Best Financial Wellness Software - Page 3

Jeffrey Lin
JL
Researched and written by Jeffrey Lin

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 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
Show More
Show Less

Featured Financial Wellness Software At A Glance

Leader:
SmartDollar
SmartDollar
Highest Performer:
Tapcheck
Tapcheck
Easiest to Use:
Betterment at Work
Betterment at Work
Top Trending:
SmartDollar
SmartDollar
Show More
Show Less

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.

  • Segment
  • Rating
  • Language
  • Pricing
  • Earned wage access
No filters applied
  • Segment
  • Rating
  • Language
  • Pricing
  • Earned wage access
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Earned wage access
Sort by
Clear All
83 Listings in Financial Wellness Available
  • Sort By:
    G2 Score

Questis

(3)4.0 out of 5
OverviewUser Satisfaction
Product Description

Questis is a workforce financial empowerment company providing a complete personal finance solution. We help businesses become life-changing employers by helping employees solve the root causes of fin

Market Segment: 100% Small-Business
User SatisfactionSeller Details
Questis features and usability ratings that predict user satisfaction
5.0
Ease of Use
Average: 9.1
8.3
Visualization
Average: 8.8
8.3
Education
Average: 8.7
8.3
Secure
Average: 9.0
Seller Details
Year Founded
2014
HQ Location
New York City, US
Company Website
https://www.myquestis.com
Twitter
@myquestis
LinkedIn® Page
https://www.linkedin.com/company/questisinc/

VIVA Financial Wellness Program

(3)4.2 out of 5
OverviewUser Satisfaction
Product Description

VIVA improves employees' financial well-being through its affordable lending program and financial education resources.

Market Segment: 67% Mid-Market, 33% Enterprise
User SatisfactionSeller Details
VIVA Financial Wellness Program features and usability ratings that predict user satisfaction
8.3
Ease of Use
Average: 9.1
8.3
Visualization
Average: 8.8
8.3
Education
Average: 8.7
8.3
Secure
Average: 9.0
Seller Details
Year Founded
2019
HQ Location
Atlanta, US
Company Website
https://viva-finance.com
LinkedIn® Page
https://www.linkedin.com/company/viva-finance
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.
Learn More

AdviceGames

(2)4.0 out of 5
OverviewUser Satisfaction
Product Description

The platform is the engine behind financial games and gamification. This enables the financial services firms in Europe to activate their customers for sustainable financial behaviour.

Market Segment: 50% Small-Business, 50% Mid-Market
User SatisfactionSeller Details
AdviceGames features and usability ratings that predict user satisfaction
8.3
Ease of Use
Average: 9.1
6.7
Visualization
Average: 8.8
8.3
Education
Average: 8.7
6.7
Secure
Average: 9.0
Seller Details
Year Founded
2013
HQ Location
The Hague, NL
Company Website
https://www.advicegames.com/
Twitter
@AdviceRobo_
LinkedIn® Page
https://www.linkedin.com/company/5049038

Chime Workplace

(2)4.8 out of 5
Entry Level Price:Free
OverviewPros and Cons
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
Pros and ConsUser Satisfaction
ProsEase of Use, Access Availability, Accessibility, Benefits, Customer Support
ConsLimited Customization, Payroll Issues, Timekeeping Issues
User SatisfactionSeller Details
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
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/

compdesk

(2)3.3 out of 5
OverviewPros and Cons
Product Description

Compdesk allows employees to manage their equity compensation, and optimize their retirement planning. Equity compensation can be life-changing, but creating a strategy to manage stock options is

Market Segment: 50% Enterprise, 50% Mid-Market
Pros and ConsUser Satisfaction
ProsEducational Resources, Investment Options
User SatisfactionSeller Details
compdesk features and usability ratings that predict user satisfaction
7.5
Ease of Use
Average: 9.1
8.3
Visualization
Average: 8.8
5.0
Education
Average: 8.7
8.3
Secure
Average: 9.0
Seller Details
HQ Location
N/A
Company Website
https://www.compdesk.com
LinkedIn® Page
https://www.linkedin.com/company/No-Linkedin-Presence-Added-Intentionally-By-DataOps

Ezra Rewards

(2)5.0 out of 5
Free trial available
OverviewPros and Cons
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
Pros and ConsUser Satisfaction
ProsCost Efficiency, Customer Support, Ease of Use, Efficiency, Implementation Ease
ConsError Handling, Technical Problems
User SatisfactionSeller Details
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
Seller Details
HQ Location
N/A
Company Website
https://tryezra.com
LinkedIn® Page
https://www.linkedin.com/company/ezra-financial/

Giftofcollege

(2)4.3 out of 5
OverviewUser Satisfaction
Product Description

Employers can now give the Benefit of Financial Wellness with Gift of College.

Market Segment: 100% Small-Business
User SatisfactionSeller Details
Giftofcollege features and usability ratings that predict user satisfaction
8.3
Ease of Use
Average: 9.1
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2007
HQ Location
Phoenix, US
Company Website
https://www.giftofcollege.com/
Twitter
@GiftofCollege
LinkedIn® Page
https://www.linkedin.com/company/giftofcollege/

Keepify

(2)4.5 out of 5
OverviewPros and Cons
Product Description

Keepify is a small, growing effort to change the face of online financial tools for consumers.

Market Segment: 100% Mid-Market
Pros and ConsUser Satisfaction
ProsEase of Use, User Interface
ConsLimited Customization
User SatisfactionSeller Details
Keepify features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 9.1
8.3
Visualization
Average: 8.8
10.0
Education
Average: 8.7
8.3
Secure
Average: 9.0
Seller Details
Year Founded
2012
HQ Location
N/A
Company Website
https://keepify.com
LinkedIn® Page
http://www.linkedin.com/company/customer-retention-pro

Salary Finance

(2)4.3 out of 5
OverviewUser Satisfaction
Product Description

Helps improve employee retention and productivity. By helping employees manage debt, build a savings habit and access earned pay, we offer an impactful benefit employees truly value.

Market Segment: 50% Enterprise, 50% Mid-Market
User SatisfactionSeller Details
Salary Finance features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 9.1
10.0
Visualization
Average: 8.8
10.0
Education
Average: 8.7
10.0
Secure
Average: 9.0
Seller Details
Year Founded
2015
HQ Location
London, GB
Company Website
https://www.salaryfinance.com
Twitter
@salaryfin
LinkedIn® Page
https://www.linkedin.com/company/salaryfinance

SmartPath

(2)3.3 out of 5
OverviewPros and Cons
Product Description

SmartPath Financial Care Plans help employees through stressful financial situations, one step at a time, in four different channels.

Market Segment: 50% Enterprise, 50% Mid-Market
Pros and ConsUser Satisfaction
ProsFinancial Assistance, Financial Management
ConsSlow Performance
User SatisfactionSeller Details
SmartPath features and usability ratings that predict user satisfaction
7.5
Ease of Use
Average: 9.1
8.3
Visualization
Average: 8.8
10.0
Education
Average: 8.7
7.5
Secure
Average: 9.0
Seller Details
Year Founded
2010
HQ Location
Atlanta, US
Company Website
https://www.smartpathfinancial.com/
Twitter
@smartpathfin
LinkedIn® Page
https://www.linkedin.com/company/smartpath-financial/

Smart Pensions

(2)2.3 out of 5
OverviewUser Satisfaction
Product Description

We offer workplace pensions platform in the UK. Assess your staff, generate letters, delegate tasks, add your professional adviser all in a few minutes.

Market Segment: 100% Small-Business
User SatisfactionSeller Details
Smart Pensions features and usability ratings that predict user satisfaction
4.2
Ease of Use
Average: 9.1
0.0
No information available
0.0
No information available
0.0
No information available
Seller Details
Year Founded
2014
HQ Location
London, England, United Kingdom
Company Website
https://autoenrolment.co.uk
Twitter
@smartpensionuk
LinkedIn® Page
https://www.linkedin.com/company/smart-pension

TRADIMO INTERACTIVE APS

(2)4.0 out of 5
OverviewPros and Cons
Product Description

Tradimo helps people to actively take control of their financial future by teaching them how to trade, invest and manage their personal finance.

Market Segment: 50% Mid-Market, 50% Small-Business
Pros and ConsUser Satisfaction
ProsCustomer Support, Ease of Use, User Interface
ConsLimited Customization
User SatisfactionSeller Details
TRADIMO INTERACTIVE APS features and usability ratings that predict user satisfaction
7.5
Ease of Use
Average: 9.1
8.3
Visualization
Average: 8.8
8.3
Education
Average: 8.7
8.3
Secure
Average: 9.0
Seller Details
Year Founded
2011
HQ Location
Hamburg, DE
Company Website
https://tradimo.com
LinkedIn® Page
https://www.linkedin.com/company/2402324

ADP Retirement Services

(4)4.4 out of 5
OverviewUser Satisfaction
Product Description

ADP Retirement Services offers comprehensive solutions for retirement plan administration providing employers with the necessary tools and services to establish, manage, and maintain workplace retirem

Market Segment: 50% Small-Business, 50% Mid-Market
User SatisfactionSeller Details
ADP Retirement Services 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
1949
HQ Location
Roseland, New Jersey
Company Website
https://ADP.com
Twitter
@ADP
LinkedIn® Page
https://www.linkedin.com/company/adp/
Ownership
NASDAQ:ADP

Best Money Moves

(1)4.0 out of 5
Entry Level Price:$0.00 Any size system
OverviewPros and Cons
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
Pros and ConsUser Satisfaction
ProsEase of Use, Educational Resources, Helpful
ConsDifficulty, Limited Customization
User SatisfactionSeller Details
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
Seller Details
Year Founded
2016
HQ Location
Glencoe, US
Company Website
https://bestmoneymoves.com/
Twitter
@bestmoneymoves
LinkedIn® Page
https://www.linkedin.com/company/10856560/

BrightDime

(1)4.5 out of 5
OverviewUser Satisfaction
Product Description

BrightDime offers everything your company needs to succeed with financial wellness today.

Market Segment: 100% Small-Business
User SatisfactionSeller Details
BrightDime features and usability ratings that predict user satisfaction
10.0
Ease of Use
Average: 9.1
10.0
Visualization
Average: 8.8
10.0
Education
Average: 8.7
10.0
Secure
Average: 9.0
Seller Details
Year Founded
2014
HQ Location
Charlotte, US
Company Website
https://www.brightdime.com/
Twitter
@itsbrightdime
LinkedIn® Page
https://www.linkedin.com/company/brightdime/
Filters
Filter
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Earned wage access
Sort by
Clear All
  • Segment
Clear Filter
More Filters
Market Segments
All Segments
Small Business
Mid Market
Enterprise
Avg. Customer Review
Language
Pricing
Earned wage access
Sort by
Clear All
83 Listings in Financial Wellness Available
  • Sort By:
    G2 Score