Investment Advisors

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

Northstar

4.8 (3)
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Company Overview

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
Ernst & Young, LLP

Ernst & Young, LLP

Reviews pending
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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
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Min. Group Size

200 eligible

Lives Serviced

65,000

Average Cost

Average Cost is Locked

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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
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Wellworks For You

Wellworks For You

4.1 (40)
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Min. Group Size

50 eligible

Lives Serviced

65,000

Average Cost

Average Cost is Locked

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RFI questions number is Locked

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Not Provided.

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Not currently available with Wellworks For You. Show More
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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
Origin

Origin

Reviews pending
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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
HealthyCapital

HealthyCapital

Reviews pending
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Founded

2018

Employees

0

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

Reviews pending
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Founded

1986

Employees

0

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

Reviews pending
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Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

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RFI questions number is Locked

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Lock

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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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SmartPath

SmartPath

Reviews pending
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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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Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

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Not Provided.

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Addition Wealth provides employees with access to experienced, credentialed investment advisors who act as fiduciaries—always putting the employee’s best interests first. Our advisors offer unbiased, product-free guidance to help employees make smart, informed... Show More
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Alerus

Alerus

Reviews pending
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Founded

1879

Employees

677

Funding Summary

Not Provided

Clients Your Size Clients Your Size

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About Alerus

With roots tracing back to 1879, Alerus is a diversified financial services company. We provide business and consumer banking products and services, residential mortgage financing, employer-sponsored retirement plans and benefits administration, and wealth management services to clients across the U.S. Alerus Financial banking and wealth management offices are located in Grand Forks and Fargo, ND, the Minneapolis-St. Paul, MN metropolitan area and Scottsdale and Mesa, AZ. Alerus Retirement and Benefits plan administration offices are located in St. Paul, MN, East Lansing, MI, and Littleton, CO.

We focus on helping clients achieve financial wellness by pairing technological tools... Show More
Gordon Oak Financial

Gordon Oak Financial

Reviews pending
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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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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
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GuidedChoice

GuidedChoice

Reviews pending
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Min. Group Size

-

Lives Serviced

-

Average Cost

Average Cost is Locked

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Lock

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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BrightPlan

BrightPlan

Reviews pending
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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
OnSite Health

OnSite Health

Reviews pending
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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
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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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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Cigna

Cigna

Reviews pending
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Founded

1792

Employees

0

Funding Summary

Not Provided

Clients Your Size Clients Your Size

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About 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. Show More

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