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  • 0/5 (0 reviews)

  • Founded 2013
  • Group Sizes Larger than 100
  • Customers Served 20K

About Mentoro

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 that ease monetary stress and equip employees with how to plan for their future. We place an emphasis on supporting our partners by driving positive participant results.

Mentoro specializes in plan leadership and solutions nationwide to plan participants, plan sponsors, advisors, benefit providers and more.

Value Proposition

Mentoro provides a turn-key solution derived from the belief that the worksite is the last great hope for educating individuals on healthy financial habits. High financial stress can have a negative impact on employees and organizations making it difficult to positively transition to retirement. Worksite Financial Wellness is structured to not only assist with participant education, but also to support plan sponsors in their efforts to improve their organization.

It lends benefit companies, third party administrators, retirement plan advisors, and record keepers the competitive advantage for winning and keeping plans through a heightened value proposition to both plan sponsors and plan participants. Our implementation team acts as a partner in reinforcing benefit integration through our digital platform and reporting capabilities and in helping with fiduciary responsibilities, saving time and solidifying client relationships. We enable companies to bolster the financial health and retirement readiness of its individual plan participants, reduce personal finance-related stress that can negatively impact employee productivity, such as excessive personal debt, and to serve as fiduciaries to plan participants by helping employees better understand plan offerings. The end result for companies is increased corporate competitiveness and employee morale, as well as higher employee plan enrollment rates.

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Mentoro Media

Mentoro Offerings

  • Benefits Navigation Platform
    • Workplace Wellness Webinars
    • Corporate Wellness Training Companies
    • Digital Health Content Companies
    • Corporate Wellness Training Seminars
    • Financial Coaching
    • Investment Advisors
    • Corporate Student Loan Programs
  • Financial Wellness Programs
    • Financial Coaching Tools
    • Financial Education
    • Mindfulness at Work
    • Corporate Resilience Program
    • Corporate Fitness Challenges
    • Corporate Challenge Program
    • Incentive Fulfillment Companies

Mentoro Materials

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    Mentoro_One-Pager (1).pdf

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    Mentoro Suite of Services.pdf

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    Sample Workforce Report.pdf

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    Mentoro Standard Solution Samples.png

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    Mentoro Security Overview.pdf

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Mentoro Clients

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