Employee Wellness

Furthering Financial Well-being

This roundup of experts empower organizations to empower their employees.

By The Editors

Best Money Moves

https://bestmoneymoves.com/
Services: Financial coaching, financial training, educational content, benefits integration, algorithmic recommendations based on user activity, and data reporting.

BrightDime

https://www.brightdime.com/
Services: Real-time, personalized financial wellness platform, retirement and investment account monitoring, tailored educational programming, and financial coaching.

BrightPlan

https://www.brightplan.com/
Services: On-demand educational resources, financial wellness coaching, goals-based financial planning, insurance and estate planning guidance, retirement and investment advice and guidance, budgeting support, employer-provided equity management, access to financial planners, and data-driven insights.

Brightside

https://www.gobrightside.com/
Services: AI-powered financial assistance, personalized offerings, educational content on saving, budgeting, managing debt, and navigating life changes, and emergency financial support.

Enrich

https://enrich.org/
Services: Personalized financial wellness platform, financial wellness education, benefits integration, financial coaching and counseling, and student loan repayment support.

Financial Finesse

https://www.financialfinesse.com/
Services: Personalized financial wellness platform, live financial coaching, AI-powered financial coaching, interactive tools and calculators, data and analytics, and full integration of employee benefits.

Financial Knowledge

https://www.financialknowledge.com/
Services: Courses led by Certified Financial Planners, tailored workshops, interactive learning, financial coaching, scenario testing, and a customizable wellness platform.

FinFit

https://www.finfit.com/
Services: Financial health assessments, financial coaching, money management course materials, rewards and incentives, emergency savings, credit, and personal loans with ability to repay using payroll reductions.

Gradifi

https://www.gradifi.com/
Services: Personalized financial wellness platform, financial literacy programming, interactive tools and calculators, student loan refinancing, and college savings program.

LearnLux

https://learnlux.com/
Services: Guidance from Certified Financial Planners, custom benefits portal, total rewards visualization, interactive financial assessments, budgeting and cashflow management, and interactive educational content with self-guided and virtual learning options.

LifeCents

https://www.lifecents.com/
Services: AI-enabled personalized financial guidance, educational content, gamification, financial wellness challenges, access to financial wellness metrics, and financial health reports.

Mariner Financial Wellness

https://www.marinerfinancialwellness.com/
Services: Customized financial wellness platform, educational content, budgeting tools, goal setting and tracking, financial health and progress summaries, administrative tools, employee feedback mechanisms, marketing and communication support, and financial wellness coaching.

MySecureAdvantage

https://www.mysecureadvantage.com/
Services: Financial coaching, stand-alone financial wellness platform, custom financial planning, progress tracking, budget tracking, integration with financial institutions, educational content, interactive tools, and retirement and benefits planning.

Nudge Global

https://www.nudge-global.com/
Services: Financial and benefits education programming, personalized financial education feed, interactive money management tools, financial health assessments, on-demand financial literacy classes, financial training, internal communications, options for company alumni, data and analytics, and benefits integration.

Origin

https://www.useorigin.com/employers
Services: Access to guidance from Certified Financial Planners, spending and budgeting tools, AI-enabled financial planning, automated investing and portfolio tracking, tax filing support, financial wellness educational programming, and benefits integration.

Payactiv

https://www.payactiv.com/
Services: Earned wage access, discount marketplace, savings and budgeting tools, financial education programming, reimbursements, and payroll support.

Questis

https://www.questis.co/
Services: Program design support, financial counseling services, data and analytics, integration with financial institutions, financial wellness checklists and assessments, financial coaching, and financial educational programming.

Securian Financial (Financial Wellness 360)

https://www.securian.com/employers/financial-wellness-360.html
Services: Personalized financial education, self-guided tools for handling financial challenges, support for estate planning and financial aspects of bereavement and loss, and financial assessments.

Summer

https://www.meetsummer.com/
Services: Student loan and education assistance, college savings program, student loan retirement matching, ROI dashboard for employers, real-time policy updates, and financial literacy resources.

Your Money Line

https://www.yourmoneyline.com/
Services: Banking, debt, retirement, and investment tracking platform, AI-enabled guidance and support, budgeting tools, access to Certified Financial Planners, individualized financial coaching, unlimited access for employees, financial educational programming, and employer visibility into data and insights.

Tags: January February 2025

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