Financial wellness programs are services or initiatives designed to help individuals improve their financial health and manage their money more effectively.
Your Money Line is an employee benefit which provides quick, yet thorough answers to employees’ most personal financial questions. Your Money Line solves and prevents financial problems employers don’t know exist within their workforce before it’s too late. Show More
Company Overview
Founded
2017
Employees
27
Funding Summary
2.8M Seed Round
Clients Your Size
About Your Money Line
Your Money Line is the employee financial wellness benefit offering unlimited 1:1 human money coaching, world-class education, and AI-powered software—so your people (and their dependents) live worry-free financial lives.
Your Money Line provides quick, yet thorough answers to employees’ most personal financial questions and prevents financial problems employers don’t know exist within their workforce before it’s too late.
We're trusted by hundreds of companies, and hundreds of thousands of households. Show More
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 with a financial plan to guide them... Show More
Company Overview
Founded
2015
Employees
250
Funding Summary
14.9M Series A
Clients Your Size
About LearnLux
LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital guidance with Certified Financial Planner™️ professionals. Their award-winning program equips employees with a financial plan to guide them through decision points like budgeting, paying down debt, electing benefits, understanding stock options, starting a family, buying a home, saving for retirement, and more. For employers, setup is a breeze with white-glove customer support that drives adoption and engagement. Advanced reporting keeps HR teams in the know, and employers see results like reduction in financial stress, increased productivity, reduced employee turnover, greater use of pretax products, on-time retirement, and... Show More
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 15 different financial stress categories Best Money... Show More
Company Overview
Founded
2016
Employees
20
Funding Summary
750K Seed Round
Clients Your Size
About Best Money Moves LLC
Best Money Moves is a mobile-first financial wellness program that combines technology, information, tools and live money coaching to help employees measure their level of financial stress in 15 categories, and then sends relevant information and tools to help them reduce that stress. An ongoing engagement strategy keeps usage well above EAP rates.
Employees use the program’s point-based rewards system, which assigns point values to every action possible: setting up income and expenses inside the budget tool, reading articles, measuring stress, etc. All of these items, plus the leaderboard, are seen on the Employee Dashboard. Show More
Necessary vendor information still needs to be provided.
Company Overview
Founded
2017
Employees
Funding Summary
18.4M Series A
Clients Your Size
About Summer
Summer partners with organizations to help their populations navigate and reduce student loan debt with proven technologies, policy expertise, and a human touch. Founded in 2017, Summer offers industry-leading tools like digital PSLF enrollment to help all borrowers reach their financial goals.
Necessary vendor information still needs to be provided.
Company Overview
Founded
2018
Employees
105
Funding Summary
56M Series B
Clients Your Size
About Origin
Origin is the modern financial wellness benefit for your workforce.
HR and People teams use Origin to help employees get more from their paycheck, make informed decisions about benefits, and feel secure in their financial future.
Origin offers unlimited, 1-on-1 access to a Certified Financial Planner through video or in-app chat. After meeting with an Origin planner, employees receive a customized financial roadmap to help them reach their goals. Origin has successfully helped employees pay off debt, save for a house downpayment, plan for a child, and more.
Necessary vendor information still needs to be provided.
Company Overview
Founded
2014
Employees
25
Funding Summary
12M Venture Round
Clients Your Size
About Questis
Financially stressed people need more than an article or two to read. They need a real person to guide them with financial expertise, strong personal connections and consistent, compassionate support for working through their concerns and frustrations. That’s where Questis comes in. Questis is a workforce financial empowerment company that helps businesses become life-changing employers by healing the root causes of their employees' financial stress with people + technology. Founded by a cross-disciplinary team of financial advisors, tech leaders, and business visionaries, Questis makes the value of personalized financial planning accessible to everyone. Show More
Financial wellness truly starts with education. Our programs help empower employees with the knowledge and skills needed to manage their personal finances with confidence. We do this through live and onsite group courses, on-demand courses, and financial coaching. We are... Show More
Company Overview
Founded
1989
Employees
14
Funding Summary
None
Clients Your Size
About Financial Knowledge
Founded in 1989, Financial Knowledge Network, LLC is an accredited provider of conflict-free financial education for the workplace. Our comprehensive course curriculum has helped hundreds of thousands of employees across the US and Canada better understand the many facets of personal finance so that they can make informed decisions with their money.
The Financial Knowledge mission is to provide comprehensive financial education with complete objectivity- absent of any conflicts of interest by the firm, its principals, or its instructors. Education is all we do! We are not affiliated with any products or services and we have no... Show More
The Enrich Financial Wellness program provides a state-of-the-art online platform with Certified Personal Financial Counselors (CPFC’s) to provide a best in class financial wellness experience second to none. We provide our users with an online experience filled with on-demand courses... Show More
Company Overview
Founded
2008
Employees
50
Funding Summary
1.8M Angel Round
Clients Your Size
About ENRICH™ Financial Wellness
The award winning Enrich Financial Wellness platform offers engaging, effective, unbiased online financial education, contained in a highly customizable delivery system, and a personal approach to help users achieve a positive behavior change. We’re proud to offer the most adaptive financial wellness platform available - customizable to achieve the unique goals of your organization.
Our cloud based, responsive platform has an extensive list of customizable features, content and branding through tools such as interactive courses, budgeting tools, retirement modeling, and more.
Our dashboard with personalized action plans guides the user from start to... Show More
Necessary vendor information still needs to be provided.
Company Overview
Founded
Established in 1992
Employees
70
Funding Summary
None
Clients Your Size
About SmartDollar
Our founder and CEO, Dave Ramsey, is America’s trusted voice on money and business. In 1992, Ramsey started providing financial counseling in small settings. Now over 30 years later, Ramsey offers his life-changing message as host of The Ramsey Show, a nationally syndicated radio show with more than 23 million listeners each week across the United States through radio, podcasts, and video. With more than 1,000 team members, Ramsey Solutions’ reach extends into publishing, events, educational curriculum, digital tools, and life-changing content helping people in all walks of life no matter their personal situation.
Necessary vendor information still needs to be provided.
Company Overview
Founded
1978
Employees
369,364
Funding Summary
None
Clients Your Size
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
Necessary vendor information still needs to be provided.
Company Overview
Founded
1971
Employees
1,628
Funding Summary
Clients Your Size
About Goldman Sachs Ayco Personal Financial Management
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
Necessary vendor information still needs to be provided.
Company Overview
Founded
2008
Employees
54
Funding Summary
7M Series D
Clients Your Size
About FinFit
FinFit was established in 2008 and currently services over 500,000 organizations across the United States. As the most comprehensive employee financial wellness solution in the country, we believe we’re better together. We believe in the power of elevating all employees, and we believe everyone should have a seat at the table. At FinFit, we’re working to bridge the opportunity gap with equal access to services, products, and solutions to grant your workforce financial stability today, and financial security tomorrow. Show More
Necessary vendor information still needs to be provided.
Company Overview
Founded
2005
Employees
7
Funding Summary
None
Clients Your Size
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.
Empowering employees to take charge of their financial future, MSA (My Secure Advantage) is on a mission to transform financial stress in the workplace, one employee at a time. Our holistic financial well-being program blends 1:1 telephonic financial coaching with... Show More
Company Overview
Founded
1986
Employees
100
Funding Summary
None
Clients Your Size
About My Secure Advantage
My Secure Advantage (MSA) is making stress-free financial stability accessible to all. Through our holistic 3-pillar solution, MSA members can take control of their financial futures, build strong financial skills, and achieve life-changing results.
Providing world-class services to over 75% of the Fortune 100 and over 50% of the Fortune 500, MSA leverages human connection and innovation, augmenting clinically-validated, 1-on-1 Money Coaching with a digital platform and education that inspires long-term financial success.
Our Money Coaches are certified financial experts who have completed over 1.3 million consultations, average 22+ years of experience, and have... Show More
Necessary vendor information still needs to be provided.
Company Overview
Founded
2011
Employees
4,100
Funding Summary
369.8M None
Clients Your Size
About SoFi
SoFi’s mission is to help people realize their dreams through financial independence. Financial independence doesn’t just mean being rich, it means your money’s working for the life you want to live. SoFi at Work equips employers with a single platform, delivering SoFi products as financial wellness benefits to enable their employees’ well-being. Show More
Necessary vendor information still needs to be provided.
Company Overview
Founded
1999
Employees
100
Funding Summary
Clients Your Size
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
Financial stress affects all of us, regardless of age, income level, or job function, and it's essential to our overall well-being. As a result, BrightDime an industry-leading employee financial wellness solution designed their platform focusing on alleviating employee financial stress.... Show More
Company Overview
Founded
2013
Employees
10
Funding Summary
Not Provided
Clients Your Size
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
Necessary vendor information still needs to be provided.
Company Overview
Founded
2010
Employees
Funding Summary
Not Provided
Clients Your Size
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
Necessary vendor information still needs to be provided.
Company Overview
Founded
2007
Employees
75
Funding Summary
None
Clients Your Size
About Navigate Wellbeing Solutions
Navigate is an employee wellbeing technology company helping organizations create more health and happiness in the employees, clients, and communities they serve.
We are a true one-stop shop with the tools and technology that connects people to what matters to them and your organization—from physical and mental wellbeing to career fulfillment.
The Navigate difference is built around your organization, your people, and your values: A holistic approach to wellbeing programming Navigate's platform has the tools to incorporate and elevate your existing benefits—and address all areas of wellbeing.
Necessary vendor information still needs to be provided.
Company Overview
Founded
2019
Employees
32
Funding Summary
Not Provided
Clients Your Size
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
Your Money Line is an employee benefit which provides quick, yet thorough answers to employees’ most personal financial questions. Your Money Line solves and prevents financial problems employers don’t know exist within their workforce before it’s too late. Show More
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 15 different financial stress categories Best Money... Show More
Financial wellness truly starts with education. Our programs help empower employees with the knowledge and skills needed to manage their personal finances with confidence. We do this through live and onsite group courses, on-demand courses, and financial coaching. We are... Show More
The Enrich Financial Wellness program provides a state-of-the-art online platform with Certified Personal Financial Counselors (CPFC’s) to provide a best in class financial wellness experience second to none. We provide our users with an online experience filled with on-demand courses... Show More
Empowering employees to take charge of their financial future, MSA (My Secure Advantage) is on a mission to transform financial stress in the workplace, one employee at a time. Our holistic financial well-being program blends 1:1 telephonic financial coaching with... Show More
Financial stress affects all of us, regardless of age, income level, or job function, and it's essential to our overall well-being. As a result, BrightDime an industry-leading employee financial wellness solution designed their platform focusing on alleviating employee financial stress.... Show More
Financial Fitness Group is an enterprise software company that develops financial e-learning solutions designed to maximize user engagement and improve financial knowledge. Established in 1998 by a $2 million academic research and design grant, Financial Fitness Group developed the industry... Show More
Financial wellness refers to the state of an individual’s overall financial health and relationship with money, which includes having a stable income, managing expenses, saving for the future, and handling unexpected financial emergencies.
What are Financial Wellness Programs?
Financial wellness programs are employee benefits designed to help employees improve their financial well-being by providing tools, resources, and education on topics such as budgeting, saving, investing, and managing debt.
Why is Financial Wellness Important?
Financial well-being is a fundamental component of the broader, multidimensional concept of employee wellness. However, according to statistics, personal finances are the most significant stressor for nearly half of the employees. Financial wellness is important because reducing the stress and anxiety related to money can increase productivity and job satisfaction and improve overall physical and mental health.
What are some Examples of Financial Wellness?
Examples of financial wellness include having a budget for short, medium, and long-term financial goals, saving for retirement, paying off debt, being prepared for unexpected expenses by having an emergency fund and having adequate insurance coverage.
Why is Financial Wellness a Must-Have Employee Benefit?
Financial wellness programs are essential employee benefits because they can lead to higher employee morale, reduced absenteeism, increased productivity, and help attract and retain top talent. When employees are dealing with financial struggles like debt, insufficient savings, or unstable income, they often experience money-related stress and anxiety that can negatively impact their work performance. However, when employees feel financially secure and have access to resources and support to manage their finances effectively, they can experience more confidence, less stress, and better focus on their work. Studies have confirmed that users of financial wellness programs report better mental health, lower stress levels, and better physical health compared to non-users.
How to set up a Financial Wellness Program for Employees?
To set up a successful financial wellness program for employees, employers can work with a financial wellness provider, conduct a needs assessment, develop a customized program, and provide ongoing employee education and support.
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