Financial Wellness Programs

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Financial wellness programs are services or initiatives designed to help individuals improve their financial health and manage their money more effectively.

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Rachel B

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224 Vendors
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4.5 (3 reviews)
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LearnLux ( Visit Website )

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 ... View Full Profile

Employees
250
Lives Serviced
16,000,000
Funding
14.9M Series A
Minimum Group Size
50 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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4.6 (14 reviews)
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Best Money Moves LLC ( Visit Website )

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 Moves helps... View Full Profile

Employees
20
Lives Serviced
3,000,000
Funding
750K Seed Round
Minimum Group Size
50 eligible
Features
3rd Party Integrations
Employee Self-Service Tools
GDPR Compliant
Top Offerings
Financial Education
Cash Flow & Budgeting
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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4.8 (2 reviews)
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Your Money Line ( Visit Website )

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 ... View Full Profile

Employees
27
Lives Serviced
200,000
Funding
2.8M Seed Round
Minimum Group Size
25 eligible
Features
3rd Party Integrations
Global Capabilities
Responsive Design
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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Reviews pending
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Summer ( Visit Website )

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 ... View Full Profile

Employees
Not Provided
Lives Serviced
500,000
Funding
18.4M Series A
Minimum Group Size
5000 eligible
Features
3rd Party Integrations
GDPR Compliant
Responsive Design
Top Offerings
Student Loans
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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Reviews pending
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Origin ( Visit Website )

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-... View Full Profile

Employees
131
Lives Serviced
167,000
Funding
56M Series B
Minimum Group Size
100 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Coaching
Personal Investment Advisors
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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5.0 (1 reviews)
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Questis ( Visit Website )

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’... View Full Profile

Employees
25
Lives Serviced
225,000
Funding
12M Venture Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
Dashboard analytics
Top Offerings
Financial Coaching
Financial Education
Benefits Decision Support
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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5.0 (1 reviews)
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Financial Knowledge ( Visit Website )

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 ... View Full Profile

Employees
14
Lives Serviced
2,000,000
Funding
None
Minimum Group Size
No Minimum
Features
GDPR Compliant
Global Capabilities
Responsive Design
Top Offerings
Financial Education
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

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Reviews pending
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MyBudgetReport by SPENDiD ( Visit Website )

MyBudgetReport breaks down your budget by category, simplifying the way you view your finances. Studies have proven that self-awareness leads to more positive financial decisions. We don’t just tell you the problem. We provide you with the tools & ... View Full Profile

Employees
3
Lives Serviced
100
Funding
Not Provided
Minimum Group Size
25 eligible
Features
3rd Party Integrations
Responsive Design
Third-party integrations
Top Offerings
Cash Flow & Budgeting
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.5 (9 reviews)
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ENRICH™ Financial Wellness

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 ... View Full Profile

Employees
50
Lives Serviced
15,777,888
Funding
1.8M Angel Round
Minimum Group Size
500 eligible
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Financial Coaching
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.4 (11 reviews)
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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 ... View Full Profile

Employees
70
Lives Serviced
3,600,000
Funding
None
Minimum Group Size
2 eligible
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Top Offerings
Financial Education
Cash Flow & Budgeting
Financial Coaching
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
369364
Lives Serviced
2,000,000
Funding
Angel Round
Minimum Group Size
5000 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Financial Coaching
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
1628
Lives Serviced
Not Provided
Funding
Minimum Group Size
100 eligible
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
54
Lives Serviced
1,900,000
Funding
7M Series D
Minimum Group Size
1000 eligible
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Top Offerings
Financial Education
Short-term Loans
Emergency Savings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
7
Lives Serviced
100,000
Funding
None
Minimum Group Size
No Minimum
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Financial Education
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.0 (6 reviews)
Full Reviews Breakdown

My Secure Advantage

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 ... View Full Profile

Employees
100
Lives Serviced
32,000,000
Funding
None
Minimum Group Size
100 eligible
Features
3rd Party Integrations
GDPR Compliant
Global Capabilities
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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, ... View Full Profile

Employees
4100
Lives Serviced
700,000
Funding
369.8M None
Minimum Group Size
10 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Student Loans
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.0 (1 reviews)
Full Reviews Breakdown

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... View Full Profile

Employees
100
Lives Serviced
660,000
Funding
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
iOS Native Application
Top Offerings
Financial Coaching
Financial Education
Cash Flow & Budgeting
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
4.4 (8 reviews)
Full Reviews Breakdown

Burnalong

Burnalong is a premier digital health and wellbeing solution that provides live, on demand, and in-person health and wellbeing classes. The platform focuses on and programming representative of the diversity and varying needs of employee populations and their ... View Full Profile

Employees
Not Provided
Lives Serviced
600,000
Funding
7M Venture Round
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
Reviews pending
Full Reviews Breakdown

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 ... View Full Profile

Employees
Not Provided
Lives Serviced
100,000
Funding
Not Provided
Minimum Group Size
200 eligible
Features
3rd Party Integrations
Android Native Application
GDPR Compliant
Top Offerings
Cash Flow & Budgeting
On-demand Pay
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -
3.8 (16 reviews)
Full Reviews Breakdown

Marquee Health

Marquee Health provides clients with an outcomes-driven suite of health and wellness services that support the commitment to, and maintenance of, a healthy lifestyle... View Full Profile

Employees
104
Lives Serviced
800,000
Funding
Not Provided
Minimum Group Size
No Minimum
Features
3rd Party Integrations
Android Native Application
Global Capabilities
Top Offerings
Health Coaching
Tobacco Cessation
Wellness Platform
Average Cost
- - -
Key Clients
- - -
Clients Your Size
- - -

FAQs

What is Financial Wellness?

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.