# The Top 20 Financial Wellness Software Check out this list of the top Financial Wellness Software products based on user satisfaction. A product's satisfaction score is calculated by a[proprietary algorithm](https://sell.g2.com/g2-scoring-methodologies)that factors in real-user satisfaction ratings from review data. Software buyers can compare products according to their satisfaction scores to streamline the buying process and quickly identify the best products based on the experiences of their peers. 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All SegmentsEnterprise ( \>1000 emp.)Mid-Market (51-1000 emp.)Small Business (50 or fewer emp.)All RegionsAsiaNorth America The Top 20 Financial Wellness Software [![linkedin](/assets/social-logos/linkedin-afe65e46604a5bd5105ab9c856116204040b6b3f2b2d42562fc8071ca0c48ca0.svg "linkedin")](https://www.linkedin.com/shareArticle?mini=true&summary=Compare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.&title=Highest+Rated+Financial+Wellness+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-wellness%3Ftab%3Dhighest_rated) [![twitter](/assets/social-logos/twitter-61aaec80434c71387b8f7326e480592eae71c0a65afd051d66fce9b75a9bf417.svg "twitter")](https://twitter.com/intent/tweet?text=Highest+Rated+Financial+Wellness+Software+in+2026+%7C+G2&url=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-wellness%3Ftab%3Dhighest_rated&via=G2dotcom) [![facebook](/assets/social-logos/facebook-350d0b410d6b10debcf893050e803a8633d53561aa42807b087b8daf9be3668f.svg "facebook")](https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-wellness%3Ftab%3Dhighest_rated) [![gmail](/assets/social-logos/gmail-6db42f21e7c254fae201b112bef0dd15d25223a5cbb32691ce80eab43761eadf.svg "gmail")](https://mail.google.com/mail/?view=cm&fs=1&tf=1&to=&su=Highest+Rated+Financial+Wellness+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-wellness%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) [![mail](/assets/social-logos/mail-d55c53b04bf49872e40cd2443b85a99caa23394e6cf154ae32a9d08377c15d86.svg "mail")](mailto:?subject=Highest+Rated+Financial+Wellness+Software+in+2026+%7C+G2&body=https%3A%2F%2Fwww.g2.com%2Fcategories%2Ffinancial-wellness%3Ftab%3Dhighest_rated%0aCompare+the+best+business+software+and+services+based+on+user+ratings+and+social+data.+Reviews+for+CRM%2C+ERP%2C+CAD%2C+PDM%2C+HR%2C+and+Marketing+software.) ![copy_link](/assets/social-logos/copy_link-05d8dc5dc8576fc78425ad34d07241b060878835e555a30417ff41c18335e575.svg "copy\_link") All SegmentsEnterprise ( \>1000 emp.)Mid-Market (51-1000 emp.)Small Business (50 or fewer emp.)All RegionsAsiaNorth America [Collapse AllExpand All](#) G2 Satisfaction Score Information Compare [Expand/Collapse SmartDollar](#) #1 [![SmartDollar](https://images.g2crowd.com/uploads/product/hd_favicon/919c2e1b3bdbc22bd42bc574711334f8/smartdollar.svg)](/products/smartdollar/reviews) [SmartDollar](/products/smartdollar/reviews "SmartDollar") 100 [Expand/Collapse SmartDollar](#) Overall Satisfaction Score 100 Top Industries of Reviewers: Construction 48% Manufacturing 31% Hospital & Health Care 13% Government Administration 9% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.3 Meets Requirements Average: 9.5 9.4 Ease of Doing Business With Average: 6.7 9.7 Ease of Setup Average: 8.5 9.4 Quality of Support Average: 9.3 9.7 Ease of Admin Average: 6.7 9.5 [Expand/Collapse Tapcheck](#) #2 [![Tapcheck](https://images.g2crowd.com/uploads/product/hd_favicon/a9a905e83ace9bcd9249515e21cfd729/tapcheck.svg)](/products/tapcheck/reviews) [Tapcheck](/products/tapcheck/reviews "Tapcheck") 68 [Expand/Collapse Tapcheck](#) Overall Satisfaction Score 68 Top Industries of Reviewers: Hospital & Health Care 67% Health, Wellness and Fitness 20% Restaurants 10% Food & Beverages 3% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 10.0 Meets Requirements Average: 9.5 10.0 Ease of Doing Business With Average: 6.7 9.7 Ease of Setup Average: 8.5 9.9 Quality of Support Average: 9.3 9.6 Ease of Admin Average: 6.7 10.0 [Expand/Collapse Rain Technologies, Inc.](#) #3 [![Rain Technologies, Inc.](https://images.g2crowd.com/uploads/product/hd_favicon/464bd56043d52b09175614102b4cfdc2/rain-technologies-inc.svg)](/products/rain-technologies-inc/reviews) [Rain Technologies, Inc.](/products/rain-technologies-inc/reviews "Rain Technologies, Inc.") 68 [Expand/Collapse Rain Technologies, Inc.](#) Overall Satisfaction Score 68 Top Industries of Reviewers: Restaurants 43% Non-Profit Organization Management 29% Food & Beverages 14% Hospital & Health Care 14% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.9 Meets Requirements Average: 9.5 10.0 Ease of Doing Business With Average: 6.7 9.8 Ease of Setup Average: 8.5 9.8 Quality of Support Average: 9.3 9.8 Ease of Admin Average: 6.7 9.9 [Expand/Collapse ZayZoon](#) #4 [![ZayZoon](https://images.g2crowd.com/uploads/product/hd_favicon/48d19649f0b14c39ba8a51cb4134c926/zayzoon.svg)](/products/zayzoon/reviews) [ZayZoon](/products/zayzoon/reviews "ZayZoon") 67 [Expand/Collapse ZayZoon](#) Overall Satisfaction Score 67 Top Industries of Reviewers: Hospital & Health Care 47% Health, Wellness and Fitness 21% Consumer Services 16% Construction 16% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.7 Meets Requirements Average: 9.5 9.8 Ease of Doing Business With Average: 6.7 9.9 Ease of Setup Average: 8.5 9.7 Quality of Support Average: 9.3 9.7 Ease of Admin Average: 6.7 9.8 [Expand/Collapse DailyPay](#) #5 [![DailyPay](https://images.g2crowd.com/uploads/product/hd_favicon/97068234479a0127b1e7c90431f34e79/dailypay.svg)](/products/dailypay/reviews) [DailyPay](/products/dailypay/reviews "DailyPay") 67 [Expand/Collapse DailyPay](#) Overall Satisfaction Score 67 Top Industries of Reviewers: Retail 37% Restaurants 26% Hospital & Health Care 22% Manufacturing 15% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.7 Meets Requirements Average: 9.5 9.9 Ease of Doing Business With Average: 6.7 9.9 Ease of Setup Average: 8.5 9.6 Quality of Support Average: 9.3 9.8 Ease of Admin Average: 6.7 9.5 [Expand/Collapse Spring](#) #6 [![Spring](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_85794e0e6e851de0d7ff853c4fb3aec5/hello-spring.png)](/products/hello-spring/reviews) [Spring](/products/hello-spring/reviews "Spring") 62 [Expand/Collapse Spring](#) Overall Satisfaction Score 62 Top Industries of Reviewers: Primary/Secondary Education 64% Education Management 22% Marketing and Advertising 10% Accounting 3% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.8 Meets Requirements Average: 9.5 9.7 Ease of Doing Business With Average: 6.7 10.0 Ease of Setup Average: 8.5 9.8 Quality of Support Average: 9.3 9.8 Ease of Admin Average: 6.7 9.3 [Expand/Collapse Payactiv](#) #7 [![Payactiv](https://images.g2crowd.com/uploads/product/hd_favicon/234e69b85edda365e4a540613a553bf1/payactiv.svg)](/products/payactiv/reviews) [Payactiv](/products/payactiv/reviews "Payactiv") 61 [Expand/Collapse Payactiv](#) Overall Satisfaction Score 61 Top Industries of Reviewers: Hospital & Health Care 67% Retail 14% Non-Profit Organization Management 10% Health, Wellness and Fitness 10% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.7 Meets Requirements Average: 9.5 9.6 Ease of Doing Business With Average: 6.7 9.6 Ease of Setup Average: 8.5 9.6 Quality of Support Average: 9.3 9.7 Ease of Admin Average: 6.7 9.0 [Expand/Collapse Peanut Butter](#) #8 [![Peanut Butter](https://images.g2crowd.com/uploads/product/hd_favicon/40fdd0c632480916f06ba923509285a4/peanut-butter.svg)](/products/peanut-butter/reviews) [Peanut Butter](/products/peanut-butter/reviews "Peanut Butter") 60 [Expand/Collapse Peanut Butter](#) Overall Satisfaction Score 60 Top Industries of Reviewers: Education Management 37% Financial Services 29% Staffing and Recruiting 21% Banking 13% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.6 Meets Requirements Average: 9.5 9.6 Ease of Doing Business With Average: 6.7 9.7 Ease of Setup Average: 8.5 9.6 Quality of Support Average: 9.3 9.7 Ease of Admin Average: 6.7 9.6 [Expand/Collapse Your Money Line](#) #9 [![Your Money Line](https://images.g2crowd.com/uploads/product/hd_favicon/167566dd26de064ea148dac959032f5d/your-money-line.svg)](/products/your-money-line/reviews) [Your Money Line](/products/your-money-line/reviews "Your Money Line") 54 [Expand/Collapse Your Money Line](#) Overall Satisfaction Score 54 Top Industries of Reviewers: Automotive 52% Primary/Secondary Education 19% Accounting 14% Hospital & Health Care 14% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.1 Meets Requirements Average: 9.5 9.4 Ease of Doing Business With Average: 6.7 10.0 Ease of Setup Average: 8.5 9.1 Quality of Support Average: 9.3 9.4 Ease of Admin Average: 6.7 10.0 [Expand/Collapse Betterment at Work](#) #10 [![Betterment at Work](https://images.g2crowd.com/uploads/product/hd_favicon/80255cbf814772b065215ac96c5aa13d/betterment-at-work.svg)](/products/betterment-at-work/reviews) [Betterment at Work](/products/betterment-at-work/reviews "Betterment at Work") 54 [Expand/Collapse Betterment at Work](#) Overall Satisfaction Score 54 Top Industries of Reviewers: Information Technology and Services 48% Marketing and Advertising 17% Financial Services 17% Retail 17% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.3 Meets Requirements Average: 9.5 9.1 Ease of Doing Business With Average: 6.7 9.6 Ease of Setup Average: 8.5 8.8 Quality of Support Average: 9.3 8.5 Ease of Admin Average: 6.7 9.6 [Expand/Collapse Branch](#) #11 [![Branch](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_b904cc93958c2b79672fd4882402c562/branch-branch.png)](/products/branch-branch/reviews) [Branch](/products/branch-branch/reviews "Branch") 53 [Expand/Collapse Branch](#) Overall Satisfaction Score 53 Top Industries of Reviewers: Restaurants 33% Food & Beverages 28% Consumer Services 22% Retail 17% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.4 Meets Requirements Average: 9.5 9.6 Ease of Doing Business With Average: 6.7 9.8 Ease of Setup Average: 8.5 9.2 Quality of Support Average: 9.3 9.8 Ease of Admin Average: 6.7 9.1 [Expand/Collapse Refyne](#) #12 [![Refyne](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_4cc765e98ddc87ef13d2bd1a6c6ac23f/refyne.jpeg)](/products/refyne/reviews) [Refyne](/products/refyne/reviews "Refyne") 41 [Expand/Collapse Refyne](#) Overall Satisfaction Score 41 Top Industries of Reviewers: Education Management 45% Consumer Services 30% Accounting 15% Financial Services 10% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.6 Meets Requirements Average: 9.5 9.6 Ease of Doing Business With Average: 6.7 0.0 Ease of Setup Average: 8.5 9.5 Quality of Support Average: 9.3 9.4 Ease of Admin Average: 6.7 0.0 [Expand/Collapse Wisely® by ADP](#) #13 [![Wisely® by ADP](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_908272da850f986e4cd74d67eeda487c/wisely-by-adp.png)](/products/wisely-by-adp/reviews) [Wisely® by ADP](/products/wisely-by-adp/reviews "Wisely® by ADP") 41 [Expand/Collapse Wisely® by ADP](#) Overall Satisfaction Score 41 Top Industries of Reviewers: Education Management 25% Entertainment 25% Automotive 25% Financial Services 25% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.2 Meets Requirements Average: 9.5 9.3 Ease of Doing Business With Average: 6.7 8.6 Ease of Setup Average: 8.5 9.7 Quality of Support Average: 9.3 9.3 Ease of Admin Average: 6.7 9.3 [Expand/Collapse Netspend Skylight PayOptions](#) #14 [![Netspend Skylight PayOptions](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_bf2a7d95abb1e1fd8c4f54526f434752/netspend-skylight-payoptions.jpg)](/products/netspend-skylight-payoptions/reviews) [Netspend Skylight PayOptions](/products/netspend-skylight-payoptions/reviews "Netspend Skylight PayOptions") 37 [Expand/Collapse Netspend Skylight PayOptions](#) Overall Satisfaction Score 37 Top Industries of Reviewers: Staffing and Recruiting 44% Restaurants 22% Food & Beverages 22% Building Materials 11% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.6 Meets Requirements Average: 9.5 8.8 Ease of Doing Business With Average: 6.7 9.3 Ease of Setup Average: 8.5 9.7 Quality of Support Average: 9.3 8.2 Ease of Admin Average: 6.7 10.0 [Expand/Collapse LearnLux](#) #15 [![LearnLux](https://images.g2crowd.com/uploads/product/hd_favicon/a413cadeec7ba92ce1396f9463096c2d/learnlux.svg)](/products/learnlux/reviews) [LearnLux](/products/learnlux/reviews "LearnLux") 34 [Expand/Collapse LearnLux](#) Overall Satisfaction Score 34 Top Industries of Reviewers: Construction 57% Arts and Crafts 14% Biotechnology 14% Apparel & Fashion 14% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.6 Meets Requirements Average: 9.5 9.8 Ease of Doing Business With Average: 6.7 0.0 Ease of Setup Average: 8.5 0.0 Quality of Support Average: 9.3 9.8 Ease of Admin Average: 6.7 0.0 [Expand/Collapse FinFit](#) #16 [![FinFit](https://images.g2crowd.com/uploads/product/hd_favicon/1d0db1f4a05467dd813069b7c2349558/finfit.svg)](/products/finfit/reviews) [FinFit](/products/finfit/reviews "FinFit") 33 [Expand/Collapse FinFit](#) Overall Satisfaction Score 33 Top Industries of Reviewers: Accounting 36% Computer Software 27% Construction 18% Financial Services 18% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.0 Meets Requirements Average: 9.5 9.0 Ease of Doing Business With Average: 6.7 8.8 Ease of Setup Average: 8.5 8.9 Quality of Support Average: 9.3 8.9 Ease of Admin Average: 6.7 9.0 [Expand/Collapse Paytient](#) #17 [![Paytient](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_139e95f5d6ce26e9949ef36c67123006/paytient.png)](/products/paytient/reviews) [Paytient](/products/paytient/reviews "Paytient") 30 [Expand/Collapse Paytient](#) Overall Satisfaction Score 30 Top Industries of Reviewers: Primary/Secondary Education 34% Hospital & Health Care 31% Education Management 28% Higher Education 7% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 10.0 Meets Requirements Average: 9.5 9.9 Ease of Doing Business With Average: 6.7 0.0 Ease of Setup Average: 8.5 0.0 Quality of Support Average: 9.3 9.6 Ease of Admin Average: 6.7 0.0 [Expand/Collapse edukate](#) #18 [![edukate](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_2455173324a4694b34b041ef320ce5dd/edukate.jpg)](/products/edukate/reviews) [edukate](/products/edukate/reviews "edukate") 24 [Expand/Collapse edukate](#) Overall Satisfaction Score 24 Top Industries of Reviewers: Computer Software 50% Information Technology and Services 25% Consulting 17% Consumer Services 8% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 9.3 Meets Requirements Average: 9.5 9.2 Ease of Doing Business With Average: 6.7 0.0 Ease of Setup Average: 8.5 9.5 Quality of Support Average: 9.3 8.7 Ease of Admin Average: 6.7 0.0 [Expand/Collapse MoneyWellth](#) #19 [![MoneyWellth](https://images.g2crowd.com/uploads/product/hd_favicon/ba6a3870615431f75e5f92a12eae9f39/moneywellth.svg)](/products/moneywellth/reviews) [MoneyWellth](/products/moneywellth/reviews "MoneyWellth") 16 [Expand/Collapse MoneyWellth](#) Overall Satisfaction Score 16 Top Industries of Reviewers: Financial Services 44% Information Technology and Services 22% Automotive 22% Civil Engineering 11% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 8.7 Meets Requirements Average: 9.5 8.9 Ease of Doing Business With Average: 6.7 0.0 Ease of Setup Average: 8.5 8.7 Quality of Support Average: 9.3 8.6 Ease of Admin Average: 6.7 0.0 [Expand/Collapse HelloWallet](#) #20 [![HelloWallet](https://images.g2crowd.com/uploads/product/image/thumb_square/thumb_square_3cad3a530a5180a57805651296c84969/hellowallet.png)](/products/hellowallet/reviews) [HelloWallet](/products/hellowallet/reviews "HelloWallet") 16 [Expand/Collapse HelloWallet](#) Overall Satisfaction Score 16 Top Industries of Reviewers: Information Technology and Services 43% Financial Services 29% E-Learning 14% Education Management 14% Ratings from Reviews (out of 10): Ease of Use Average: 9.5 8.9 Meets Requirements Average: 9.5 8.6 Ease of Doing Business With Average: 6.7 0.0 Ease of Setup Average: 8.5 9.6 Quality of Support Average: 9.3 9.0 Ease of Admin Average: 6.7 0.0