Workplace Financial Wellness Services Directory

This Directory has a variety of workplace financial wellness providers that work with companies to implement financial wellness services and programs.

Click on the services below in orange to find the related workplace financial wellness providers.

For more context about this Directory and the services listed below, take a look at our Workplace Financial Wellness Services: A Primer for Employers. For guidance on how to find financial wellness programs that fit your needs, take a look at our how-to guides on the right.

The Center for Social Development and Prosperity Now do not endorse, sponsor or promote any of the products or services offered by providers in the Workplace Financial Wellness Services Directory. These services have not been tested or evaluated by the Center for Social Development or Prosperity Now, and the descriptions have been provided by the service providers themselves. Employers should exercise caution and due diligence to ascertain the appropriateness, quality and value of these products and services.
Activehours Inc
Service(s) Offered
Short-Term Loans & Accrued Wage Advances
Geography Served
National
Size of Employer Served
Large, 1000+ Employees
Alice
Service(s) Offered
Savings Products & Services
Geography Served
National
Size of Employer Served
Medium, 100 - 999 Employees
Alltech Financial
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Geography Served
Select states
Size of Employer Served
Medium, 100 - 999 Employees
Andlosa Education
Service(s) Offered
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Savings Products & Services
Geography Served
National
Size of Employer Served
All sizes
Apprisen
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Geography Served
National
Apprisen serves employers nationwide and has physical locations in Indiana, Kentucky, Ohio, & Tennessee. Apprisen can provide on-site financial education in those states.
Size of Employer Served
Medium, 100 - 999 Employees
Best Money Moves
Service(s) Offered
Financial Counseling & Coaching Services
Online Financial Management Tools
Geography Served
National
Size of Employer Served
Large, 1000+ Employees
BofI Federal Bank
Service(s) Offered
Debt Management Services
Financial Education Classes & Seminars
Online Financial Management Tools
Savings Products & Services
Geography Served
National
Size of Employer Served
All sizes
CASH Campaign Of Maryland Inc
Service(s) Offered
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Geography Served
Select states
Maryland
Size of Employer Served
Medium, 100 - 999 Employees
Cinch Financial
Service(s) Offered
Debt Management Services
Online Financial Management Tools
Savings Products & Services
Geography Served
National
Size of Employer Served
Small, < 100 Employees
Coach Connections, LLC
Service(s) Offered
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Geography Served
National
Size of Employer Served
Medium, 100 - 999 Employees
CommonBond, Inc.
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Geography Served
National
Size of Employer Served
Large, 1000+ Employees
Community Financial Resources
Service(s) Offered
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Savings Products & Services
Geography Served
National
Size of Employer Served
Medium, 100 - 999 Employees
Community Loan Center of Austin
Service(s) Offered
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Short-Term Loans & Accrued Wage Advances
Geography Served
Select cities or counties
Cities and communities within Travis County, Texas
Size of Employer Served
Large, 1000+ Employees
Community Loan Center of Dallas
Service(s) Offered
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Short-Term Loans & Accrued Wage Advances
Geography Served
Select cities or counties
Dallas County
Size of Employer Served
Large, 1000+ Employees
Community Loan Center of West Central Indiana
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Savings Products & Services
Short-Term Loans & Accrued Wage Advances
Geography Served
Select cities or counties
Community Loan Center of West Central Indiana primarily provides services to ten counties in West-Central Indiana, however, Community Loan Center of West Central Indiana has clients and partners cross the state of Indiana.
Size of Employer Served
Medium, 100 - 999 Employees
Consolidated Credit
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Geography Served
National
Size of Employer Served
Medium, 100 - 999 Employees
DACY Financial Wellness
Service(s) Offered
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Geography Served
National
Size of Employer Served
Small, < 100 Employees
DoubleNet Pay
Service(s) Offered
Debt Management Services
Online Financial Management Tools
Savings Products & Services
Geography Served
National
Size of Employer Served
Large, 1000+ Employees
Enrich
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Savings Products & Services
Geography Served
International
Size of Employer Served
Large, 1000+ Employees
Even
Service(s) Offered
Online Financial Management Tools
Savings Products & Services
Short-Term Loans & Accrued Wage Advances
Geography Served
National
Size of Employer Served
Large, 1000+ Employees
FELA | LifeCents
Service(s) Offered
Debt Management Services
Financial Education Classes & Seminars
Online Financial Management Tools
Savings Products & Services
Short-Term Loans & Accrued Wage Advances
Geography Served
International
Size of Employer Served
All sizes
Fiercely Financial Coaching
Service(s) Offered
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Geography Served
National
Size of Employer Served
All sizes
Financial Center First Credit Union
Service(s) Offered
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Savings Products & Services
Geography Served
Select states
Work with organizations in Indiana
Size of Employer Served
Medium, 100 - 999 Employees
Financial Finesse
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Geography Served
National
Size of Employer Served
Large, 1000+ Employees
Financial Fitness Group
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Savings Products & Services
Geography Served
National
Size of Employer Served
Large, 1000+ Employees
FinFit
Service(s) Offered
Online Financial Management Tools
Short-Term Loans & Accrued Wage Advances
Geography Served
National
Size of Employer Served
All sizes
FlexWage Solutions LLC
Service(s) Offered
Online Financial Management Tools
Short-Term Loans & Accrued Wage Advances
Geography Served
National
Size of Employer Served
All sizes
Four Seasons Financial Education
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Geography Served
National
Size of Employer Served
Large, 1000+ Employees
Horizons: A Family Service Alliance
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Geography Served
Select states
Horizons provides its services to clients in the state of Iowa
Size of Employer Served
Small, < 100 Employees
Kashable
Service(s) Offered
Debt Management Services
Geography Served
National
Size of Employer Served
Medium, 100 - 999 Employees
LearnVest
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Savings Products & Services
Short-Term Loans & Accrued Wage Advances
Geography Served
National
Size of Employer Served
Large, 1000+ Employees
LifeSpan
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Geography Served
Select cities or counties
Southwest Ohio
Size of Employer Served
All sizes
LSS Financial Counseling
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Geography Served
National
Size of Employer Served
All sizes
Mapping Your Future
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Geography Served
National
Size of Employer Served
Medium, 100 - 999 Employees
Money Starts Here, LLC
Service(s) Offered
Financial Education Classes & Seminars
Geography Served
International
Size of Employer Served
All sizes
Neighborhood Trust Financial Partners
Service(s) Offered
Financial Counseling & Coaching Services
Short-Term Loans & Accrued Wage Advances
Geography Served
National
Size of Employer Served
Large, 1000+ Employees
Onward Financial, Inc.
Service(s) Offered
Online Financial Management Tools
Savings Products & Services
Short-Term Loans & Accrued Wage Advances
Geography Served
Select cities or counties
Currently restricted to Kansas City, Missouri
Size of Employer Served
Medium, 100 - 999 Employees
PayActiv, Inc.
Service(s) Offered
Financial Counseling & Coaching Services
Online Financial Management Tools
Savings Products & Services
Short-Term Loans & Accrued Wage Advances
Geography Served
National
Size of Employer Served
All sizes
PerkUp
Service(s) Offered
Online Financial Management Tools
Savings Products & Services
Short-Term Loans & Accrued Wage Advances
Geography Served
Select states
The Gulf South Region, from Texas to Florida
Size of Employer Served
Medium, 100 - 999 Employees
Pro Financial Health
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Geography Served
National
Size of Employer Served
Large, 1000+ Employees
Prudential Group Insurance
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Geography Served
National
Size of Employer Served
Large, 1000+ Employees
PwC
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Geography Served
International
PwC serves both US domestic organizations as well multinational organizations with a US presence.
Size of Employer Served
Large, 1000+ Employees
QAR Financial Wellness
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Geography Served
National
Size of Employer Served
Medium, 100 - 999 Employees
Questis
Service(s) Offered
Debt Management Services
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Savings Products & Services
Short-Term Loans & Accrued Wage Advances
Geography Served
National
Can also work with overseas employers
Size of Employer Served
Large, 1000+ Employees
Sage Financial Solutions
Service(s) Offered
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Geography Served
National
San Francisco Bay Area and beyond
Size of Employer Served
Small, < 100 Employees
SpringFour
Service(s) Offered
Debt Management Services
Savings Products & Services
Geography Served
National
Size of Employer Served
Large, 1000+ Employees
Stand By Me
Service(s) Offered
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Online Financial Management Tools
Savings Products & Services
Geography Served
Select states
Delaware
Size of Employer Served
Medium, 100 - 999 Employees
Sum180
Service(s) Offered
Financial Counseling & Coaching Services
Online Financial Management Tools
Geography Served
National
Size of Employer Served
Large, 1000+ Employees
TrueConnect
Service(s) Offered
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Short-Term Loans & Accrued Wage Advances
Geography Served
National
Size of Employer Served
All sizes
Working Credit NFP
Service(s) Offered
Financial Counseling & Coaching Services
Financial Education Classes & Seminars
Savings Products & Services
Geography Served
National
Size of Employer Served
All sizes