Modern financial wellness for your employees.
Offer comprehensive financial wellness and advising to your team, covering everything from equity to benefits.
As seen in
Standout with a forward-thinking benefit
Show your employees you care about their financial wellness with a benefit that stands out. Only the most progressive 25% of companies offer financial wellness.
Surprisingly affordable
By leveraging automation and AI, you can offer your employees 10x advising experience at 1/10th the price.
Expertly guide your team on stock and benefits
Your employees are coming to you for advice on their stock and benefits. Finally give them the help they deserve, any time they need it.
Answer HR questions that you can’t legally address
Give your employees the support they need around their benefits and equity, while staying fully compliant with the law.
Bank-level security and integration
Your employees and company’s information is secured with bank-level encryption and fully integrated with Rippling.
Increase benefit utilization
We understand your benefits and equity. Let us help you explain your value to your employees, and help make the most of them.
Trusted by world-class financial institutions
The concierge for your
employees’ financial lives.
employees’ financial lives.
Comprehensive financial planning and anytime messaging with a financial advisor.
Backed by world-class fintech execs and founders from
THE SECRET?
Combining the magic of humans and AI.
Automated to keep costs down. Human to be authentic and personalized.
Trusted and loved by thousands
Let’s work together 🤍