

Employees

Funding Summary

Not Provided

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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

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Founded

1986

Employees

Funding Summary

Not Provided

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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
Equirus Wealth

Equirus Wealth

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Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

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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
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GuidedChoice

GuidedChoice

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Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

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Product Features

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3Nickels, The Financial Advisor In Your Pocket®

3Nickels is a pioneering personal finance app that offers a holistic approach to managing your finances. It's not just about budgeting or investing... Show More
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SmartPath

SmartPath

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Founded

04/2010

Employees

35

Funding Summary

Not Provided

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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
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Founded

2021

Employees

30

Funding Summary

4.2M Venture Round

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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
Gordon Oak Financial

Gordon Oak Financial

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Min. Group Size

-

Lives Serviced

250

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

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
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Pro Financial Health

Pro Financial Health

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Founded

2017

Employees

Funding Summary

Not Provided

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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
BrightPlan

BrightPlan

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Company Overview

Founded

2016

Employees

55

Funding Summary

9.5M Series A

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Clients size is Locked

About BrightPlan

With BrightPlan, organizations can offer a seamless, integrated solution that delivers immediate and measurable benefits. Moving beyond the traditional 401(k) plan, this platform creates a truly global solution, offering every employee access to personalized financial wellness resources, no matter where they are located. Show More
Neontra

Neontra

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Min. Group Size

-

Lives Serviced

3,000

Average Cost

Average Cost is Locked

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Product Features

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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
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OnSite Health

OnSite Health

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Founded

2005-05-01

Employees

100

Funding Summary

Not Provided

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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

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Founded

1983-01-01

Employees

Funding Summary

1 Angel Round

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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
GoPlan 101

GoPlan 101

4.5 (1)
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Min. Group Size

150 eligible

Lives Serviced

20,000

Average Cost

Average Cost is Locked

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RFI questions number is Locked

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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
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