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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My Secure Advantage®

My Secure Advantage®

4.0 (6)
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Min. Group Size

100 eligible

Lives Serviced

32,000,000

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MSA (My Secure Advantage) is passionately committed to eradicating financial stress in the workplace. For 40 years, we’ve helped over a million people at all income levels gain financial confidence through expert Money... Show More
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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

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We offer Best Money Moves Pro to small businesses that need help accessing and building business credit, and managing back office operations efficiently and cost-effectively. Show More
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SoFi

SoFi

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Min. Group Size

500 eligible

Lives Serviced

8,000,000

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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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SmartDollar

SmartDollar

4.5 (17)
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Min. Group Size

2 eligible

Lives Serviced

1,100,000

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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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LifeCents

LifeCents

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Company Overview

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
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Ernst & Young, LLP

Ernst & Young, LLP

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Founded

1978

Employees

369,364

Funding Summary

None

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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

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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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Financial Finesse

Financial Finesse

4.0 (1)
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Founded

1999

Employees

100

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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
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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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Your Money Line

Your Money Line

4.8 (2)
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Min. Group Size

25 eligible

Lives Serviced

162,000

Average Cost

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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
Wellworks For You

Wellworks For You

4.1 (39)
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Company Overview

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
Pack Health

Pack Health

4.5 (1)
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Founded

2014

Employees

200

Funding Summary

None

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About Pack Health

Pack Health, A Quest Diagnostics Company, is a patient engagement platform that changes health behaviors to close gaps in care and improve outcomes. Pack Health provides one-to-one support for 30 chronic conditions and comorbidities.

Pack Health engages members with weekly lessons, coaching calls, and personalized follow-ups including: reminders and encouragement, informational videos, resource recommendations, personalized action plans, and care coordination services. Follow-up is delivered via text and email, according to the member’s communication preferences. Members opt-in to work one-on-one with a Health Advisor, online and over the phone, to overcome barriers, address social determinants of health... Show More
Circle Wellness

Circle Wellness

4.3 (1)
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Min. Group Size

10 eligible

Lives Serviced

30,000

Average Cost

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Wellview, Inc.

Wellview, Inc.

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Founded

2013

Employees

Funding Summary

None

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About Wellview, Inc.

Working with benefits consultants and mid-market employers, Wellview provides a human-led, digital health platform designed to inspire 9x industry health activation, empower exceptional care experiences, and create >7% cost savings for employers. Show More
BrightDime

BrightDime

4.6 (5)
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Founded

2013

Employees

10

Funding Summary

Not Provided

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About BrightDime

BrightDime is a top-to-bottom financial wellness solution for companies of all sizes and industries. We provide the best user experience in the market by focusing on personalized engagement and unlimited financial coaching. We take a long term approach to financial wellness; prioritizing user engagement and trust as keys to our success. We are a trusted resource, a comprehensive and personalized digital tool, and a team of unbiased financial coaches with no hidden agenda.

In 2023, we introduced Essentials – BrightDime’s new low-cost and complete financial wellness program. BrightDime envisions a world where financial wellness is an... Show More
DailyPay, Inc.

DailyPay, Inc.

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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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Ditch

Ditch

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Min. Group Size

50 eligible

Lives Serviced

6,000

Average Cost

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Ditch’s budgeting tool recommends personalized budgets, tracks spending automatically, and compares progress against historical trends. It delivers proactive nudges to guide smarter financial decisions, helping users stay on track and improve their financial... Show More
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