# Best Financial Wellness Software - Page 5

## How Many Financial Wellness Software Products Does G2 Track?

**Total Products under this Category:** 86

### Category Stats (Aug 2026)

- **Average Rating:** 4.35/5 The average rating of products in this category, based on all submitted ratings
- **Top Trending Product:** Stream (+1.52%) - Among all products in this category, Stream recorded the largest rating increase compared to last month

_Last updated: August 07, 2026_

## How Does G2 Rank Financial Wellness Software Products?

**Why You Can Trust G2's Software Rankings:**

- 30 Analysts and Data Experts
- 2,600+ Authentic Reviews
- 86+ Products
- Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

## G2 Grid® for Financial Wellness Software
 ![G2 Grid® for Financial Wellness Software plotting products by satisfaction and market presence](https://www.g2.com/categories/financial-wellness/grids.png?focus%5B%5D=70522&focus%5B%5D=106263&focus%5B%5D=94545&focus%5B%5D=142313&focus%5B%5D=67667&focus%5B%5D=128110&focus%5B%5D=14454&focus%5B%5D=113288)

Highlighted products: SmartDollar, Betterment at Work, DailyPay, ZayZoon, Payactiv, Wisely® by ADP, HelloWallet, and Stream.

Underlying data: [Grid® JSON](https://www.g2.com/categories/financial-wellness/grids.json?focus%5B%5D=smartdollar&focus%5B%5D=betterment-at-work&focus%5B%5D=dailypay&focus%5B%5D=zayzoon&focus%5B%5D=payactiv&focus%5B%5D=wisely-by-adp&focus%5B%5D=hellowallet&focus%5B%5D=wagestream-stream)

**Sponsored**

### Your Money Line

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 offer personalized financial guidance to employees at every stage of life through an all-in-one mobile app, unlimited access to certified financial coaches, and smart, AI-powered tools. Trusted by employers nationwide—from companies to school districts to healthcare systems—Your Money Line is changing the financial lives of hundreds of thousands of households. The company was founded by financial expert and author Peter Dunn (a.k.a. Pete the Planner®). Learn how Your Money Line can help your employees feel more secure, engaged, and supported at yourmoneyline.com.

[Visit website](https://www.g2.com/external_clickthroughs/record?secure%5Bad_program%5D=ppc&secure%5Bad_slot%5D=category_product_list_llm&secure%5Bcategory_id%5D=1410&secure%5Bchosen_at%5D=2026-08-13T17%3A21%3A59Z&secure%5Bdisplayable_resource_id%5D=1410&secure%5Bdisplayable_resource_type%5D=Category&secure%5Bmedium%5D=sponsored&secure%5Bplacement_reason%5D=page_category&secure%5Bplacement_resource_ids%5D%5B%5D=1410&secure%5Bprioritized%5D=false&secure%5Bproduct_id%5D=1284884&secure%5Bresource_id%5D=1410&secure%5Bresource_type%5D=Category&secure%5Bsource_type%5D=category_page&secure%5Bsource_url%5D=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-wellness%3FhsCtaTracking%3D9b8badef-d309-4d77-bd9f-27d2e332e64e%257C959c825c-8bbd-4261-9e7e-d7f15a28575e%26page%3D5&secure%5Btoken%5D=4ecb414ca44195a24e4b532fb90b717b7101c4cd295f14fc13180f0dc0ebdbc8&secure%5Burl%5D=https%3A%2F%2Fwww.yourmoneyline.com%2Fcampaigns%2Ffinancial-wellness-program&secure%5Burl_type%5D=custom_url)

### [AskTrack](https://www.g2.com/products/asktrack/reviews)

AskTrack is a transformational retirement planning solution for advisors.

#### Who Is the Company Behind AskTrack?

- **Seller:** [RetireReady Solutions](https://www.g2.com/sellers/retireready-solutions)
- **Year Founded:** 1986
- **HQ Location:** Dallas, US
- **Twitter:** @RetireReadySol  
304 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=b036dde50d9cc99d95eb4af3b870f8caefaf2ef9b573dbb116313a7a22e42c3e&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fretire-ready-solutions%2F&secure%5Burl_type%5D=linkedin_company_website)  
13 employees on LinkedIn®

### [BenXL Technologies](https://www.g2.com/products/benxl-technologies/reviews)

Our software has managed pension plans and served participants with web-accessible benefits information for fifteen years. It has brought major corporations the capability to administer complex plans with limited risk and an enduring ability to undergo change.

#### Who Is the Company Behind BenXL Technologies?

- **Seller:** [Benxl](https://www.g2.com/sellers/benxl)
- **HQ Location:** King Of Prussia, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f140658b095e2087ffab88df74882c7df4da4f6ba4e79756a465a14737277123&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fbenxl-technologies-inc&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [Candidly](https://www.g2.com/products/candidly-candidly/reviews)

Candidly is a student debt and savings optimization platform that personalizes a path for users to move beyond their student debt and into building wellness and wealth. Candidly powers employer-sponsored benefits like contributions to student loans, student loan retirement match programs, Public Service Loan Forgiveness, and other services like student loan coaching. Candidly can be offered directly through an employer or it can be embedded into a partner's financial wellness solution. Candidly's employer clients include Salesforce, American Eagle Outfitters, and Fiserv. Candidly is also partnered with Vanguard, Empower, Guild, Lincoln Financial Group, and more. Today, Candidly is poised to serve one in five full-time, part-time, and gig workers in the United States.

#### Who Is the Company Behind Candidly?

- **Seller:** [Candidly](https://www.g2.com/sellers/candidly)
- **Year Founded:** 2020
- **HQ Location:** London, GB
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dd16a6218d2795161510db51ec22018237f345e84159409d2f28111d7c6b3041&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwearecandidly%2F&secure%5Burl_type%5D=linkedin_company_website)  
22 employees on LinkedIn®

### [CARAVAN Financial Engagement Platform](https://www.g2.com/products/caravan-financial-engagement-platform/reviews)

CARAVAN Financial Engagement Platform enables financial institutions and employers to deliver personalized, data-driven financial wellness experiences at scale. Powered by AI, the platform provides intelligent content discovery, dynamic recommendations, and behavior-driven engagement journeys that help improve financial literacy, increase participation, and drive measurable outcomes. The platform offers access to a library of expert-led financial education content, including videos, articles, and interactive resources covering topics such as budgeting, debt management, saving, investing, and long-term financial planning. CARAVAN delivers relevant, timely content through personalized pathways tailored to individual user needs and financial behaviors. Key capabilities include AI-powered financial content search and discovery, personalized recommendation engines, behavior-driven engagement journeys, and interactive financial assessments and tools. Additional features such as integrated financial glossaries, resource libraries, and live or on-demand education sessions enable organizations to deliver comprehensive financial wellness programs within their existing systems. Designed for flexibility and scalability, CARAVAN integrates seamlessly into existing platforms, allowing teams to efficiently launch and optimize digital financial wellness programs without complex development.

#### Who Is the Company Behind CARAVAN Financial Engagement Platform?

- **Seller:** [CARAVAN Wellness](https://www.g2.com/sellers/caravan-wellness)
- **Year Founded:** 2018
- **HQ Location:** New York, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=26a60c7e5b5d054f9bb356a3ee0d7a4efabe241b7ab200a7267e26f08d2e76e2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcaravan-wellness%2F&secure%5Burl_type%5D=linkedin_company_website)  
37 employees on LinkedIn®

### [Cent Capital](https://www.g2.com/products/cent-capital/reviews)

Cent Capital is an intelligent personal finance software and budgeting app designed to reduce financial anxiety and empower users. As a comprehensive money management tool, our platform leverages Generative AI to provide a holistic view of your finances, automated savings insights, and a clear path to financial wellness. Unlike complex legacy tools, our focus is on providing a simple, secure, and proactive experience for a new generation of consumers. Core Features of Our Financial Wellness Platform Our software is packed with features designed to provide clarity and automated support, helping users to save money and achieve their financial goals. All-in-One Dashboard & Net Worth Tracker: Securely connect all your bank accounts, credit cards, investment portfolios, and loans using Plaid integration. Our platform provides a single, unified dashboard to track your net worth and cash flow in real-time. AI Financial Advisor & Spending Tracker: Our powerful spending tracker automatically categorizes your transactions. The Generative AI engine acts as your personal AI financial advisor, analyzing your habits to find savings, provide predictive insights, and offer personalized tips for better money management. Automated Budgeting & Goal Setting: Create flexible budgets that you can actually stick to. Our budgeting app functionality automatically tracks your spending against your goals and provides alerts to keep you on track. Subscription and Hidden Fee Detection: The AI proactively monitors your transactions to identify and flag forgotten subscriptions, duplicate charges, and hidden bank fees, saving you money automatically. Bank-Level Security: We are a "Privacy First" platform. All data is protected with 256-bit encryption and read-only access, ensuring your financial information is always secure. We never sell user data. Who is Cent Capital For? Cent Capital is the ideal personal finance software for individuals and families seeking to gain control over their finances, track their net worth, manage debt, and achieve savings goals. Additionally, our FinTech platform is offered as a white-label SaaS solution for financial institutions, neobanks, and corporate partners looking to provide a powerful financial wellness tool to their customers to increase engagement and loyalty. Our "Education, Not Advice" framework ensures that we empower users with data-driven insights to make their own informed decisions. This commitment to a transparent, user-funded model makes our money management tool a trusted partner in your financial journey.

#### Who Is the Company Behind Cent Capital?

- **Seller:** [Cent Capital](https://www.g2.com/sellers/cent-capital)
- **Year Founded:** 2025
- **HQ Location:** New York, US
- **Twitter:** @centcapglobal  
54 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=78743bea7d66faefe6dc60415135f81ad0feff63aed3e777cb1334c6bc9efa80&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fcent-capital%2F&secure%5Burl_type%5D=linkedin_company_website)  
2 employees on LinkedIn®

### [CommonBend](https://www.g2.com/products/commonbend/reviews)

Simpler, smarter student loans for a brighter future.

#### Who Is the Company Behind CommonBend?

- **Seller:** [CommonBond.co](https://www.g2.com/sellers/commonbond-co)
- **Year Founded:** 2011
- **HQ Location:** New York, US
- **Twitter:** @CommonBond  
4,112 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=258c1e0f52a45020782d45302aafd54d29cce40310245cca85c1526fc9c0a1b7&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2F2643762&secure%5Burl_type%5D=linkedin_company_website)  
9 employees on LinkedIn®

### [CYFI](https://www.g2.com/products/cyfi/reviews)

CYFI is a coding, robotics, and STEM learning platform by NESTA TOYS, currently in beta and already loved by 300,000+ families across NESTA TOYS' broader community. Designed for learners aged 6 and above - including teens and first-time learners of any age - CYFI takes users on a complete learning journey: from kid-friendly Block Coding to real-world Python Coding, and further into Arduino C++ Coding to implement that learning on real robots. Hardware Basics and Hands-On Projects courses round out the curriculum, and learners can bring their skills to life using CYFI's own custom, kid-safe robotics hardware, including the ThinkBox controller.

#### Who Is the Company Behind CYFI?

- **Seller:** [NESTA TOYS](https://www.g2.com/sellers/nesta-toys)
- **Year Founded:** 2021
- **HQ Location:** Nagpur, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=dbd9ea23d68c9ef284e4caeab78c55627b0764a574c1bca88dc0511091822ab6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fnesta-toys&secure%5Burl_type%5D=linkedin_company_website)  
8 employees on LinkedIn®

### [ElektraFi](https://www.g2.com/products/elektrafi/reviews)

Our financial well-being platform tackles the #1 source of employee stress, helping your workforce stay healthy, engaged, and productive. What do we do?: 1. We provide smart financial tools that actively help your employees. Equip your employees with the guidance and tools they need to take control of their financial future. Our platform supports financial confidence, reducing stress, and enhancing well-being. 2. We measure the impact it’s having on your people and retention efforts. Track the results that matter. Our platform provides actionable insights into employee well-being and retention, so you can see the difference and optimize your impact. 3. We are built for Enterprises with platform your can trust to scale with your organization. Built for businesses, trusted by teams. Our scalable solutions deliver reliable and easy to scale solutions that can support for your workforce—no matter how big your enterprise grows.

#### Who Is the Company Behind ElektraFi?

- **Seller:** [ElektraFi Innovations](https://www.g2.com/sellers/elektrafi-innovations)
- **Year Founded:** 2024
- **HQ Location:** Vancouver, CA
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=1fad424ff68e9fc9bcde0ad5476c3834df447c1a06103a83f8d900564c5003c6&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Felektrafi-io&secure%5Burl_type%5D=linkedin_company_website)  
10 employees on LinkedIn®

### [Experian Cost of Living Health Check (UK)](https://www.g2.com/products/experian-cost-of-living-health-check-uk/reviews)

Experian's Cost of Living Health Check is a comprehensive solution designed to assist businesses in understanding and mitigating the financial challenges their customers face due to rising living costs. By leveraging Experian's extensive data assets and analytical capabilities, this tool enables organizations to assess customer affordability accurately, ensuring responsible lending and tailored support. Key Features and Functionality: - Affordability Assessment: Utilizes a combination of credit data and transactional insights to provide a detailed view of a customer's financial situation, including income, expenditure, and existing credit commitments. - Data Integration: Combines multiple data sources to deliver a holistic understanding of customer finances, enhancing decision-making processes. - Regulatory Compliance: Supports adherence to regulatory requirements by providing transparent and accurate affordability assessments. - Customer Support: Enables businesses to identify vulnerable customers and offer appropriate support, fostering trust and long-term relationships. Primary Value and User Benefits: The Cost of Living Health Check empowers businesses to make informed decisions by providing a clear picture of customer affordability. This leads to responsible lending practices, reduced risk of defaults, and enhanced customer satisfaction. By identifying financial vulnerabilities early, organizations can offer tailored support, ensuring customers receive products and services aligned with their financial capabilities. Ultimately, this solution aids in building stronger customer relationships and promoting financial well-being.

#### Who Is the Company Behind Experian Cost of Living Health Check (UK)?

- **Seller:** [Experian](https://www.g2.com/sellers/experian)
- **Year Founded:** 1826
- **HQ Location:** Dublin, Ireland
- **Twitter:** @Experian\_US  
38,771 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f2ce141b811b45a47c23e9ebeb00646a160dd7e6e16b8de67f2a6ca6a4f4065&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fexperian&secure%5Burl_type%5D=linkedin_company_website)  
26,191 employees on LinkedIn®
- **Ownership:** LSE: EXPNL

### [Experian Experian Boost (UK)](https://www.g2.com/products/experian-experian-boost-uk/reviews)

Experian Boost is a free service designed to help UK consumers enhance their Experian Credit Scores by incorporating additional financial data not traditionally considered in credit assessments. By connecting their bank accounts through Open Banking, users can share information about regular payments such as Council Tax, digital subscriptions (e.g., Netflix, Spotify), and contributions to savings or investment accounts. This broader financial picture allows Experian to provide a more comprehensive credit score, potentially increasing it by up to 66 points. Key Features and Functionality: - Incorporation of Non-Traditional Data: Experian Boost includes regular payments like Council Tax, digital entertainment subscriptions, and savings contributions in credit score calculations. - Instant Credit Score Improvement: Users can see immediate enhancements to their credit scores upon sharing eligible financial data. - User-Controlled Data Sharing: Consumers have the autonomy to select which accounts and transactions to share, ensuring privacy and control over their financial information. - No Negative Impact: The service is designed so that users' credit scores will not decrease as a result of using Experian Boost. Primary Value and User Benefits: Experian Boost addresses the challenge many consumers face in building or improving their credit profiles, especially those with limited credit histories. By recognizing and rewarding responsible financial behaviors beyond traditional credit activities, the service enables users to access better and more affordable credit options. This inclusivity fosters financial empowerment, allowing individuals to demonstrate their creditworthiness through everyday financial commitments.

#### Who Is the Company Behind Experian Experian Boost (UK)?

- **Seller:** [Experian](https://www.g2.com/sellers/experian)
- **Year Founded:** 1826
- **HQ Location:** Dublin, Ireland
- **Twitter:** @Experian\_US  
38,771 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f2ce141b811b45a47c23e9ebeb00646a160dd7e6e16b8de67f2a6ca6a4f4065&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fexperian&secure%5Burl_type%5D=linkedin_company_website)  
26,191 employees on LinkedIn®
- **Ownership:** LSE: EXPNL

### [Experian Financial Education (UK)](https://www.g2.com/products/experian-financial-education-uk/reviews)

Experian Financial Education is a comprehensive suite of tools designed to empower businesses in the UK to support their customers' financial well-being. Leveraging Experian's extensive credit information and consumer finance insights, these tools enable businesses to build trust, enhance customer relationships, and drive growth. Key Features and Functionality: - Customer Financial Insights: Gain a detailed understanding of consumers' financial positions by analyzing their credit bureau data and transaction histories. - Real-Time Alerts: Respond promptly to changing customer needs with real-time notifications, allowing for timely interventions and support. - Personalized Customer Journeys: Develop tailored experiences that empower customers to make informed financial decisions, leading to better outcomes for both the customer and the business. - Data Quality: Benefit from Experian's high-quality bureau data, covering approximately 85% of the credit-active application population, ensuring accurate and reliable insights. Primary Value and Solutions Provided: Experian Financial Education tools address the growing need for businesses to support their customers in achieving financial goals. By offering detailed financial insights and real-time alerts, businesses can proactively meet customer needs, fostering transparency and trust. This approach not only enhances customer satisfaction but also drives business growth by building stronger, more loyal customer relationships.

#### Who Is the Company Behind Experian Financial Education (UK)?

- **Seller:** [Experian](https://www.g2.com/sellers/experian)
- **Year Founded:** 1826
- **HQ Location:** Dublin, Ireland
- **Twitter:** @Experian\_US  
38,771 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f2ce141b811b45a47c23e9ebeb00646a160dd7e6e16b8de67f2a6ca6a4f4065&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fexperian&secure%5Burl_type%5D=linkedin_company_website)  
26,191 employees on LinkedIn®
- **Ownership:** LSE: EXPNL

### [Experian PayDashboard (UK)](https://www.g2.com/products/experian-experian-paydashboard-uk/reviews)

Experian PayDashboard is an interactive digital payslip platform designed to enhance employee engagement and financial literacy. By integrating seamlessly with existing payroll software, it delivers online payslips, PAYE forms, and payroll data through a secure online portal. This solution not only simplifies payroll processes but also empowers employees to better understand their pay information, thereby improving their financial well-being. Key Features and Functionality: - Digital Payslips: Provides employees with secure access to their payslips online, reducing the need for paper-based documents. - Integration with Payroll Software: Easily integrates with existing payroll systems to deliver online payslips, PAYE forms, and payroll data. - Interactive Dashboards: Offers HR teams and payroll service providers greater access to payroll insights through interactive dashboards. - Financial Education Tools: Includes features to help engage and educate staff, reducing payroll-related queries and enhancing financial literacy. - Mobile Accessibility: Available as a mobile app for iOS and Android, allowing employees to access their payslips conveniently. Primary Value and Solutions Provided: Experian PayDashboard addresses the common issue of employees feeling confused about their payslips by providing a user-friendly, digital platform that enhances understanding and engagement. For employers and payroll teams, it streamlines payroll processes, reduces administrative burdens, and offers valuable insights through interactive dashboards. By promoting financial education and empowerment, PayDashboard contributes to improved financial well-being among employees, fostering a more informed and satisfied workforce.

#### Who Is the Company Behind Experian PayDashboard (UK)?

- **Seller:** [Experian](https://www.g2.com/sellers/experian)
- **Year Founded:** 1826
- **HQ Location:** Dublin, Ireland
- **Twitter:** @Experian\_US  
38,771 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5f2ce141b811b45a47c23e9ebeb00646a160dd7e6e16b8de67f2a6ca6a4f4065&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fexperian&secure%5Burl_type%5D=linkedin_company_website)  
26,191 employees on LinkedIn®
- **Ownership:** LSE: EXPNL

### [Financial Wellness Program](https://www.g2.com/products/financial-wellness-program/reviews)

SalaryCredits is a leading Employee Financial Wellness Company, this will help improve an employee’s financial wellness and happiness in the workplace. Salarycredits enables employers to significantly reduce the financial stress of their employees.

#### Who Is the Company Behind Financial Wellness Program?

- **Seller:** [Salary Credits](https://www.g2.com/sellers/salary-credits)
- **Year Founded:** 2014
- **HQ Location:** Gurgaon, IN
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=29188d7bf896c987908616dc313c61104a38af10dc9043a53574d6ca889c8a8a&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsalarycredits&secure%5Burl_type%5D=linkedin_company_website)  
4 employees on LinkedIn®

### [FlexWage](https://www.g2.com/products/flexwage/reviews)

Sum180 equips your employees with tools they actually need to strengthen and build their financial picture

#### Who Is the Company Behind FlexWage?

- **Seller:** [FlexWage](https://www.g2.com/sellers/flexwage)
- **Year Founded:** 2009
- **HQ Location:** Scottsdale, US
- **Twitter:** @mysum180  
476 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c052d1ffcb98263e4540d6918babb81952584075439c617c0fbd17e9f01aec77&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fflexwage%2F&secure%5Burl_type%5D=linkedin_company_website)  
18 employees on LinkedIn®

### [Koppr - Financial Wellness](https://www.g2.com/products/koppr-financial-wellness/reviews)

Koppr puts your employees above all. We help you become an employee-first organisation and stay ahead of the curve. In today’s dynamic and challenging business environment, we give you the tools to engage, retain and delight your employees by taking care of their financial well-being.

#### Who Is the Company Behind Koppr - Financial Wellness?

- **Seller:** [Koppr](https://www.g2.com/sellers/koppr)
- **HQ Location:** N/A
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=7886df2ed926834e5eb248c77dcfa8e5c815d3ab1f0fe3132ced0dba45868834&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2FNo-Linkedin-Presence-Added-Intentionally-By-DataOps&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

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[Browse Financial Wellness Themes](/categories/financial-wellness/themes)

 ![Inia Debnath](/assets/transparent-ad5be28fbcd25b7b08d2cebe1d957125437fb5407d75ee717965ad22c8808791.gif "Inia Debnath")
ID

Researched and written by [Inia Debnath](https://research.g2.com/insights/author/inia-debnath)

Updated October 3, 2024

Financial wellness software provides organizations with the tools necessary to implement, manage, and administer financial wellness programs. These solutions help companies equip their employees with financial management education, including planning, budgeting, and alleviating financial stress. Financial wellness software includes features such as budgeting tools, gamification, financial goal planning, debt management, and money management coaching. These solutions may also include tools to help with budget creation, goal setting, and tracking of spending, assets, and financial management progress. Financial wellness software also includes reporting and analytics features that help companies improve employee engagement, retention, and productivity. Businesses can provide financial wellness solutions in tandem with [corporate wellness software](https://www.g2.com/categories/corporate-wellness) to provide a comprehensive wellness initiative to cover physical, mental, and financial health. All company sizes, industries, and departments can benefit from these solutions.

To qualify for inclusion in the Financial Wellness category, a product must:

- Provide tools that design, administer, and manage financial wellness programs
- Help organizations promote company-wide financial wellness for their employees
- Offer reporting tools that measure activity and program effectiveness

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