Edelman Financial Engines vs ENRICH™ Financial Wellness

Compare and evaluate Edelman Financial Engines vs ENRICH™ Financial Wellness based on data from reviews, publicly available sources, and thousands of searches run on Shortlister’s app sign up for a free account.

Edelman Financial Engines offers Financial Coaching, Financial Education, Personal Investment Advisors to companies with 0 employees. ENRICH™ Financial Wellness offers Financial Coaching, Financial Education to companies with 15,777,888 employees.

The information in these side-by-side comparisons can be used to help your company make the best choice for its employees.

Product Description

Edelman Financial Engines

-

ENRICH™ Financial Wellness

Some individuals who seek financial advice or educational information may prefer verbal interaction, which is why we have incorporated a... Show More

Min. Group Size

Edelman Financial Engines

5,000 eligible

ENRICH™ Financial Wellness

500 eligible

Lives Serviced

Edelman Financial Engines

-

ENRICH™ Financial Wellness

15,777,888

Product Specific Features

Edelman Financial Engines

✓

Financial health assessment

✓

One-on-one financial coaching - In-person

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

✓

Mentor/Coach matching

✓

On-site group workshops

✓

Budget tool

✓

Cashflow tool

✓

Contest and reward management

✓

Benefits management

✓

Accredited financial coaches

✓

Debt management counseling

✓

Courses administration

ENRICH™ Financial Wellness

Features

Edelman Financial Engines

✓

Global Capabilities

ENRICH™ Financial Wellness

✓

Global Capabilities

Not offered

iOS Native Application

Not offered

Android Native Application

✓

Responsive Design

✓

GDPR Compliant

✓

SSAE 18 / SOC Audit(s) Performed

✓

NCQA Accredited / Certified

✓

URAC Accredited

✓

3rd Party Integrations

Official Resources

Edelman Financial Engines

ENRICH™ Financial Wellness

Media

Edelman Financial Engines

ENRICH™ Financial Wellness

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... Show More

ENRICH™ Financial Wellness

The award winning Enrich Financial Wellness platform offers engaging, effective, unbiased online financial education, contained in a highly customizable delivery... Show More

Founded

Edelman Financial Engines

1986

ENRICH™ Financial Wellness

2008

Location

Edelman Financial Engines

Boston, MA

ENRICH™ Financial Wellness

Cardiff-by-the-Sea, CA

Employees

Edelman Financial Engines

ENRICH™ Financial Wellness

50

Funding Summary

Edelman Financial Engines

Not Provided

ENRICH™ Financial Wellness

1.8M Angel Round

Website

Competitors

Edelman Financial Engines

-

Reviews

Edelman Financial Engines

0.0 (0)

ENRICH™ Financial Wellness

4.5 (9)

Star Featured Review

Kevin Barry

October 14, 2021
The Enrich platform and course content are best in class. We recently offered Enrich to our employee base and are... More
Star Featured Review

Erin Moore

October 15, 2019
Enrich is a responsive partner with a solid digital platform offering. Enrich is always open to feedback, which is appreciated.

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