Investment Advisors

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Investment advisors provide asset aggregation, portfolio management, and investment advice for individuals.

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Rachel B

HR Director

Vendor Banner Investment Advisors Q2  2024

Q2 May 2024: Winners

Top 6 Investment Advisors

List of the top 6 Investment Advisors in Shortlister as of May 2024, presented in the order they appear in the full Vendor Listing tab.

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23 Vendors
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Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
369364
Lives Serviced
2,000,000
Funding
Angel Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Coaching
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Francis Investment Counsel

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 possible. MoneyAdvice@Work... View Full Profile

Employees
22
Lives Serviced
90,000
Funding
Not Provided
Minimum Group Size
75 eligible
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Top Offerings
Financial Coaching
Financial Education
Personal Investment Advisors
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
55
Lives Serviced
150,000
Funding
9.5M Series A
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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... View Full Profile

Employees
Not Provided
Lives Serviced
8,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Education
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.1 (39 reviews)
Full Reviews Breakdown

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... View Full Profile

Employees
90
Lives Serviced
2,100,000
Funding
None
Minimum Group Size
50 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Wellness Platform
Corporate Wellness Consultants
Health Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.8 (3 reviews)
Full Reviews Breakdown

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 ... View Full Profile

Employees
70
Lives Serviced
45,000
Funding
40M Series A
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Employee self-service
GDPR Compliant
Top Offerings
Financial Coaching
Personal Investment Advisors
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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Reviews pending
Full Reviews Breakdown

Neontra

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 connected with prospects using a modern digital platform ... View Full Profile

Employees
15
Lives Serviced
7,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Cash Flow & Budgeting
Financial Education
Well-being Education & Content
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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-... View Full Profile

Employees
105
Lives Serviced
300,000
Funding
56M Series B
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Coaching
Personal Investment Advisors
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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... View Full Profile

Employees
200
Lives Serviced
400,000
Funding
35M Series B
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Coaching
Cash Flow & Budgeting
Personal Investment Advisors
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.4 (29 reviews)
Full Reviews Breakdown

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 ... View Full Profile

Employees
210
Lives Serviced
350,000
Funding
None
Minimum Group Size
50 eligible
Features
3rd Party Integrations
Android Native Application
Dashboard analytics
Top Offerings
Wellness Platform
Clinical Navigation / Care Coordination
Chronic Condition / DM
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Equirus Wealth

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, founders, C-level executives, and non-resident ... View Full Profile

Employees
250
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Android Native Application
GDPR Compliant
Global Capabilities
Top Offerings
Investment Management
Personal Investment Advisors
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.5 (1 reviews)
Full Reviews Breakdown

GoPlan 101

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 their assets, build an investment portfolio, and ... View Full Profile

Employees
Not Provided
Lives Serviced
10,000
Funding
Minimum Group Size
150 eligible
Features
Top Offerings
Financial Coaching
Well-being Education & Content
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
Not Provided
Lives Serviced
53,000
Funding
Not Provided
Minimum Group Size
100 eligible
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Top Offerings
Wellness Platform
Chronic Condition / DM
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
30
Lives Serviced
Not Provided
Funding
4.2M Venture Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Dashboard analytics
Employee self-service
Top Offerings
Financial Education
Financial Coaching
Personal Investment Advisors
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Beagle

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

Employees
10
Lives Serviced
10,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Responsive Design
Third-party integrations
Top Offerings
Financial Education
Short-term Loans
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Global Capabilities
Top Offerings
Financial Coaching
Financial Education
Personal Investment Advisors
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
35
Lives Serviced
500,000
Funding
Not Provided
Minimum Group Size
500 eligible
Features
Android Native Application
iOS Native Application
Responsive Design
Top Offerings
Financial Education
Financial Coaching
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Gordon Oak Financial

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, taxable accounts, 529 plans, etc... View Full Profile

Employees
Not Provided
Lives Serviced
250
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Responsive Design
Top Offerings
Cash Flow & Budgeting
Personal Investment Advisors
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
100
Lives Serviced
9,132
Funding
Not Provided
Minimum Group Size
1 eligible
Features
3rd Party Integrations
Responsive Design
SSAE 18 / SOC Audit(s) Performed
Top Offerings
Primary Care – Employer Health Clinic
Biometric Screenings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
Not Provided
Lives Serviced
12,000,000
Funding
1 Angel Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Employee Assistance Programs
Mindfulness and Meditation
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -