Financial Coaching

Your Money Line focuses on personalized financial coaching through a combination of empathetic human guides and AI-powered tools. Employees and their dependents have access to certified financial experts via phone, chat, or email, offering guidance on everything from budgeting to student loans.  

Built by Peter Dunn, a veteran financial educator, Your Money Line offers a no-pressure, no-sales approach to financial wellness, aiming to create more confident and stable financial lives for employees.  

Origin is a modern financial wellness platform that offers unlimited, personalized financial coaching through one-on-one sessions. 

Available via video or in-app chat, Origin's certified financial planners create customized roadmaps to help employees achieve their goals, whether paying off debt, saving for a home, or planning major life events.  

Combining human guidance with a powerful technology platform, Origin allows employees to track spending, automate investments, manage equity, and file taxes – all in one place. Its global availability also makes it ideal for employers who want to offer a uniform and accessible benefit to their international teams. 

Best Money Moves is a mobile-first financial wellness platform that assesses employee financial stress and uses AI to provide tailored content and tools. 

The award-winning Money Coaches are central to its offering, delivering individualized support in budgeting, debt management, credit improvement, housing, and bankruptcy counseling. With over 100,000 sessions conducted annually and availability seven days a week, these expert coaches help employees improve their financial health. 

Best Money Moves is suitable for employers of all sizes. 

LifeCents offers one-on-one coaching sessions in person and virtually. Accredited financial coaches guide employees with tailored advice, while tools like budgeting and cash flow management enhance their learning experience. 

By combining personalized guidance, behavioral change techniques, and motivational engagement, the provider helps employees build confidence in their financial decision-making. 

Employers looking for impactful, long-term financial support for their workforce will find LifeCents an invaluable component of their employee benefits strategy. 

Northstar offers coach matching, virtual one-on-one sessions with accredited coaches, on-site group sessions, and more. These are just part of the provider's comprehensive financial wellness approach, which also includes innovative fintech tools, financial automation, total compensation tools, and more. 

By tailoring advice to unique needs and life stages, Northstar ensures that all employees, regardless of their financial background, receive the guidance they need to maximize their economic well-being and take full advantage of their employer's offerings. 

InvestCloud offers financial coaching through its cutting-edge, no-code digital platform designed for comprehensive financial wellness. Leveraging its scalable and modular technology, InvestCloud provides a suite of digital tools tailored for both financial advisors and their clients.  

Its offerings include a Digital Wealth suite, which enhances client and advisor interactions through advanced trading, portfolio management, and planning solutions.