INVESTMENT ADVISORS

Financial Fitness Group is a leading provider of cloud-based, independent and unbiased financial education and engagement platform. Our platform has been proven to improve users financial aptitude, behavior, and confidence. FFG was founded in 1998 based on scientific research on how to improve the financial literacy of the citizens of the United States. That research continues to this day and is the driving forc...

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.

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...

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 change. We seek to spread financial literacy in the workplace by providing experienced educators. Mentoro creates custom programs tailored to company need t...

Fitspot delivers on-site and digital workplace wellness programs to companies nationwide. With the ability to scale across multiple locations, engage communities and lower healthcare costs, Fitspot provides next-generation wellness for the modern workforce. Fitspot offers on-site services such as juice bars, fitness classes, and health screenings. Our advanced technology platform tracks metrics and streamline...

HealthCheck360 is a corporate wellness and health risk management company focused on reducing medical costs, workers compensation claims, and absenteeism while increasing employee morale and productivity. This is accomplished by identifying present risks with onsite biometric screenings, and a comprehensive Health Risk Assessment, educating the participant with targeted communications, behavior change tools, and...

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 ...

SmartPath was founded in 2010 when Alok Deshpande left his career at Bain & Company to teach personal finance. The venture was a direct response to the financial crisis with the vision of helping middle class families make better financial choices without selling products. To this day, SmartPath does not affiliate (or generate revenue) from financial products. Instead, SmartPath provides the following: Financi...

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 membership comes with the key essentials for getting ahead, including career advisors and connection to a thriving community of like-minded, ambitious people. Whether they�...

Since 1961, Humana has built a strong foundation by providing a 360 degree view of health for members. In 1991 we began acquiring assets to expand our health and well-being capabilities, investing over billion in health and wellness solutions. The product of these investments is Go365®, a wellness program with a proactive approach to well-being, currently supporting 5 million members. Go365 helps members un...

New Ocean is an innovative software design and development company focused on inspiring solutions through a comprehensive, integrated health and well-being platform to motivate and inform the broader, long-term choices people make that lead to better, healthier lives. With a team of relentlessly-driven experts and leadership with unrivaled professional experience and a deep-rooted history of disrupting market...

HMC HealthWorks has over 40 years’ experience as a population healthcare management company. HMC HealthWorks was an early pioneer in adopting behavioral change methodologies and healthcare initiatives that improve overall health status. Because clinical outcomes matter, our stand-alone and blended programs begin with a global and holistic view of a participant’s health that helps them focus on prevention an...

Magellan Health, Inc., a Fortune 500 company, is a leader in managing the fastest growing, most complex areas of health, including special populations, complete pharmacy benefits and other specialty areas of healthcare. Magellan supports innovative ways of accessing better health through technology, while remaining focused on the critical personal relationships that are necessary to achieve a healthy, vibrant li...

CHP is a full-service health and wellbeing company that helps you build a stronger company by focusing on your most important asset - your people. Our strength is high-touch, hands-on program management with compassionate, onsite health coaching that delivers sustainable risk reduction. The key is providing local experts for each worksite - to implement best practices, coach the client’s wellness team and de...

We are a wellness technology company that offers an enterprise Private Data Platform, which is uniquely designed to simplify the wellness experience for administrators and members by integrating and organizing benefits based on utilization and effectiveness. The platform is modular in design and entirely customizable to each population's characteristics. Built in automation to support any incentive design, with...

Optum is a leading health services and innovation company on a mission to help make the health system work better for everyone. With more than 107,000 people worldwide, Optum combines technology, data and clinical expertise to improve the delivery, quality and efficiency of health care. Optum collaborates with all participants in health care, connecting them with a shared focus on creating a healthier world. Hos...