Personal Investment Advisors

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Personal Investment Advisors Q3  2022

Q3 July 2022: Winners

Top 4 Personal Investment Advisors

List of the top 4 Personal Investment Advisors in Shortlister as of July 2022, presented in the order they appear in the full Vendor Listing tab.

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27 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
Not Provided
Lives Serviced
2,000,000
Funding
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Wellness
Financial Coaching
Financial Education
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 provides ... View Full Profile

Employees
3000
Lives Serviced
700,000
Funding
369.8M None
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Student Loans
Financial Wellness
Short-term Loans
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
Financial Coaching
Financial Education
Personal Investment Advisors
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 Education
Financial Wellness
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.1 (37 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
80
Lives Serviced
1,650,000
Funding
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Wellness Platform
Corporate Wellness Consultants
Incentive Fulfillment
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
Not Provided
Lives Serviced
102,500
Funding
4M
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Gym Networks
Behavioral Health Access & Treatment
Nutrition
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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Reviews pending
Full Reviews Breakdown

Brightside

Brightside is a new approach to financial wellness, we call it Financial Care. For employers, it means no more point solutions or complex integrations. For employees, it’s a comprehensive, white-glove, concierge experience that combines care navigation, ... View Full Profile

Employees
150
Lives Serviced
300,000
Funding
35M Series A
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Wellness
Short-term Loans
Cash Flow & Budgeting
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 Education
Financial Coaching
Financial Wellness
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.3 (5 reviews)
Full Reviews Breakdown

Wellness Coaches

Wellness Coaches delivers affordable healthcare services that produce exceptional results by combining the power of human interaction, technology and data analytics solutions. Since 2002, we have delivered industry leading outcomes and ROI through ... View Full Profile

Employees
200
Lives Serviced
250,000
Funding
Private Equity Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Health Coaching
Wellness Platform
Diabetes
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.3 (28 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
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Wellness Platform
Biometric Screenings
Chronic Condition / DM
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
120,000
Funding
56M Series B
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Wellness
Financial Coaching
Personal Investment Advisors
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
GDPR Compliant
Top Offerings
Financial Education
Cash Flow & Budgeting
Personal Investment Advisors
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
Minimum Group Size
No Minimum
Features
Top Offerings
Financial Coaching
Well-being Education & Content
Cash Flow & Budgeting
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 Wellness
Financial Education
Short-term Loans
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
- - -
Reviews pending
Full Reviews Breakdown

Gordon Oak Financial

Our mission is to provide individuals of all socio-economic backgrounds with the necessary resources to maximize their financial wellbeing. To achieve this, we work with companies to provide their employees with unlimited access to their own certified ... View Full Profile

Employees
Not Provided
Lives Serviced
250
Funding
Not Provided
Minimum Group Size
No Minimum
Features
Responsive Design
Top Offerings
Financial Wellness
Cash Flow & Budgeting
Personal Investment Advisors
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
Chronic Condition / DM
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
No Minimum
Features
Android Native Application
iOS Native Application
Responsive Design
Top Offerings
Financial Wellness
Financial Coaching
Student Loans
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.5 (2 reviews)
Full Reviews Breakdown

Magellan Healthcare

Magellan Healthcare, Inc. is a national behavioral and specialty health company and a wholly owned subsidiary of Magellan Health, Inc., which is owned by Centene Corporation, a publicly traded Fortune 25 company (New York Stock Exchange: CNC). Headquartered in... 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
Employee Assistance Programs
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
3279
Lives Serviced
13,000,000
Funding
425M Post-IPO Equity
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
- - -