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 Q1  2024

Q1 March 2024: Winners

Top 6 Investment Advisors

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

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26 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

SoFi

SoFi’s mission is to help people realize their dreams through financial independence. Financial independence doesn’t just mean being rich, it means your money’s working for the life you want to live. SoFi at Work equips employers with a single platform, ... View Full Profile

Employees
4100
Lives Serviced
700,000
Funding
369.8M None
Minimum Group Size
10 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Student Loans
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

HealthKick

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

Employees
10
Lives Serviced
102,500
Funding
4M Angel Round
Minimum Group Size
100 eligible
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Gym Networks
Lifestyle Spending Account
Wellness Platform
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
- - -
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
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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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
- - -
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
4,000
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
- - -
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
Chronic Condition / DM
Benefits Navigation Platform
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
131
Lives Serviced
167,000
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
Short-term Loans
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Cigna

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

Employees
Not Provided
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Top Offerings
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

HealthKick

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

Employees
10
Lives Serviced
102,500
Funding
4M Angel Round
Minimum Group Size
100 eligible
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Gym Networks
Lifestyle Spending Account
Wellness Platform
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

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

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
- - -