Personal Investment Advisors

Browse and compare 1000's of vetted vendors. Unlock filters and find compatible vendors with a free account.

Get Vendor Match Scores

"I got highly qualified vendors with high match scores in minutes — it would have taken me weeks on my own!"

Rachel B

HR Director

Personal Investment Advisors Q3  2021

Q3 September 2021: Winners

Top 4 Personal Investment Advisors

List of the top 4 Personal Investment Advisors in Shortlister as of September 2021, presented in the order they appear in the full Vendor Listing tab.

Sort by:

Filter Vendors

Average Cost

Available Discounts

Star Rating

  • Reviews pending

Group Size

21 Vendors
Sort by:
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
Not Provided
Lives Serviced
2,000,000
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

SoFi

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 ... View Full Profile

Employees
Not Provided
Lives Serviced
700,000
Funding
369.8M Venture Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Francis Investment Counsel

Forget lengthy questionnaires, elaborate calculators, or impersonal call centers. Your employees want real help with their money from a real person. That’s MoneyAdvice@Work®, brought to life by Francis Investment Counsel. MoneyAdvice@Work® empowers your ... View Full Profile

Employees
Not Provided
Lives Serviced
65,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
iOS native application
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Financial Fitness Group

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 ... View Full Profile

Employees
Not Provided
Lives Serviced
375,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Responsive design
Top Offerings
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 Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.0 (32 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
Not Provided
Lives Serviced
1,250,000
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Wellness Platform
Wellness Program Management
Physician Forms
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

Need Help Narrowing It Down Your Personal Investment Advisors Company?

Add in more criteria and see your match score for every vendor. It only takes a few minutes, just create free account to get started.

Reviews pending
Full Reviews Breakdown

Brightside

Brightside is the brainchild of Shawn Leavitt, former SVP of Global Benefits at Comcast. Shawn calculated that financial stress was costing his business $250M a year driven by a loss of productivity, increased turnover, and higher healthcare costs. In search ... View Full Profile

Employees
Not Provided
Lives Serviced
50,000
Funding
35M Series A
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Origin

Origin was founded on the belief that financial planning should be accessible to everyone at every stage of life. Origin is the first comprehensive employee financial wellness platform for the modern workforce. Its integrated solution helps employees manage ... View Full Profile

Employees
60
Lives Serviced
20,000
Funding
12M Series A
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.3 (26 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
Not Provided
Lives Serviced
350,000
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
Global capabilities
Top Offerings
Wellness Platform
Biometric Screenings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.5 (1 reviews)
Full Reviews Breakdown

GoPlan 101

Provider of financial wellness platform for companies, associations, unions and governments. We offer educational content, objective financial coaching and third party solutions for individuals to achieve their financial goals and peace of mind... View Full Profile

Employees
Not Provided
Lives Serviced
10,000
Funding
0
Minimum Group Size
No Minimum
Features
Top Offerings
Well-being Education & Content
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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... View Full Profile

Employees
Not Provided
Lives Serviced
20,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Responsive design
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

SmartPath

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 ... View Full Profile

Employees
Not Provided
Lives Serviced
25,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Android native application
iOS native application
Responsive design
Top Offerings
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

BrightPlan

BrightPlan is a leader in Total Financial Wellness. BrightPlan offers the first financial wellness solution certified for fiduciary excellence that is real-time, personalized and integrated with employer benefits. BrightPlan delivers Total Financial Wellness ... View Full Profile

Employees
Not Provided
Lives Serviced
Not Provided
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
iOS native application
Top Offerings
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
No Minimum
Features
3rd Party Integrations
Android native application
iOS native application
Top Offerings
Financial Wellness
Wellness Platform
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.6 (16 reviews)
Full Reviews Breakdown

Corporate Health Partners (CHP)

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... View Full Profile

Employees
Not Provided
Lives Serviced
12,000
Funding
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Health Coaching
Wellness Platform
Biometric Screenings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

New Ocean Health, LLC

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, ... View Full Profile

Employees
Not Provided
Lives Serviced
2,250,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
iOS native application
Top Offerings
Wellness Platform
Health Risk Assessment
Health Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

HealthKick

HealthKick is a corporate wellness membership that provides employees with access to over 500 leading consumer health, fitness and wellness brands spanning fitness, nutrition, mental & emotional health, financial wellbeing and personal care, personalized to ... View Full Profile

Employees
11-50
Lives Serviced
102,500
Funding
500K
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global capabilities
Top Offerings
Nutrition
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

Magellan Healthcare

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 ... View Full Profile

Employees
Not Provided
Lives Serviced
13,000,000
Funding
101M Private Equity Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Clinical Care Management
Behavioral Health
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
3.7 (3 reviews)
Full Reviews Breakdown

Sharecare

Sharecare is the digital health solution with high touch coaching and partner programs that allows people to manage all their health in one place. We support the sponsor’s objective to activate individuals in their health and to engage them in the various ... View Full Profile

Employees
2866
Lives Serviced
13,000,000
Funding
70M Venture Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Wellness Platform
Benefits Navigation Platform
Health Risk Assessment
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
0
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android native application
GDPR Compliant
Top Offerings
Behavioral Health
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -