Vendor Application

This application is to include you in the vendor directory for the Financial Wellness Marketplace. Companies will search the marketplace for financial fitness experts, programs and products.


According to a 2017  Fidelity and National Business Group on Health survey:

  • 82% of employers plan to offer lunch and learn or seminar solutions
  • 74% will offer solutions to cover home loans, wills and insurance
  • 71% will offer solutions to cover saving, debt and money management


Let’s offer your solution to cover their needs.


There is no application fee, there is no listing fee, and there are no transaction fees. If you are included in the directory, then any contracts that result between you and a company is 100% yours. We do not take a cut of any contracts. Yes, it is 100% free for you to be included should you be approved.


Fill out the questionnaire below. We will then request additional information as necessary to complete your profile. Submit the necessary documents and you will be contacted if you are approved.


Note: Currently we are only accepting U.S. based companies and experts.