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Best Enterprise Financial Wellness Software

Jeffrey Lin
JL
Researched and written by Jeffrey Lin

Products classified in the overall Financial Wellness category are similar in many regards and help companies of all sizes solve their business problems. However, enterprise business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Enterprise Business Financial Wellness to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Enterprise Business Financial Wellness category.

In addition to qualifying for inclusion in the Financial Wellness Software category, to qualify for inclusion in the Enterprise Business Financial Wellness Software category, a product must have at least 10 reviews left by a reviewer from an enterprise business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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7 Listings in Enterprise Financial Wellness Software Available

(92)4.7 out of 5
Optimized for quick response
3rd Easiest To Use in Financial Wellness software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DailyPay is a worktech platform driven by its mission to power daily opportunities for workers everywhere to live a better financial life. DailyPay’s platform, featuring the industry-leading On-Demand

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Restaurants
    Market Segment
    • 80% Enterprise
    • 17% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • DailyPay Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Customer Support
    28
    Early Payment Access
    18
    Ease of Use
    17
    Employee Benefits
    16
    Helpful
    13
    Cons
    Payroll Issues
    15
    User Confusion
    7
    Delayed Services
    4
    Poor Customer Support
    4
    Access Issues
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • DailyPay features and usability ratings that predict user satisfaction
    9.4
    Ease of Use
    Average: 9.1
    9.4
    Visualization
    Average: 8.8
    9.0
    Education
    Average: 8.7
    9.5
    Secure
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    DailyPay
    Company Website
    Year Founded
    2015
    HQ Location
    New York, New York, United States
    Twitter
    @DailyPay
    3,383 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    982 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DailyPay is a worktech platform driven by its mission to power daily opportunities for workers everywhere to live a better financial life. DailyPay’s platform, featuring the industry-leading On-Demand

Users
No information available
Industries
  • Hospital & Health Care
  • Restaurants
Market Segment
  • 80% Enterprise
  • 17% Mid-Market
DailyPay Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Customer Support
28
Early Payment Access
18
Ease of Use
17
Employee Benefits
16
Helpful
13
Cons
Payroll Issues
15
User Confusion
7
Delayed Services
4
Poor Customer Support
4
Access Issues
3
DailyPay features and usability ratings that predict user satisfaction
9.4
Ease of Use
Average: 9.1
9.4
Visualization
Average: 8.8
9.0
Education
Average: 8.7
9.5
Secure
Average: 9.0
Seller Details
Seller
DailyPay
Company Website
Year Founded
2015
HQ Location
New York, New York, United States
Twitter
@DailyPay
3,383 Twitter followers
LinkedIn® Page
www.linkedin.com
982 employees on LinkedIn®
(432)4.8 out of 5
2nd Easiest To Use in Financial Wellness software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    SmartDollar is a financial wellness program designed to help employees take control of their money, reduce financial stress, and achieve lasting financial success. Trusted by thousands of benefits tea

    Users
    • HR Manager
    • CEO
    Industries
    • Construction
    • Manufacturing
    Market Segment
    • 53% Mid-Market
    • 38% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • SmartDollar Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    156
    Helpful
    139
    Educational Resources
    90
    Customer Support
    85
    Employee Benefits
    68
    Cons
    Limited Customization
    16
    Payroll Issues
    11
    High Fees
    9
    Manual Processes
    5
    Poor Customer Support
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • SmartDollar features and usability ratings that predict user satisfaction
    9.2
    Ease of Use
    Average: 9.1
    9.2
    Visualization
    Average: 8.8
    9.5
    Education
    Average: 8.7
    9.3
    Secure
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1991
    HQ Location
    Franklin, TN
    Twitter
    @DaveRamsey
    1,009,957 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,451 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

SmartDollar is a financial wellness program designed to help employees take control of their money, reduce financial stress, and achieve lasting financial success. Trusted by thousands of benefits tea

Users
  • HR Manager
  • CEO
Industries
  • Construction
  • Manufacturing
Market Segment
  • 53% Mid-Market
  • 38% Small-Business
SmartDollar Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
156
Helpful
139
Educational Resources
90
Customer Support
85
Employee Benefits
68
Cons
Limited Customization
16
Payroll Issues
11
High Fees
9
Manual Processes
5
Poor Customer Support
5
SmartDollar features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 9.1
9.2
Visualization
Average: 8.8
9.5
Education
Average: 8.7
9.3
Secure
Average: 9.0
Seller Details
Company Website
Year Founded
1991
HQ Location
Franklin, TN
Twitter
@DaveRamsey
1,009,957 Twitter followers
LinkedIn® Page
www.linkedin.com
1,451 employees on LinkedIn®

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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Refyne is India's pioneering Earned Wage Access (EWA platform, dedicated to enhancing financial wellness among employees by providing real-time access to their earned but unpaid salaries. This innovat

    Users
    No information available
    Industries
    • Education Management
    • Consumer Services
    Market Segment
    • 47% Enterprise
    • 43% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Refyne Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Early Payment Access
    18
    Ease of Use
    5
    Benefits
    3
    Simple
    3
    Customer Support
    2
    Cons
    High Fees
    2
    Delayed Services
    1
    Limited Customization
    1
    Manual Processes
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Refyne features and usability ratings that predict user satisfaction
    9.6
    Ease of Use
    Average: 9.1
    8.8
    Visualization
    Average: 8.8
    8.7
    Education
    Average: 8.7
    9.2
    Secure
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Refyne
    Year Founded
    2021
    HQ Location
    Bengaluru, IN
    LinkedIn® Page
    www.linkedin.com
    183 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Refyne is India's pioneering Earned Wage Access (EWA platform, dedicated to enhancing financial wellness among employees by providing real-time access to their earned but unpaid salaries. This innovat

Users
No information available
Industries
  • Education Management
  • Consumer Services
Market Segment
  • 47% Enterprise
  • 43% Mid-Market
Refyne Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Early Payment Access
18
Ease of Use
5
Benefits
3
Simple
3
Customer Support
2
Cons
High Fees
2
Delayed Services
1
Limited Customization
1
Manual Processes
1
Refyne features and usability ratings that predict user satisfaction
9.6
Ease of Use
Average: 9.1
8.8
Visualization
Average: 8.8
8.7
Education
Average: 8.7
9.2
Secure
Average: 9.0
Seller Details
Seller
Refyne
Year Founded
2021
HQ Location
Bengaluru, IN
LinkedIn® Page
www.linkedin.com
183 employees on LinkedIn®
(63)4.5 out of 5
Optimized for quick response
12th Easiest To Use in Financial Wellness software
Save to My Lists
Entry Level Price:Free
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Payactiv makes access work—for people, for business, for growth. As the creator of Earned Wage Access, we work within payroll to provide responsible access to earned wages, proving that when people mo

    Users
    No information available
    Industries
    • Hospital & Health Care
    • Retail
    Market Segment
    • 65% Mid-Market
    • 21% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Payactiv Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Early Payment Access
    2
    Employee Benefits
    2
    Payroll Management
    2
    Access Availability
    1
    Automation
    1
    Cons
    Poor Customer Support
    3
    Payroll Issues
    2
    Access Issues
    1
    High Fees
    1
    Manual Processes
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Payactiv features and usability ratings that predict user satisfaction
    8.8
    Ease of Use
    Average: 9.1
    9.1
    Visualization
    Average: 8.8
    9.1
    Education
    Average: 8.7
    9.4
    Secure
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Payactiv
    Company Website
    Year Founded
    2012
    HQ Location
    San Jose, US
    Twitter
    @PayActiv
    1,760 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    373 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Payactiv makes access work—for people, for business, for growth. As the creator of Earned Wage Access, we work within payroll to provide responsible access to earned wages, proving that when people mo

Users
No information available
Industries
  • Hospital & Health Care
  • Retail
Market Segment
  • 65% Mid-Market
  • 21% Enterprise
Payactiv Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Early Payment Access
2
Employee Benefits
2
Payroll Management
2
Access Availability
1
Automation
1
Cons
Poor Customer Support
3
Payroll Issues
2
Access Issues
1
High Fees
1
Manual Processes
1
Payactiv features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 9.1
9.1
Visualization
Average: 8.8
9.1
Education
Average: 8.7
9.4
Secure
Average: 9.0
Seller Details
Seller
Payactiv
Company Website
Year Founded
2012
HQ Location
San Jose, US
Twitter
@PayActiv
1,760 Twitter followers
LinkedIn® Page
www.linkedin.com
373 employees on LinkedIn®
(57)4.6 out of 5
6th Easiest To Use in Financial Wellness software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Your Money Line (YML) is a leading financial wellness benefit that helps employees navigate financial challenges, plan for the future, and reach their goals. YML makes it easy for employers to off

    Users
    No information available
    Industries
    • Automotive
    • Primary/Secondary Education
    Market Segment
    • 56% Mid-Market
    • 33% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Your Money Line Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    21
    Helpful
    19
    Resources
    16
    Educational Resources
    13
    Convenience
    10
    Cons
    Lack of Information
    6
    Account Setup
    5
    Slow Performance
    4
    Limited Customization
    3
    Linking Issues
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Your Money Line features and usability ratings that predict user satisfaction
    8.9
    Ease of Use
    Average: 9.1
    9.0
    Visualization
    Average: 8.8
    9.0
    Education
    Average: 8.7
    8.7
    Secure
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2017
    HQ Location
    Indianapolis
    Twitter
    @YourMoneyLine
    499 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    39 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Your Money Line (YML) is a leading financial wellness benefit that helps employees navigate financial challenges, plan for the future, and reach their goals. YML makes it easy for employers to off

Users
No information available
Industries
  • Automotive
  • Primary/Secondary Education
Market Segment
  • 56% Mid-Market
  • 33% Enterprise
Your Money Line Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
21
Helpful
19
Resources
16
Educational Resources
13
Convenience
10
Cons
Lack of Information
6
Account Setup
5
Slow Performance
4
Limited Customization
3
Linking Issues
3
Your Money Line features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 9.1
9.0
Visualization
Average: 8.8
9.0
Education
Average: 8.7
8.7
Secure
Average: 9.0
Seller Details
Year Founded
2017
HQ Location
Indianapolis
Twitter
@YourMoneyLine
499 Twitter followers
LinkedIn® Page
www.linkedin.com
39 employees on LinkedIn®
(132)4.9 out of 5
4th Easiest To Use in Financial Wellness software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Peanut Butter makes it easy for employers to offer student loan assistance as a benefit. Companies of all sizes look to Peanut Butter to administer student loan repayment plans and to provide employee

    Users
    No information available
    Industries
    • Education Management
    • Financial Services
    Market Segment
    • 67% Mid-Market
    • 18% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Peanut Butter Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    Financial Assistance
    6
    Automation
    3
    Simple
    3
    Efficiency
    2
    Cons
    Excessive Communication
    1
    Limited Customization
    1
    Manual Processes
    1
    Overuse
    1
    Payroll Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Peanut Butter features and usability ratings that predict user satisfaction
    9.8
    Ease of Use
    Average: 9.1
    9.4
    Visualization
    Average: 8.8
    9.2
    Education
    Average: 8.7
    9.6
    Secure
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2015
    HQ Location
    Chicago, ILLINOIS (IL)
    Twitter
    @peanutbutterget
    640 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    13 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Peanut Butter makes it easy for employers to offer student loan assistance as a benefit. Companies of all sizes look to Peanut Butter to administer student loan repayment plans and to provide employee

Users
No information available
Industries
  • Education Management
  • Financial Services
Market Segment
  • 67% Mid-Market
  • 18% Small-Business
Peanut Butter Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
Financial Assistance
6
Automation
3
Simple
3
Efficiency
2
Cons
Excessive Communication
1
Limited Customization
1
Manual Processes
1
Overuse
1
Payroll Issues
1
Peanut Butter features and usability ratings that predict user satisfaction
9.8
Ease of Use
Average: 9.1
9.4
Visualization
Average: 8.8
9.2
Education
Average: 8.7
9.6
Secure
Average: 9.0
Seller Details
Company Website
Year Founded
2015
HQ Location
Chicago, ILLINOIS (IL)
Twitter
@peanutbutterget
640 Twitter followers
LinkedIn® Page
www.linkedin.com
13 employees on LinkedIn®
(76)4.9 out of 5
View top Consulting Services for Spring
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Spring is a financial health and wellness benefit that helps employees reduce financial stress, increase financial education, and reach their financial goals and dreams. Spring is a recruitment, produ

    Users
    • Teacher
    Industries
    • Primary/Secondary Education
    • Education Management
    Market Segment
    • 53% Mid-Market
    • 26% Enterprise
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Spring features and usability ratings that predict user satisfaction
    9.8
    Ease of Use
    Average: 9.1
    9.7
    Visualization
    Average: 8.8
    9.6
    Education
    Average: 8.7
    9.7
    Secure
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Spring
    Year Founded
    2015
    HQ Location
    Chicago, IL
    LinkedIn® Page
    www.linkedin.com
    1 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Spring is a financial health and wellness benefit that helps employees reduce financial stress, increase financial education, and reach their financial goals and dreams. Spring is a recruitment, produ

Users
  • Teacher
Industries
  • Primary/Secondary Education
  • Education Management
Market Segment
  • 53% Mid-Market
  • 26% Enterprise
Spring features and usability ratings that predict user satisfaction
9.8
Ease of Use
Average: 9.1
9.7
Visualization
Average: 8.8
9.6
Education
Average: 8.7
9.7
Secure
Average: 9.0
Seller Details
Seller
Spring
Year Founded
2015
HQ Location
Chicago, IL
LinkedIn® Page
www.linkedin.com
1 employees on LinkedIn®