# Best Financial Wellness Software - Page 6

## 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=2026-08-13T21%3A21%3A09Z&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%3D6&secure%5Btoken%5D=0f01d78f807284f37c7f2983b344ee75d5f4e4b0ce30aa73bb8ad33bb3e1c103&secure%5Burl%5D=https%3A%2F%2Fwww.yourmoneyline.com%2Fcampaigns%2Ffinancial-wellness-program&secure%5Burl_type%5D=custom_url)

### [MedZero](https://www.g2.com/products/medzero/reviews)

medZERO is a healthcare financial wellness platform that provides employees with on-demand access to funds for out-of-pocket healthcare expenses, allowing repayment over time with zero interest and zero fees. For Health Savings Account (HSA) users, these payments are made using pre-tax dollars, resulting in savings of up to 30% compared to after-tax payments. Key Features and Functionality: - Instant Access to Funds: Employees can access funds 24/7 through the medZERO app, with instant approval and no credit check required. - Flexible Repayment: Repayments are made over time via payroll deductions, with zero interest and zero fees. - Broad Coverage: The platform works with any benefit plan, provider, and HSA, covering medical, dental, vision, and even pet care expenses. - Pre-Tax Savings: For HSA users, payments are made using pre-tax dollars, offering additional savings. Primary Value and User Solutions: medZERO addresses the financial barriers that often prevent employees from seeking necessary healthcare. By providing immediate access to funds without interest or fees, it enables employees to obtain care when needed, reducing the likelihood of deferred treatments due to cost concerns. This approach not only enhances employee health and well-being but also contributes to increased productivity and reduced absenteeism for employers.

#### Who Is the Company Behind MedZero?

- **Seller:** [MedZero](https://www.g2.com/sellers/medzero)
- **HQ Location:** Portland, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=28aacdcccfdb1adbbda0a466c4e647328b73a438798d8be840e7e1e54d226cbe&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmedzero%2F&secure%5Burl_type%5D=linkedin_company_website)  
16 employees on LinkedIn®

### [Money Starts Here](https://www.g2.com/products/money-starts-here/reviews)

Money Starts Here provides financial education programs that change lives and reduce the impact financial stress has on individuals, families, schools, businesses and communities.

#### Who Is the Company Behind Money Starts Here?

- **Seller:** [Money Starts Here](https://www.g2.com/sellers/money-starts-here)
- **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®

#### Who Uses This Product?

- **Company Size:** 100% Small

### [MyEva](https://www.g2.com/products/myeva/reviews)

MyEva is your friendly financial coach, here to help you with all your money-related matters from saving for the future, moving or buying a new home, to sorting out your retirement. Available as an employee benefit, MyEva can help you prioritise your outgoings, plan for the unexpected, and get on track for a healthy financial future.

#### Who Is the Company Behind MyEva?

- **Seller:** [Wealth Wizards Benefits Limited](https://www.g2.com/sellers/wealth-wizards-benefits-limited)
- **Year Founded:** 2009
- **HQ Location:** Warwick ,England ,United Kingdom
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=c1ac02879e104a251c979ffde00c0e25097ebcd3d4d45ff1ba39915e91d9c5da&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwealth-wizards-limited%2F&secure%5Burl_type%5D=linkedin_company_website)  
107 employees on LinkedIn®

### [My Plan Keeper](https://www.g2.com/products/my-plan-keeper/reviews)

My Plan Keeper builds retirement intelligence software. Grace AI is a conversational retirement intelligence that builds your complete financial picture through conversation, not a 47-question intake. You just talk to Grace. She remembers your numbers, reads your 401(k) statements, and tracks your Medicare timeline. Every conversation makes her smarter about your situation. Available through chat, voice, and WhatsApp. For individuals ($29 plans) and for financial services firms, employers, and 401(k) providers (embeddable B2B widget).

#### Who Is the Company Behind My Plan Keeper?

- **Seller:** [My Plan Keeper](https://www.g2.com/sellers/my-plan-keeper)
- **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=c0914d589b72c0967900a715331fd98b3fe632b1b3bede10341406aab4ce808f&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fmyplankeeper%2F&secure%5Burl_type%5D=linkedin_company_website)  
1 employees on LinkedIn®

### [ProAdmin](https://www.g2.com/products/proadmin/reviews)

ProAdmin is a tool which assists benefit analysts in determining benefits and easily connects to existing databases if needed.

#### Who Is the Company Behind ProAdmin?

- **Seller:** [Winklevoss Technologies](https://www.g2.com/sellers/winklevoss-technologies)
- **Year Founded:** 1987
- **HQ Location:** Greenwich, US
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=05ebb7602d5ff88935483a183c7aff5cd2012a10d1d1b5c9e5ad18eab7bfd937&secure%5Burl%5D=http%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwinklevoss-consultants&secure%5Burl_type%5D=linkedin_company_website)  
25 employees on LinkedIn®

### [PX3000](https://www.g2.com/products/px3000/reviews)

PX3000 provides you with the means to easily and efficiently manage and administer all pension and benefits plans and packages.

#### Who Is the Company Behind PX3000?

- **Seller:** [Penad Pension Services Ltd](https://www.g2.com/sellers/penad-pension-services-ltd)
- **Year Founded:** 1983
- **HQ Location:** Kitchener, CA
- **Twitter:** @penadpension  
24 Twitter followers
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=20099dbbba780b59dee930838ca3aeab2f6627729b14c7d7a63158688e2b5335&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fpenad-pension-services-limited%2F&secure%5Burl_type%5D=linkedin_company_website)  
20 employees on LinkedIn®

### [Rudder Fi Financial Wellness](https://www.g2.com/products/rudder-fi-financial-wellness/reviews)

Rudder Fi is a comprehensive employee financial wellness benefit. Rudder Fi empower employees to take control of their finances and to make sound financial decisions. Rudder Fi is centered around providing holistic tools to help employees get more from their current paycheck. Tools include automated budgeting, personalized advice, interactive financial workshops, and fun learning modules. We help employees set and reach financial goals, manage their debt, and build a secure financial future.

#### Who Is the Company Behind Rudder Fi Financial Wellness?

- **Seller:** [Rudder Fi](https://www.g2.com/sellers/rudder-fi)
- **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®

### [SAFE Credit Union Workplace Financial Wellness](https://www.g2.com/products/safe-credit-union-workplace-financial-wellness/reviews)

Advance your employees' financial health The health and vitality of your organization depend on your valued employees. With that in mind, we offer a customizable employer program with a suite of solutions designed to minimize financial distraction while improving your employees’ financial health — at no cost to you.

#### Who Is the Company Behind SAFE Credit Union Workplace Financial Wellness?

- **Seller:** [SAFE Credit Union](https://www.g2.com/sellers/safe-credit-union-69fbe878-8e5f-4654-a48a-84aa1db7259f)
- **Year Founded:** 1940
- **HQ Location:** Folsom, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=5130ab0d35d87b2c0f32e6695b972d1ec8b6d2ea75f3ec70afee8b094256eaf2&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fsafe-credit-union&secure%5Burl_type%5D=linkedin_company_website)  
776 employees on LinkedIn®

### [Tuition.io](https://www.g2.com/products/tuition-io-tuition-io/reviews)

Combat wage inflation with cost-effective methods to attract, retain, and develop talent through tax-advantaged benefits that help employees (and family members) navigate the ever increasing cost of education and the corresponding student loan debt. Tuition.io administers a wide range of Education Assistance Benefits for \>350 of the nation's largest health systems, school systems, government entities, and F500 employers. Their enterprise solutions include: Student Loan Wellness: Guided interface that optimizes employees' student loan repayment strategies -- uncovering an average of $200/month in dormant savings that help fuel retirement, emergencies, family goals, daily necessities and financial wellbeing as a whole. Public Service Loan Forgiveness: Get AND keep employees on track for government-funded loan forgiveness, tie their ongoing employment to large sums of loan forgiveness, and cut administrative costs by digitizing/automating the PSLF form filing process. Student Loan Contributions: Attract and retain talent by making tax-exempt contributions to employees’ student loan debt, immediately easing their financial concerns. Engage some or all of the workforce, while creating fixed, tiered, matched, and/or calculated contribution amounts that cater to the needs of your employees. Secure 2.0 Retirement Match: Leverage student loan payments as a mechanism to boost retirement savings through an employer match. Tuition Assistance: From foundational learning (GED, ESL, etc.) to traditional learning (Degrees) to everything in between (Trades, Scholarships, etc.), automate the administration of Tuition Assistance benefits, while strategically tying education spend to workforce objectives in a way that prevents overspend and poor educational outcomes. For more information, visit https://www.tuition.io/

#### Who Is the Company Behind Tuition.io?

- **Seller:** [Tuition.io](https://www.g2.com/sellers/tuition-io)
- **Year Founded:** 2011
- **HQ Location:** San Mateo, California, United States
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=8e55d3f5dad8dc17ba175de8ff72bccf29b39b32926de0b012b66defa3341371&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Ftuition-io&secure%5Burl_type%5D=linkedin_company_website)  
188 employees on LinkedIn®

### [Vebnet](https://www.g2.com/products/vebnet/reviews)

Vebnet offers a portal for flexible benefits and rewards administration.

#### Who Is the Company Behind Vebnet?

- **Seller:** [Standard Life Group](https://www.g2.com/sellers/standard-life-group)
- **Year Founded:** 1825
- **HQ Location:** Edinburgh, GB
- **Twitter:** @StandardLifeplc
- **LinkedIn® Page:** [www.linkedin.com](https://www.g2.com/external_clickthroughs/record?secure%5Bsource_type%5D=product_profile&secure%5Btoken%5D=f1ceb3069b6e48c5f8946cb885ed857f1cba36188913c4df36599d71b0f974cd&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fstandardlifeuk&secure%5Burl_type%5D=linkedin_company_website)  
1,033 employees on LinkedIn®

### [Waterfall Planning](https://www.g2.com/products/waterfall-planning/reviews)

Waterfall Planning is a financial wellness benefit platform built to give any employee the ability to build the 3 main principles of a financial plan without needing to link an account. The product is offered to employers who want to help their employees increase confidence in their personal finances, which reduces financial stress.

#### Who Is the Company Behind Waterfall Planning?

- **Seller:** [Waterfall Planning](https://www.g2.com/sellers/waterfall-planning)
- **Year Founded:** 2026
- **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=0a685ee2b5d1640d8ee455eeece70090babfb25f580c83d94724aa3c104cc028&secure%5Burl%5D=https%3A%2F%2Fwww.linkedin.com%2Fcompany%2Fwaterfall-planning%2F&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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