Give Your Employees The Financial Boost They Want
Your employees will no longer lose sleep over money! We bring together AI-powered financial planning, financial experts who are one phone call away, and top-notch education.
Our Technology Is The Around-The-Clock Money Guide For Employees
AI Insights
Use AI to build a plan and receive unbiased suggestions to implement a financial plan. From budgeting to paying off student loans, we have your employees covered!
Explore Scenarios
From student loan forgiveness to renting vs owning a house, employees can build, simulate, and visualize how each decision interacts with each other and the impact on their future!
All Accounts In One Place
Connect more than 20,000 types of accounts or manually enter your data in one simple online interface.
Your Employees Deserve Someone They Can Talk To About Money
Give Every employee access to personalized advice from real people!
Financial Experts For Young Professionals
All of our Experts have degrees in financial planning, are Certified Financial Planners, and/or are CFA Charter holders. Plus, we are experts in finances that matter to young professionals such as student loans, home buying, investments, and family planning.
Unlimited Access
Financial Experts are available via call, video chat, and email anytime your employees need help. In addition, they have access to the same Expert os they can build a report with someone that is familiar with their personal situation.
Personalized & Unbiased
Our technology combined with our Experts personalize each employee's plan down to the dollar. In addition, our Experts aren't paid paid on commission Their only job is provide your employee's financial wellness.
Top Notch Financial Education Is Just A Click Away.
We've taught 10,000s of young professionals and have created hours worth of content to help your employees learn the essentials about money.
Webinars and Workshops
We offer both online webinars and in-person workshops to cover key financial topics, customized for your employees.
Finance Curriculum
Online and self-paced, our curriculum offers a flexible way for your employees to learn and remain up-to-date on key finance topics.
Podcasts
Join our CEO and Experts each week as they discuss relevant finance topics affecting young professionals.
Videos
Our online videos offer another way for your employees to get inspired with our success stories, tips and tricks, and more.
Expert Articles
Your employees can read hundred of up-to-date articles from our financial experts.
Ready To Bring Financial Wellness To Your Employees?
Take your wellness offering to the next level with our technology and team of financial experts.