Financial Education Services

Financial education services offer an array of digital, telephonic, and/or in-person resources and courses aimed at improving the ‘’financial literacy’’ of the participant.
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LearnLux

LearnLux

4.5 (3)
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Product Info

Min. Group Size

50 eligible

Lives Serviced

1,600,000

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

8 Specific Questions Specific Questions

Lock

Product Features

✓

Financial health assessment

 ✓

Budget tool
✓

Cashflow tool

 ✓

Contest and reward management
Show All Features

Not Provided.

Product Description

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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Candidly

Candidly

Reviews pending
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Company Overview

Founded

2016

Employees

150

Funding Summary

None

Clients Your Size Clients Your Size

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About Candidly

Candidly is an AI-driven student debt and savings optimization platform that addresses the full lifecycle of education expenses and empowers people to make simultaneous progress on paying down student debt and building wealth.

Candidly partners with leading employers, financial services companies serving the workplace like 401(k) and 403(b) recordkeepers, financial institutions, retirement plan advisors and more, to embed its experience anywhere a user works, banks, or experiences financial services. The platform supports flexible integration options including outlink, SSO, widget integration, and APIs that meet partners where they really are in resourcing, technical debt, and product resourcing/roadmap... Show More
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Your Money Line

Your Money Line

4.8 (2)
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Product Info

Min. Group Size

25 eligible

Lives Serviced

162,000

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

8 Specific Questions Specific Questions

Lock

Product Features

✓

Financial health assessment

 ✓

Budget tool
✓

Cashflow tool

 ✓

Contest and reward management
Show All Features

Not Provided.

Product Description

Learn to be a money expert with our library of resources available 24/7

Courses
Access learning paths with custom info for every stage of your financial journey
... Show More
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Financial Knowledge

Financial Knowledge

5.0 (1)
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Product Info

Min. Group Size

-

Lives Serviced

500,000

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

8 Specific Questions Specific Questions

Lock

Product Features

Not Provided.

Product Description

Financial Knowledge has been in business since 1989. We have created a curriculum of over 50 course topics to educate employees in the areas financial management, investing, retirement planning, estate planning, real estate,... 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

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

8 Specific Questions Specific Questions

Lock

Product Features

✓

Financial health assessment

 ✓

Budget tool
✓

Cashflow tool

 ✓

Contest and reward management
Show All Features

Not Provided.

Product Description

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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BrightDime

BrightDime

4.6 (5)
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Company Overview

Founded

2013

Employees

10

Funding Summary

Not Provided

Clients Your Size Clients Your Size

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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
FlexWage

FlexWage

Reviews pending
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Company Overview

Founded

2010

Employees

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

About FlexWage

FlexWage, the leading provider of financial wellness solutions, created and patented early wage access (OnDemand Pay) in 2010. Through its acquisition of Sum180 in 2019, it now combines early wage access with an engaging mobile financial well-being decision support tool that starts where people are, engages through gamified personalization, and delivers actionable next steps and solutions addressing key pain financial points through partner providers. The service includes unlimited access to coaching from advisers and an online community and mobile tips and notifications to support behavior change.

We help employers increase productivity and retention by addressing financial... Show More
Best Money Moves LLC

Best Money Moves LLC

4.6 (14)
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Product Info

Min. Group Size

50 eligible

Lives Serviced

1,000,000

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

8 Specific Questions Specific Questions

Lock

Product Features

✓

Financial health assessment

 ✓

Budget tool
✓

Cashflow tool

 ✓

Contest and reward management
Show All Features

Not Provided.

Product Description

Designed to help employees lower financial stress Best Money Moves uses machine learning and AI to recommend award winning content and tools in an easy to use format. Deep in content and covering... Show More
Company Overview
SoFi

SoFi

Reviews pending
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Product Info

Min. Group Size

500 eligible

Lives Serviced

8,000,000

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

8 Specific Questions Specific Questions

Lock

Product Features

✓

Financial health assessment

 ✓

Budget tool
✓

Cashflow tool

 ✓

Accredited financial coaches
Show All Features

Not Provided.

Product Description

Getting financially skilled takes guidance and time. SoFi at Work is designed to offer employees a comprehensive, holistic platform to better understand, evaluate, and improve their financial well-being. Employees have access to expert... Show More
Company Overview
Northstar

Northstar

4.8 (3)
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Company Overview

Founded

2016

Employees

70

Funding Summary

40M Series A

Clients Your Size Clients Your Size

Clients size is Locked

About Northstar

Northstar is an all-in-one, holistic financial wellness benefit that guides employees through key financial and life decisions, and helps them make the most of their compensation, equity, and benefits. With innovative fintech tools and a team of in-house financial advisors, Northstar supports the entire employee experience as an extension of the HR team, from onboarding through offboarding. With a highly personalized experience, Northstar educates and drives engagement with employees regardless of their income, career experience, or life stage, on all of the rewards an employer offers. Show More
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SmartDollar

SmartDollar

4.5 (17)
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Product Info

Min. Group Size

2 eligible

Lives Serviced

1,100,000

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

8 Specific Questions Specific Questions

Lock

Product Features

✓

Financial health assessment

 ✓

Budget tool
✓

Cashflow tool

 ✓

Accredited financial coaches
Show All Features

Not Provided.

Product Description

We believe that everyone can benefit from financial wellness including those with the highest risk or financial need. We understand that most people know what to do with money; it's the doing that's... Show More
Company Overview
Top Vendor
Ernst & Young, LLP

Ernst & Young, LLP

Reviews pending
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Company Overview

Founded

1978

Employees

369,364

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

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

Reviews pending
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Company Overview

Founded

1971

Employees

1,628

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

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
Financial Finesse

Financial Finesse

4.0 (1)
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Company Overview

Founded

1999

Employees

100

Funding Summary

Clients Your Size Clients Your Size

Clients size is Locked

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
FinFit

FinFit

Reviews pending
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Product Info

Min. Group Size

1,000 eligible

Lives Serviced

1,900,000

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

8 Specific Questions Specific Questions

Lock

Product Features

✓

Financial health assessment

 ✓

Budget tool
✓

Cashflow tool

 ✓

Contest and reward management
Show All Features

Not Provided.

Product Description

FinFit’s premier financial educational portal, Ready University, features a variety of short, engaging lessons focused on key elements of financial well-being that guide employees down the path to financial stability. The interactive courses... Show More
Company Overview
LifeCents

LifeCents

Reviews pending
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Company Overview

Founded

2005

Employees

7

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

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
Canopy

Canopy

4.8 (10)
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Company Overview

Founded

1975

Employees

100

Funding Summary

None

Clients Your Size Clients Your Size

Clients size is Locked

About Canopy

Founded in 1975, Canopy's (formerly Cascade Centers) mission is to support organizational success and improve quality of lives. We provide comprehensive and leading edge services nationwide, such as:

• Employee Assistance Programs (EAP)
• Work/Life Balance Programs
• Wellness Programs and Coaching
• Free Legal Consultations
• Behavioral Health Risk Assessment
• Organizational Training and Development
• Student Assistance Programs
• Free Unlimited Financial Coaching
• Executive Coaching

Canopy’s EAP provides our customers a comprehensive, full service EAP with a focus on customer... Show More
MoneyWellth

MoneyWellth

Reviews pending
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Company Overview

Founded

2019

Employees

32

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

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
WellRight

WellRight

4.2 (39)
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Product Info

Min. Group Size

500 eligible

Lives Serviced

600,000

Average Cost

Average Cost is Locked

33 RFI Questions Get access to vendor answered question RFIs.

RFI questions number is Locked

8 Specific Questions Specific Questions

Lock

Product Features

✓

Contest and reward management

 ✓

Education courses administration
Show All Features

Not Provided.

Product Description

WellRight's University provides digital education around a variety of wellbeing topics. Specific courses related to finance include:

Budgeting Fundamentals: Learn the basics for creating an effective budget
Optimizing Your... Show More
Company Overview
Ascendium

Ascendium

Reviews pending
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Company Overview

Founded

1967

Employees

250

Funding Summary

Not Provided

Clients Your Size Clients Your Size

Clients size is Locked

About Ascendium

With more than 55 years of experience, we’ve earned a reputation of trust through an unmatched knowledge of federal student loan policy, programs, and servicing.

We are Ascendium®, a mission-driven nonprofit that invests over $100 million annually to make education and training beyond high school a reality for more learners. We’re driven by our values, not by profits, to support academic achievement, long-term financial wellness, and student loan repayment success. Our customers include the U S Department of Education, colleges and universities, employers, and financial institutions across the country. We provide student success solutions to improve... Show More

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Frequently Asked Questions

What is Financial Education?

Financial education involves learning about managing money effectively, including budgeting, investing, saving, and understanding credit and debt to make informed financial decisions.

Why is Financial Education Important?

Financial literacy equips employees with the knowledge and skills needed to achieve financial stability, make wise financial choices, and navigate the complexities of the financial world, ultimately contributing to less stress and better economic well-being.

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