Marketplace to find and contact vendors for financial wellness programs and materials.

Get matched with the perfect financial wellness solution.

We help employers find financial wellness programs and materials. Spend less time and money searching and qualifying vendors.

The Financial Education for Today’s Workforce 2016 Survey results showed that employees are stressed due to:

  • Debt (66%)
  • Saving for retirement (60 %)
  • Saving for children’s education (51%)
  • Household expenses (48%)
  • Medical expenses (36%)

 

80% of employers stated that their employees revealed that financial stress negatively affected their job performance. 34% of employees contributed some absences to health problems resulting from financial stress.

  • Less than 30% of Americans are offered finance education and it shows.
  • Only 50% of Americans have money left over after paying monthly bills.
  • 41% of Americans live paycheck to paycheck.
  • 60% of Americans are unable to grow their savings.

 

Employee financial stress also costs employers money. Financial stress costs $5,000 per employee every year, according to a Federal Reserve 2010 study.

 

As an employer you are in a position, to help employees increase their financial literacy and become wealth builders.

 

Financial wellness programs and activities help alleviate the negative effect of financial stress on employees and business.

Finding Vendors - The Old Way

When it’s time to find a new service for your employees, what do you usually do? Do you:

  • perform exhaustive online searches,
  • try to see which vendors other companies use
  • try to get referrals that match your unique company culture and needs?

 

Curating a list of vendors can take weeks using this method, using a lot of hours and money. Let’s cut that down to days.

 

How many hours is your employee spending searching for vendors, vetting them, reviewing proposals, and booking vendors? Are they able to do a comprehensive/detailed enough search to see a true cross-section of the appropriate vendors?

 

Is there an even better vendor fit for your company’s culture and needs? Let’s find out.

Curating a list of vendors can take weeks sometimes months using this method, spending a lot of employee hours and money. Let’s cut that down to days.

How many hours is your employee spending searching for vendors, vetting them, reviewing proposals, and booking vendors?

Are they able to do a comprehensive and detailed enough search to see a true cross-section of the appropriate vendors?

​​​​​​​Is there an even better vendor fit for your company’s culture and needs? Let’s find out.

Finding Quality Compatible Vendors

Compatibility Assessment

Our unique algorithm will take your key criteria and match you with vendors. Need to filter by financial topic, program goals, budget, location, etc.? Not a problem.

Vendors Directory

We’ve done the research and compiled the information you need to view complete company profiles and key characteristics. Get numerous profiles in minutes not hours to days. Vendors don’t pay to be included or highlighted so you get the whole picture.

Vendor Profiles

You’ll be able to see marketing materials from the vendors, such as any whitepapers. You’ll also be able to see any demos available.

Summarize & Select

Select the vendors of interest and a summary sheet will be compiled. You can take share this summary with your team. Once you pick from this list, you can request proposals from the vendor of interest.

Offers By Vendors Include:

  • Comprehensive virtual financial wellness programs
  • Group financial wellness programs
  • Coaches and consultants for one to one employee assistance
  • Speakers for company events or workshops
  • Financial wellness products for DIY learning

Are you ready for the Financial Wellness Marketplace?

Join the Early User Waitlist

Are you an employer looking for a financial wellness solution? We’ll be opening up to a small group first. Get on the waitlist to be up to date and get the early user discount. You get full use of the service at a lower price.

Apply to the Directory

Are you a personal finance expert or financial wellness company with programs, products or services to offer employers? Apply to be included in the directory of vendors. There is no cost to apply or be included.