Business Budgeting Software

Cash flow & budgeting tools help an individual track and manage finances, assist with budgeting and develop a financial plan.
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LearnLux

LearnLux

4.5 (3)
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Min. Group Size

50 eligible

Lives Serviced

1,600,000

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LearnLux is the trusted workplace financial wellbeing provider that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner™️ professionals for US and Global workforces. LearnLux's award-winning program equips employees... Show More
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ENRICH™ Financial Wellness

ENRICH™ Financial Wellness

4.5 (9)
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Min. Group Size

500 eligible

Lives Serviced

15,777,888

Average Cost

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Our Certified Personal Finance Counselors have received extensive training on making sure the individuals they are speaking with obtains the support they need and are supplied with the proper tools to follow through... Show More
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SmartDollar

SmartDollar

4.4 (11)
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Min. Group Size

2 eligible

Lives Serviced

-

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Our core financial wellness lessons cover our step-by-step plan, budgeting, and other key topics like saving, debt, investing, planning for large purchases, insurance, college and retirement planning. In addition to our core lessons,... Show More
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Ernst & Young, LLP

Ernst & Young, LLP

Reviews pending
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Company Overview

Founded

1978

Employees

369,364

Funding Summary

None

Clients Your Size Clients Your Size

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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
Goldman Sachs Ayco

Goldman Sachs Ayco

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Founded

1971

Employees

1,628

Funding Summary

None

Clients Your Size Clients Your Size

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About Goldman Sachs Ayco

Goldman Sachs Ayco Personal Financial Management provides company-sponsored financial planning to employees across Corporate America. Our advisors educate and guide implementation across a broad range of financial topics, including employee benefits. We believe companies best serve their stakeholders and the greater economy when their employees’ financial lives are clear, understood and in their control. Learn more at ayco.com.

The Ayco Company, L.P. d/b/a Goldman Sachs Ayco Personal Financial Management. Show More
FinFit

FinFit

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Min. Group Size

1,000 eligible

Lives Serviced

1,900,000

Average Cost

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Financial Coaching is included free of charge for all FinFit members. Our team of certified financial counselors are on call to provide live, one-on-one coaching with unbiased, personal recommendations and professional guidance. Whether... Show More
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LifeCents

LifeCents

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Founded

2005

Employees

7

Funding Summary

None

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About LifeCents

LifeCents is an award winning B2B financial wellness platform designed to help people live happier and healthier financial lives. We know that when consumers are financially secure, businesses and communities thrive.

LifeCents’ unique approach engages people to transform information into action and leads to lasting improvements in users’ financial IQ, Habits, and Mindset. Our proprietary AI engine connects people to products, services and partners relevant to their personal financial needs, and the integration of gamification features sustains engagement, helping users take steps–both large and small–towards achieving their financial goals.

Our clients and partners benefit... Show More
My Secure Advantage

My Secure Advantage

4.0 (6)
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Min. Group Size

100 eligible

Lives Serviced

32,000,000

Average Cost

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Empowering employees to take charge of their financial future, MSA (My Secure Advantage) is on a mission to transform financial stress in the workplace, one employee at a time. Our holistic financial well-being... Show More
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SoFi

SoFi

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Min. Group Size

500 eligible

Lives Serviced

8,000,000

Average Cost

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Learning to manage money well is one of the most important things anyone in today’s world can do. And the SoFi at Work Portal offers employees a great path toward achieving financial well-being.... Show More
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Financial Finesse

Financial Finesse

4.0 (1)
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Founded

1999

Employees

100

Funding Summary

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About Financial Finesse

Financial Finesse was started to answer the question, “What if financial education could be provided free of any conflicts of interest, by an entirely independent firm with no financial products or services to sell? How much better off would employees be if they had access to expert financial coaching to help them improve all aspects of their finances as an additional employee benefit?”

As the nation’s leading provider of unbiased workplace financial wellness programs, we have changed the lives of over 2.4 million employees by partnering with strategic organizations like Nestle, Viacom, Aetna and the NFL PA... Show More
Best Money Moves LLC

Best Money Moves LLC

4.6 (14)
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Min. Group Size

50 eligible

Lives Serviced

1,000,000

Average Cost

Average Cost is Locked

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We offer a strong budgeting module that is easy-to-use and understand and fast the implement. In 2022, we will offer users a way to connect electronically with their own bank accounts and credit... Show More
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Edukate

Edukate

Reviews pending
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Founded

2013

Employees

Funding Summary

Not Provided

Clients Your Size Clients Your Size

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About Edukate

Edukate is no longer in business

Edukate is a financial benefits platform that creates a confident, productive and engaged workforce by empowering employees with personalized financial benefits and guidance.

We believe the best wellness benefits focus on employees as individuals, engaging them how they choose to be engaged, providing guidance for challenges they are currently facing, and connecting them with the employer benefits that matter to them most— all while cultivating a culture of positive financial awareness.
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Your Money Line

Your Money Line

4.8 (2)
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Product Info

Min. Group Size

25 eligible

Lives Serviced

162,000

Average Cost

Average Cost is Locked

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Budgeting tools: We provide an ideal budget tool to see exactly what you spend monthly on all categories and clearly showing how your spending stacks up against the Ideal Budget percentages.
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MoneyWellth

MoneyWellth

Reviews pending
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Company Overview

Founded

2019

Employees

32

Funding Summary

Not Provided

Clients Your Size Clients Your Size

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About MoneyWellth

MoneyWellth provides personalized financial literacy, trackers, tools, lessons, and resources to help participants confidently navigate their household finances and gain control over their financial future. Participants can browse through recommendations, track their progress budgeting, paying down debt, building savings, and saving for retirement. Participants engage in topics and view lessons that fit their needs at their own pace. From budgeting basics to building an investment portfolio, MoneyWellth provides resources and guidance for each step of the way.
Core platform features include:
Financial assessment – our four-part survey provides customized content and resources.
Step-by-step plan – participants... Show More
Bravo

Bravo

3.9 (22)
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Company Overview

Founded

2008

Employees

104

Funding Summary

22M Series A

Clients Your Size Clients Your Size

Clients size is Locked

About Bravo

After a diligent review of the long-term financial investment of owning a wellness company vs. outsourcing the services, Medical Mutual, Bravo’s parent company, has made the difficult decision to shift to an outsourced wellness model and divest Bravo over the course of 2025. The market has grown to a place where a handful of vendors have market share and the capital to drive aggressive pricing models with expanded service/product lines.

As a result, Bravo will be sunsetting services across our book of business in 2025 offering run-out windows for programs, but they are not implementing new... Show More
Wellworks For You

Wellworks For You

4.1 (39)
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Founded

2008-06-01

Employees

115

Funding Summary

None

Clients Your Size Clients Your Size

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About 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. We recognize that healthy minds and healthy bodies are the catalyst to a successful working environment.

Corporate wellness programs have a proven track record of Return on Investment (ROI). The pitfall of many programs is that they are still one-dimensional, not personalized, and passive with minimal participation. The Wellworks For You Program commits to a strong focus... Show More
Burnalong

Burnalong

4.4 (8)
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Company Overview

Founded

04/2016

Employees

500

Funding Summary

7M Venture Round

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About Burnalong

Burnalong is a premier digital health and wellbeing solution that provides live, on demand, and in-person health and wellbeing classes. The platform focuses on and programming representative of the diversity and varying needs of employee populations and their families. We work with 100s of clients from all sizes and industries.

We differ from competitors because of our diversity of content, inclusive tools, local instructors, personalization, and social support.

Key features include:
Choice, Diversity, Inclusion, & Locality: With 50,000+ live and on-demand classes taught by 7,500+ credentialed, local instructors in 60+ wellness categories—including fitness,... Show More
DailyPay, Inc.

DailyPay, Inc.

Reviews pending
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Product Info

Min. Group Size

400 eligible

Lives Serviced

5,088,000

Average Cost

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Employees can securely view and track their earnings as they work throughout the week, helping them plan for upcoming expenses and determine if they need to pick up additional shifts. Employees can opt-in... Show More
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Perspectives Ltd

Perspectives Ltd

4.5 (2)
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Company Overview

Founded

1981-12-01

Employees

66

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

About Perspectives Ltd

A national firm, based in Chicago with over 40 years of experience. We provide highly visible Mental Health and WorkLife Concierge services that drive the well-being of your employees and organization.

We provide:
• A Broad Network: Vetted providers that allow for scheduling appointments in days, not weeks or months.
• Accessibility: Access services and resources anywhere, anytime by phone, text, chat, email, website, or mobile app with a Masters-Level Counselor.
• Expert Support: A dedicated Account Manager who can connect you to highly credentialed and experienced counselors, consultants, coaches, and trainers.
... Show More
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Questis

Questis

5.0 (1)
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Company Overview

Founded

2014

Employees

25

Funding Summary

12M Venture Round

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About Questis

Financially stressed people need more than an article or two to read. They need a real person to guide them with financial expertise, strong personal connections and consistent, compassionate support for working through their concerns and frustrations. That’s where Questis comes in. Questis is a workforce financial empowerment company that helps businesses become life-changing employers by healing the root causes of their employees' financial stress with people + technology. Founded by a cross-disciplinary team of financial advisors, tech leaders, and business visionaries, Questis makes the value of personalized financial planning accessible to everyone. Show More

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