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Best Financial Wellness Software for Small Business

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, small business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Small 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 Small Business Financial Wellness category.

In addition to qualifying for inclusion in the Financial Wellness Software category, to qualify for inclusion in the Small Business Financial Wellness Software category, a product must have at least 10 reviews left by a reviewer from a small 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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8 Listings in Small Business Financial Wellness Available

(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
    1,010,367 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
1,010,367 Twitter followers
LinkedIn® Page
www.linkedin.com
1,451 employees on LinkedIn®
(538)4.3 out of 5
Optimized for quick response
1st Easiest To Use in Financial Wellness software
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Entry Level Price:$100.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and s

    Users
    • CEO
    • Owner
    Industries
    • Computer Software
    • Information Technology and Services
    Market Segment
    • 67% Small-Business
    • 30% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Betterment at Work 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
    308
    Customer Support
    170
    User Interface
    124
    Simple
    123
    Setup Ease
    114
    Cons
    Poor Customer Support
    117
    Limited Customization
    58
    Limited Investment Options
    50
    Payroll Issues
    43
    Poor Reporting
    41
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Betterment at Work features and usability ratings that predict user satisfaction
    8.9
    Ease of Use
    Average: 9.1
    8.9
    Visualization
    Average: 8.8
    8.9
    Education
    Average: 8.7
    9.1
    Secure
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2010
    HQ Location
    New York, US
    Twitter
    @Betterment
    36,578 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    607 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Your business is built to grow—and so is our 401(k) plan. It’s easy to manage, supports your long-term strategy, and provides proactive guidance at every step, keeping your plan running smoothly and s

Users
  • CEO
  • Owner
Industries
  • Computer Software
  • Information Technology and Services
Market Segment
  • 67% Small-Business
  • 30% Mid-Market
Betterment at Work 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
308
Customer Support
170
User Interface
124
Simple
123
Setup Ease
114
Cons
Poor Customer Support
117
Limited Customization
58
Limited Investment Options
50
Payroll Issues
43
Poor Reporting
41
Betterment at Work features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 9.1
8.9
Visualization
Average: 8.8
8.9
Education
Average: 8.7
9.1
Secure
Average: 9.0
Seller Details
Company Website
Year Founded
2010
HQ Location
New York, US
Twitter
@Betterment
36,578 Twitter followers
LinkedIn® Page
www.linkedin.com
607 employees on LinkedIn®

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(18)4.4 out of 5
9th 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.

    Skylight® PayOptions™ is a paycard program that assists in helping you make payroll paperless and gives your employees a convenient way to receive their paychecks.

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 67% Small-Business
    • 22% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Netspend Skylight PayOptions 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
    6
    Early Payment Access
    4
    Easy Management
    3
    Flexibility
    3
    No Fees
    3
    Cons
    High Fees
    5
    Poor Customer Support
    2
    Integration Issues
    1
    Limited Customization
    1
    Manual Processes
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Netspend Skylight PayOptions features and usability ratings that predict user satisfaction
    9.4
    Ease of Use
    Average: 9.1
    8.7
    Visualization
    Average: 8.8
    6.4
    Education
    Average: 8.7
    9.4
    Secure
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Netspend
    Year Founded
    1999
    HQ Location
    Austin, US
    Twitter
    @Netspend
    23,702 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    456 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Skylight® PayOptions™ is a paycard program that assists in helping you make payroll paperless and gives your employees a convenient way to receive their paychecks.

Users
No information available
Industries
No information available
Market Segment
  • 67% Small-Business
  • 22% Mid-Market
Netspend Skylight PayOptions 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
6
Early Payment Access
4
Easy Management
3
Flexibility
3
No Fees
3
Cons
High Fees
5
Poor Customer Support
2
Integration Issues
1
Limited Customization
1
Manual Processes
1
Netspend Skylight PayOptions features and usability ratings that predict user satisfaction
9.4
Ease of Use
Average: 9.1
8.7
Visualization
Average: 8.8
6.4
Education
Average: 8.7
9.4
Secure
Average: 9.0
Seller Details
Seller
Netspend
Year Founded
1999
HQ Location
Austin, US
Twitter
@Netspend
23,702 Twitter followers
LinkedIn® Page
www.linkedin.com
456 employees on LinkedIn®
(38)4.3 out of 5
11th 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.

    FinFit was established in 2008 and currently services over 200,000 organizations across the United States. The company’s SaaS-based model provides holistic financial wellness services that include a p

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 50% Small-Business
    • 42% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • FinFit 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
    12
    Efficiency
    12
    Financial Management
    12
    Payroll Management
    9
    Educational Resources
    7
    Cons
    Limited Customization
    4
    Payroll Issues
    4
    Poor Customer Support
    2
    User Confusion
    2
    Access Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • FinFit features and usability ratings that predict user satisfaction
    8.8
    Ease of Use
    Average: 9.1
    8.7
    Visualization
    Average: 8.8
    8.5
    Education
    Average: 8.7
    8.5
    Secure
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    FinFit
    Year Founded
    2008
    HQ Location
    Virginia Beach, Virginia
    Twitter
    @FinFit_LLC
    263 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    84 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

FinFit was established in 2008 and currently services over 200,000 organizations across the United States. The company’s SaaS-based model provides holistic financial wellness services that include a p

Users
No information available
Industries
No information available
Market Segment
  • 50% Small-Business
  • 42% Mid-Market
FinFit 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
12
Efficiency
12
Financial Management
12
Payroll Management
9
Educational Resources
7
Cons
Limited Customization
4
Payroll Issues
4
Poor Customer Support
2
User Confusion
2
Access Issues
1
FinFit features and usability ratings that predict user satisfaction
8.8
Ease of Use
Average: 9.1
8.7
Visualization
Average: 8.8
8.5
Education
Average: 8.7
8.5
Secure
Average: 9.0
Seller Details
Seller
FinFit
Year Founded
2008
HQ Location
Virginia Beach, Virginia
Twitter
@FinFit_LLC
263 Twitter followers
LinkedIn® Page
www.linkedin.com
84 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®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Paytient is an employee health payment platform that employers, health plans, or TPA’s embed in their benefit offering. Paytient enables employees to pay medical, dental, pharmacy, vision, or veterina

    Users
    No information available
    Industries
    • Primary/Secondary Education
    • Hospital & Health Care
    Market Segment
    • 58% Mid-Market
    • 27% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Paytient 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
    1
    Ease of Use
    1
    Reporting
    1
    Reporting Transparency
    1
    Cons
    This product has not yet received any negative sentiments.
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Paytient features and usability ratings that predict user satisfaction
    9.9
    Ease of Use
    Average: 9.1
    10.0
    Visualization
    Average: 8.8
    9.4
    Education
    Average: 8.7
    10.0
    Secure
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2018
    HQ Location
    Columbia, Missouri
    Twitter
    @PaytientApp
    204 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    182 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Paytient is an employee health payment platform that employers, health plans, or TPA’s embed in their benefit offering. Paytient enables employees to pay medical, dental, pharmacy, vision, or veterina

Users
No information available
Industries
  • Primary/Secondary Education
  • Hospital & Health Care
Market Segment
  • 58% Mid-Market
  • 27% Small-Business
Paytient 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
1
Ease of Use
1
Reporting
1
Reporting Transparency
1
Cons
This product has not yet received any negative sentiments.
Paytient features and usability ratings that predict user satisfaction
9.9
Ease of Use
Average: 9.1
10.0
Visualization
Average: 8.8
9.4
Education
Average: 8.7
10.0
Secure
Average: 9.0
Seller Details
Year Founded
2018
HQ Location
Columbia, Missouri
Twitter
@PaytientApp
204 Twitter followers
LinkedIn® Page
www.linkedin.com
182 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    MoneyWellth is a comprehensive financial application that can help users learn about important financial topics, from having a baby to planning for retirement. MoneyWellth has an extensive library of

    Users
    No information available
    Industries
    No information available
    Market Segment
    • 48% Small-Business
    • 44% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • MoneyWellth 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
    12
    Financial Management
    9
    Investment Options
    7
    Accessibility
    3
    Educational Resources
    3
    Cons
    Limited Customization
    7
    Integration Issues
    2
    Slow Performance
    2
    Technical Problems
    2
    Payroll Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • MoneyWellth features and usability ratings that predict user satisfaction
    8.7
    Ease of Use
    Average: 9.1
    8.7
    Visualization
    Average: 8.8
    8.3
    Education
    Average: 8.7
    8.3
    Secure
    Average: 9.0
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Year Founded
    2019
    HQ Location
    Eugene, US
    LinkedIn® Page
    www.linkedin.com
    9 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

MoneyWellth is a comprehensive financial application that can help users learn about important financial topics, from having a baby to planning for retirement. MoneyWellth has an extensive library of

Users
No information available
Industries
No information available
Market Segment
  • 48% Small-Business
  • 44% Mid-Market
MoneyWellth 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
12
Financial Management
9
Investment Options
7
Accessibility
3
Educational Resources
3
Cons
Limited Customization
7
Integration Issues
2
Slow Performance
2
Technical Problems
2
Payroll Issues
1
MoneyWellth features and usability ratings that predict user satisfaction
8.7
Ease of Use
Average: 9.1
8.7
Visualization
Average: 8.8
8.3
Education
Average: 8.7
8.3
Secure
Average: 9.0
Seller Details
Year Founded
2019
HQ Location
Eugene, US
LinkedIn® Page
www.linkedin.com
9 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®