Financial Wellness Programs

Questis provides a financial wellness platform designed to support employees with personalized financial guidance and tools.  

It features AI-driven personalization, one-on-one coaching, a private social network for financial learning, and a suite of technological tools for financial management.  

The platform aims to reduce financial stress, increase productivity, and enhance employee retention by addressing financial health directly at the paycheck level. Questis focuses on fostering financial resilience across all levels of an organization.

LearnLux specializes in workplace financial wellness, blending digital tools with personalized one-on-one guidance from Certified Financial Planners. Their program helps employees with key financial decisions, such as budgeting, debt management, retirement planning, and more.  

LearnLux stands out by providing unbiased advice without hidden fees or product sales, making financial wellness more approachable for all employees. 

Your Money Line offers an all-in-one financial wellness solution that includes personalized financial coaching from certified experts, AI-driven insights, and a comprehensive suite of financial tools. The goal is to improve financial literacy and well-being for employees through on-demand access to financial guides who provide unlimited, confidential advice. 

The platform integrates seamlessly with existing employee benefits, enhancing financial education and stress reduction.

Summer excels in its commitment to helping employees navigate and reduce student loan debt through innovative technologies, policy expertise, and personalized support.  

By addressing student loan debt with industry-leading tools and personalized support, Summer advocates for borrowers. It makes it a top choice for organizations looking to support their employees in managing student loans and improving overall financial wellness.  

Origin is a premier choice for financial wellness due to its comprehensive services tailored for employees and employers. 

The combination of personalized human guidance, cutting-edge technology, comprehensive financial management tools, engagement strategies, and global accessibility make Origin a top choice for organizations seeking to enhance the financial wellness of their workforce. 

Financial Knowledge is a comprehensive solution that provides financial education to employees, empowering them to improve their financial literacy and well-being.  

The platform's flexible delivery options make it a top choice for organizations seeking to promote employee financial wellness. Financial Knowledge equips employees with the skills to make informed decisions about their money.  

Enrich's employee financial wellness program offers a customizable platform to deliver personalized financial education to employees. The program tailors' educational content to individual financial behaviors and needs, emphasizing inclusion and equity.  

It includes features like Money Personality assessment, Stress Analysis, and Money Mindfulness resources to engage users. Enrich supports these offerings with detailed reporting and client-specific configurations, aiming for high user engagement and measurable outcomes.

SmartDollar is a financial wellness program that is designed to help employees manage their finances effectively. The program emphasizes Dave Ramsey's "7 Baby Steps" strategy, focusing on budgeting, debt reduction, savings, and wealth building.  

It provides tools for financial planning, educational content from experts, and both individual and group coaching. Employers can access resources for launching and promoting SmartDollar, including a dedicated relationship manager and promotional materials.  

Ernst & Young Personal Finance offers complete financial wellness services designed to enhance employees' financial well-being and the ROI of benefits programs.  

The suite includes planner-driven tools and digital solutions for holistic financial management, covering everything from benefit understanding to tax compliance. It aims to reduce financial stress and increase productivity, loyalty, and proper retirement preparation through personalized plans and continuous financial education.

FinFit offers a comprehensive financial wellness program tailored for employees.  

Their services include personalized financial assessments, educational content, and tools like budget calculators and financial dashboards. They also provide financial coaching and solutions for credit, including affordable loan options.  

The platform is designed to help employees manage their finances more effectively, aiming to improve financial stability and security. FinFit's program is customizable and includes various features that cater to different financial needs and goals.

My Secure Advantage (MSA) offers a comprehensive financial wellness program that emphasizes personalized coaching and technological support to improve the financial health of employees. Their program features certified money coaches with extensive experience alongside digital tools that aid in setting actionable financial goals.  

MSA focuses on measurable outcomes, including improved credit scores, increased savings, and reduced debt, backed by significant positive impacts on workplace productivity and employee well-being.

BrightDime provides a comprehensive financial wellness program that integrates real-time financial tracking, personalized education, and on-demand financial coaching.  

The platform is designed to help employees manage their finances more effectively, encouraging smarter financial decisions and reducing stress. It features tools for budgeting, debt management, and goal-setting, alongside individual coaching to address specific financial concerns.  

BrightDime aims to boost productivity, improve financial literacy, and achieve measurable savings for both employees and employers.

BrightPlan is a top choice for financial wellness, driven by its innovative approach to empowering both employees and HR teams.  

The platform's focus on employees' financial wellness, empowerment of HR teams, scalability and personalization, and certification for fiduciary excellence make it a top choice for organizations seeking to enhance the financial well-being of their employees.

Goldman Sachs Ayco offers a financial wellness service that includes personal financial guidance for employees.  

The service features personalized financial tools, confidential one-on-one access to financial coaches, and both online and in-person group education. It supports employees in creating and adapting financial plans throughout different life stages, focusing on goals like homeownership, debt management, and maximizing company benefits.  

LifeCents emerges as a top-tier financial wellness platform, drawing on its innovative approach and tangible benefits for users and businesses. 

LifeCents' commitment to holistic financial wellness, its ability to drive behavioral change through actionable insights, personalized AI recommendations, sustained engagement via gamification, and its tangible benefits to businesses make it a standout choice as a financial wellness solution. 

SoFi provides an inclusive financial wellness program focused on a range of personal finance services. This includes loan offerings like student loan refinancing, personal loans, and mortgage options, as well as investment opportunities such as active and automated investing.  

The platform also offers banking services, insurance, and financial planning tools, all designed to help employees manage their finances more effectively and prepare for financial challenges. SoFi emphasizes the integration of financial health tools with user-friendly technology and expert financial advice.  

Financial Finesse offers a financial wellness program that provides personalized coaching and technology-based solutions to improve the financial health of employees. Their platform includes access to Certified Financial Planner (CFP) professionals, AI-powered coaching, and a suite of interactive tools and calculators.  

It aims to reduce financial stress and improve job satisfaction, with a focus on maximizing employee benefits. The program is customizable and includes extensive support from program design to implementation, aimed at achieving measurable results for both employees and employers.

Northstar stands out as a top financial wellness solution due to its comprehensive and personalized approach to guiding employees through crucial financial decisions and maximizing their compensation, equity, and benefits. 

Northstar's all-in-one solution, in-house financial advisors, integration with the HR team, and highly personalized experience make it a top choice for organizations seeking to enhance their employees' financial wellness.  

Banzai is a top financial wellness platform due to its innovative approach to addressing personal financial stress and providing practical, engaging solutions for employees and organizations.  

The platform provides engaging and scalable solutions to address the impact of financial stress, making it a top choice for organizations seeking to enhance financial wellness among their employees.

Kashable offers financial wellness solutions for employees, focusing on low-cost loans that are easily integrated into employer HR and payroll systems. The platform facilitates loans with terms ranging from 6 to 24 months and APRs from 6% to 35.99%.  

It targets broad accessibility with a unique underwriting model that considers various factors to increase eligibility. Kashable's services are complemented by strategic partnerships with HR platforms and benefits administration systems, enhancing the program's integration and user-friendliness.  

SavvyFi stands out for its innovative approach to addressing the student debt crisis. 

SavvyFi makes it easy to set up 529 college savings plans, which, together with the equitable employee benefits, unique saving features, and easy implementation, make SavvyFi a top choice for organizations seeking to support their employees' financial wellness and alleviate the burden of student debt.

Brightside is a financial wellness platform dedicated to addressing the profound impact of financial stress on individuals and organizations.  

The holistic approach to financial wellness, partnerships with innovative employers, and data-driven solutions make Brightside a top choice for organizations seeking to support their employees' financial well-being and improve overall organizational performance.

Laurel Road offers tailored financial wellness solutions designed to support the economic well-being of healthcare and business professionals, particularly in addressing student loan debt.  

The platform's expertise in student loan solutions and cost-free and hassle-free offerings for employers make Laurel Road a top choice for organizations seeking to support their employees' financial wellness.  

Rocket Lawyer primarily focuses on providing legal services, but its offerings do touch on financial wellness in areas like estate planning and real estate transactions.  

While it doesn’t have a dedicated financial wellness program, its legal benefits support employees in managing financial matters tied to legal concerns. The platform simplifies access to legal help, making it easier for employees to handle both personal and financial-related legal issues.  

Tuition.io offers a range of educational assistance benefits to support employees.  

Their services include student debt management tools, student loan repayment assistance, tuition assistance, and public service loan forgiveness tools. They also provide expert consultations to help employees manage their loans and plan educational pursuits.  

Their platform eases the administrative burden of managing these programs. It integrates seamlessly with existing HR systems to deliver a full suite of services for educational financial assistance.  

Edelman Financial Engines stands out as an innovative platform for financial wellness due to its comprehensive suite of resources, support across the financial lifecycle, one-on-one counseling and planning, and commitment to diversity and inclusion.  

Through its innovative platform, Edelman Financial Engines empowers employees to achieve financial confidence and success.  

OfColor's financial wellness solution stands out due to its commitment to the economic empowerment of employees of color and its innovative approach to addressing the racial wealth gap.  

Organizations seeking to promote diversity, equity, and inclusion in their financial wellness initiatives find OfColor a top platform for improving the financial health of employees of color.  

Payactiv's financial wellness offer can enhance employee satisfaction and retention by providing immediate access to earned wages, saving on prescription medications, and promoting financial literacy.

The platform supports holistic financial wellness through features like Earned Wage Access, discounts, and savings insights, all at zero cost to the employer. Additionally, it integrates seamlessly with existing payroll systems, ensuring easy implementation and no disruption to cash flow.

Penny Finance excels as a financial wellness solution dedicated to empowering women with personalized, tech-powered financial mentorship. 

Penny Finance focuses on personalized mentorship, female empowerment, tech-powered solutions, comprehensive education, and a commitment to women's financial well-being. This makes it a top choice for organizations seeking to support women's financial wellness and promote gender equity in the workplace.