Francis LLC vs ENRICH™ Financial Wellness

Compare and evaluate Francis LLC 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.

Francis LLC offers Financial Coaching, Financial Education, Personal Investment Advisors to companies with 90,000 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

Francis LLC

REAL HELP FROM A REAL PERSON. That’s MoneyAdvice@Work®. Our team of Money Advisors meet personally with MoneyAdvice@Work® users, whether on-site... Show More

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

Francis LLC

200 eligible

ENRICH™ Financial Wellness

500 eligible

Lives Serviced

Francis LLC

65,000

ENRICH™ Financial Wellness

15,777,888

Product Specific Features

Francis LLC

✓

Financial health assessment

✓

One-on-one financial coaching - In-person

✓

Goal setting and tracking

✓

One-on-one financial coaching - virtual

Not offered

Mentor/Coach matching

✓

On-site group workshops

✓

Budget tool

Not offered

Cashflow tool

Not offered

Contest and reward management

Not offered

Benefits management

✓

Accredited financial coaches

Not offered

Debt management counseling

Not offered

Courses administration

ENRICH™ Financial Wellness

Features

Francis LLC

Not offered

Global Capabilities

✓

iOS Native Application

✓

Android Native Application

✓

Responsive Design

✓

3rd Party Integrations

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

Francis LLC

ENRICH™ Financial Wellness

Media

Francis LLC

ENRICH™ Financial Wellness

About

Francis LLC

Forget lengthy questionnaires, elaborate calculators, or impersonal call centers. Your employees want real help with their money from a real... 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

Francis LLC

2004

ENRICH™ Financial Wellness

2008

Location

Francis LLC

Brookfield, Wisconsin

ENRICH™ Financial Wellness

Cardiff-by-the-Sea, CA

Employees

Francis LLC

22

ENRICH™ Financial Wellness

50

Funding Summary

Francis LLC

Not Provided

ENRICH™ Financial Wellness

1.8M Angel Round

Website

Competitors

Francis LLC

-

Reviews

Francis LLC

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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