Gordon Oak Financial vs ENRICH™ Financial Wellness

Compare and evaluate Gordon Oak Financial 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.

Gordon Oak Financial offers Cash Flow & Budgeting, Personal Investment Advisors to companies with 250 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

Gordon Oak Financial

Review personal cash flow for employees to design custom plan to achieve financial goals, i.e. save for an emergency fund,... Show More

ENRICH™ Financial Wellness

Our Certified Personal Finance Counselors have received extensive training on making sure the individuals they are speaking with obtains the... Show More

Min. Group Size

Gordon Oak Financial

-

ENRICH™ Financial Wellness

500 eligible

Lives Serviced

Gordon Oak Financial

250

ENRICH™ Financial Wellness

15,777,888

Product Specific Features

Gordon Oak Financial

ENRICH™ Financial Wellness

Features

Gordon Oak Financial

✓

Responsive Design

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

Gordon Oak Financial

ENRICH™ Financial Wellness

Media

Gordon Oak Financial

ENRICH™ Financial Wellness

About

Gordon Oak Financial

Our mission is to provide individuals of all socio-economic backgrounds with the necessary resources to maximize their financial wellbeing. To... 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

Gordon Oak Financial

01/2021

ENRICH™ Financial Wellness

2008

Location

Gordon Oak Financial

Plano, TX

ENRICH™ Financial Wellness

Cardiff-by-the-Sea, CA

Employees

Gordon Oak Financial

ENRICH™ Financial Wellness

50

Funding Summary

Gordon Oak Financial

Not Provided

ENRICH™ Financial Wellness

1.8M Angel Round

Website

Competitors

Gordon Oak Financial

-

Reviews

Gordon Oak Financial

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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