Top Free Financial Wellness Software

Check out our list of free Financial Wellness Software. Products featured on this list are the ones that offer a free trial version. As with most free versions, there are limitations, typically time or features.

If you'd like to see more products and to evaluate additional feature options, compare all Financial Wellness Software to ensure you get the right product.

View Free Financial Wellness Software

G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.
12 Financial Wellness Products Available
View all Financial Wellness Software
View all Financial Wellness Software

Spring

(76)4.9 out of 5
View top Consulting Services for Spring
OverviewUser Satisfaction
Product Description

Spring is a financial health and wellness benefit that helps employees reduce financial stress, increase financial education, and reach their financial goals and dreams. Spring is a recruitment, produ

Users: Teacher · Industries: Primary/Secondary Education, Education Management · Market Segment: 53% Mid-Market, 26% Enterprise
User SatisfactionWhat G2 Users Think
Spring features and usability ratings that predict user satisfaction
9.8
Ease of Use
Average: 9.1
9.7
Visualization
Average: 8.8
9.6
Education
Average: 8.7
9.7
Secure
Average: 9.0
What G2 Users ThinkSeller Details
Verified User in Education Management
AE
So many people struggle with financial stress. In schools, where compensation is already constrained and the talent market is declining, this... Read review
Verified User in Education Management
EE
In a tight budgetary environment, it was difficult for us to raise salaries as much as our teachers deserved - our teachers deserve to make... Read review
Seller Details
Year Founded
2015
HQ Location
Chicago, IL
Company Website
https://www.holbergfinancial.com
LinkedIn® Page
https://www.linkedin.com/company/holberg-financial/

Your Money Line

(58)4.6 out of 5
8th Easiest To Use in Financial Wellness software
OverviewUser Satisfaction
Product Description

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 off

Industries: Automotive, Primary/Secondary Education · Market Segment: 55% Mid-Market, 34% Enterprise
User SatisfactionWhat G2 Users Think
Your Money Line features and usability ratings that predict user satisfaction
8.9
Ease of Use
Average: 9.1
8.9
Visualization
Average: 8.8
9.0
Education
Average: 8.7
8.6
Secure
Average: 9.0
What G2 Users ThinkSeller Details
JB
I appreciate it being offered for free by my employer and will use it occasionally. Read review
Zachary L.
ZL
I think the cost per employee for what is offered here is really stellar. It's something like $50 per year per employee for the premium version,... Read review
Seller Details
Year Founded
2017
HQ Location
Indianapolis
Company Website
https://www.yourmoneyline.com
Twitter
@YourMoneyLine
LinkedIn® Page
https://www.linkedin.com/company/yourmoneyline
G2 Advertising
Sponsored
G2 Advertising
Get 2x conversion than Google Ads with G2 Advertising!
G2 Advertising places your product in premium positions on high-traffic pages and on targeted competitor pages to reach buyers at key comparison moments.

Tapcheck

(139)4.7 out of 5
Entry Level Price:Free
5th Easiest To Use in Financial Wellness software
OverviewUser Satisfaction
Product Description

Tapcheck is the leading on-demand pay provider, empowering employees to take control of payday. Seamlessly integrated with 300+ payroll and timekeeping systems, Tapcheck improves retention, simplifies

Users: Owner, Human Resources Manager · Industries: Hospital & Health Care, Health, Wellness and Fitness · Market Segment: 73% Mid-Market, 26% Small-Business
User SatisfactionWhat G2 Users Think
Tapcheck features and usability ratings that predict user satisfaction
9.5
Ease of Use
Average: 9.1
9.6
Visualization
Average: 8.8
9.4
Education
Average: 8.7
9.5
Secure
Average: 9.0
What G2 Users ThinkSeller Details
Verified User in Health, Wellness and Fitness
IH
Provides a safe, low cost method for our employees to access a paycheck advancement option, when needed (because sometimes payday is just too far... Read review
MM
The ease of use of the website. It does a few extra steps in payroll but they make it easy. Integration was very quick and easy as well. Read review
Seller Details
Year Founded
2019
HQ Location
Plano, US
Company Website
https://www.tapcheck.com/
Twitter
@tapcheckinc
LinkedIn® Page
https://www.linkedin.com/company/tapcheckinc/

Rain Technologies, Inc.

(60)4.8 out of 5
Entry Level Price:Free
4th Easiest To Use in Financial Wellness software
OverviewUser Satisfaction
Product Description

Rain is the leading financial health platform tackling the $1.9 trillion problem of employee disengagement caused by financial stress. We help employees move from paycheck-to-paycheck to financial res

Industries: Hospital & Health Care, Restaurants · Market Segment: 50% Mid-Market, 43% Enterprise
User SatisfactionWhat G2 Users Think
Rain Technologies, Inc. features and usability ratings that predict user satisfaction
9.8
Ease of Use
Average: 9.1
9.3
Visualization
Average: 8.8
8.1
Education
Average: 8.7
9.8
Secure
Average: 9.0
What G2 Users ThinkSeller Details
RM
We switched to Rain from another provider because they offered a free option for our employees. Also, they're not a bank but instead, actually... Read review
CS
I love the app. It super simple to use and also has Financial Wellness resources. Read review
Seller Details
Year Founded
2019
HQ Location
Santa Monica, US
Company Website
https://www.rainapp.com/
LinkedIn® Page
https://www.linkedin.com/company/rain-app/

SoFi at Work

(6)4.1 out of 5
OverviewUser Satisfaction
Product Description

Make SoFi work for your company. SoFi’s unique employee benefits - student loan contributions, refinancing, and education - offer an easy and comprehensive way to build financial wellness at your comp

Market Segment: 33% Mid-Market, 33% Small-Business
User SatisfactionWhat G2 Users Think
SoFi at Work features and usability ratings that predict user satisfaction
8.3
Ease of Use
Average: 9.1
9.2
Visualization
Average: 8.8
5.0
Education
Average: 8.7
8.9
Secure
Average: 9.0
What G2 Users ThinkSeller Details
Charbel H.
CH
sofi at work is a great software for money management Read review
Avinash P.
AP
The best feature which is Student loan assistance program, it is a game changer helping employees manage an pay their student debt more effectively. Read review
Seller Details
Year Founded
2011
HQ Location
Boston, MA
Company Website
https://www.socialfinance.org
Twitter
@SoFi
LinkedIn® Page
https://www.linkedin.com/company/socialfinance

Earnin

(12)4.3 out of 5
Entry Level Price:Free
OverviewUser Satisfaction
Product Description

Recruit, retain and improve employee productivity with the Earnin benefit. Earnin is a Financial Wellness platform specifically designed to help employees avoid debt, pay their bills, save for the fu

Market Segment: 58% Small-Business, 25% Enterprise
User SatisfactionWhat G2 Users Think
Earnin features and usability ratings that predict user satisfaction
9.6
Ease of Use
Average: 9.1
10.0
Visualization
Average: 8.8
5.0
Education
Average: 8.7
10.0
Secure
Average: 9.0
What G2 Users ThinkSeller Details
Brittany S.
BS
It is very easy to use and the support team is very responsive. Direct deposit is a requirement but other than that, it's easy to get started Read review
TS
It's very easy to set up and get started. Very clean interface. Read review
Seller Details
Year Founded
2012
HQ Location
Palo Alto, US
Company Website
https://www2.earnin.com/
Twitter
@earnin
LinkedIn® Page
https://www.linkedin.com/company/earnin/

Chime Workplace

(2)4.8 out of 5
Entry Level Price:Free
OverviewUser Satisfaction
Product Description

About Chime Workplace The enterprise division of Chime® (NASDAQ: CHYM) , a leading financial technology company, partners with leading employers to deliver financial wellness solutions that empower t

Market Segment: 100% Mid-Market
User SatisfactionWhat G2 Users Think
Chime Workplace features and usability ratings that predict user satisfaction
9.2
Ease of Use
Average: 9.1
10.0
Visualization
Average: 8.8
0.0
No information available
0.0
No information available
What G2 Users ThinkSeller Details
Jaime D.
JD
Uploading files directly to Workplace is easy, no hoops to jump through Read review
Seller Details
Year Founded
2012
HQ Location
San Francisco, US
Company Website
https://enterprise.chime.com
LinkedIn® Page
https://www.linkedin.com/company/chime-card/

Ezra Rewards

(2)5.0 out of 5
Free trial available
OverviewUser Satisfaction
Product Description

Ezra makes work rewarding for the frontline. Busy managers automate recognition and motivation with easy integrations into the software you already use in your operations. Employees receive the cash r

Market Segment: 100% Small-Business
User SatisfactionWhat G2 Users Think
Ezra Rewards features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 9.1
10.0
Visualization
Average: 8.8
7.5
Education
Average: 8.7
10.0
Secure
Average: 9.0
What G2 Users ThinkSeller Details
TB
Their customer service is outstanding. We've never had a better onboarding experience with any other service. Read review
Brian S.
BS
This platform offers our team a straightforward way to save money intentionally and work towards greater financial independence. Read review
Seller Details
HQ Location
N/A
Company Website
https://tryezra.com
LinkedIn® Page
https://www.linkedin.com/company/ezra-financial/

Best Money Moves

(1)4.0 out of 5
Entry Level Price:$0.00 Any size system
OverviewUser Satisfaction
Product Description

Best Money Moves is a mobile-first service designed to help people measure financial stress and then dial it down in order to get control of their financial lives. The service is sold to employers who

Market Segment: 100% Enterprise
User SatisfactionWhat G2 Users Think
Best Money Moves features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 9.1
6.7
Visualization
Average: 8.8
8.3
Education
Average: 8.7
10.0
Secure
Average: 9.0
What G2 Users ThinkSeller Details
DS
Best Money Moves assisted me with financial literacy lessons in the form of short lessons.The practise questions and games make the course fun and... Read review
Seller Details
Year Founded
2016
HQ Location
Glencoe, US
Company Website
https://bestmoneymoves.com/
Twitter
@bestmoneymoves
LinkedIn® Page
https://www.linkedin.com/company/10856560/

Origin

(1)4.0 out of 5
OverviewUser Satisfaction
Product Description

Origin – The All-in-One Financial Wellness Platform Origin empowers employees to take control of their finances with a comprehensive financial wellness solution. From budgeting and investing to tax

Market Segment: 100% Small-Business
User SatisfactionWhat G2 Users Think
Origin features and usability ratings that predict user satisfaction
8.3
Ease of Use
Average: 9.1
10.0
Visualization
Average: 8.8
10.0
Education
Average: 8.7
10.0
Secure
Average: 9.0
What G2 Users ThinkSeller Details
Blake M.
BM
Origin Financial has been a game-changer for managing my financial well-being. The platform is user-friendly, and the personalized financial advice... Read review
Seller Details
Year Founded
2018
HQ Location
Boston, US
Company Website
https://www.useorigin.com/
LinkedIn® Page
https://www.linkedin.com/company/origin-financialsf/

Cent Capital

0 ratings
OverviewUser Satisfaction
Product Description

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 Gene

User SatisfactionSeller Details
Cent Capital features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2025
HQ Location
New York, US
Company Website
https://cent.capital
Twitter
@centcapglobal
LinkedIn® Page
https://www.linkedin.com/company/cent-capital/

Tuition.io

0 ratings
OverviewUser Satisfaction
Product Description

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 e

User SatisfactionSeller Details
Tuition.io features and usability ratings that predict user satisfaction
0.0
No information available
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2011
HQ Location
San Mateo, California, United States
Company Website
https://tuition.io
LinkedIn® Page
https://www.linkedin.com/company/tuition-io