Financial Wellness Platforms Comparison

Sources

The 17 pages this page's facts come from, with the day we last checked each one. The numbers beside the figures above link here.

1. Financial Finesse financialfinesse.com/llms-full.txt“Employer investment is per-eligible-employee-per-year.”
2. Financial Finesse apps.apple.com/us/app/financial-finesse/id6443335856“The Financial Finesse app makes it easier to take control of your financial life.”
3. Your Money Line yourmoneyline.com/pricing“Like many employee benefits, we price our services on a PEPM basis, or per employee per month, based on your full eligible population.” “Build on our bank-level security with enterprise-friendly authentication via SSO”
4. Your Money Line hi.yourmoneyline.com/hubfs/Paradigm/Paradigm%20YML%20Security%20Overview.pdf“Completed SOC 2 Type I and SOC 2 Type II attestations.”
5. Your Money Line apps.apple.com/us/app/your-money-line/id6742507785“Our all-in-one financial wellness app provides a complete view of your money and connects you with certified financial coaches, so you can stress less and live more.”
6. BrightPlan brightplan.com/wp-content/uploads/2026.06_BrightPlan_ADV_Part_2A.pdf“BrightPlan works with employers to offer Financial Wellness programs, under which employers pay some or all of a negotiated fee on behalf of their employees (“Subscription Fee”).”
7. BrightPlan brightplan.com/solutions/security-compliance“We undergo rigorous independent reviews from external auditors to maintain SOC 2 Type 2 certification, which evaluates controls related to security, availability, confidentiality, and privacy.” “ISO 27001:2022 – Information security management”
8. BrightPlan apps.apple.com/us/app/brightplan/id1364651157“As an employer-provided benefit, BrightPlan helps you make confident financial decisions, reduce financial stress, and get more value from the benefits available to you.”
9. Ramsey Solutions ramseysolutions.com/corporate-wellness/smartdollar“Your dedicated SmartDollar account executive builds a custom quote based on your company's size and goals. There's no flat rate, no hidden fees, and no cost ever passed on to your employees.” “SmartDollar is SOC 2 Type 2 compliant, independently tested by a third-party security firm over a full 12-month period, not just a single snapshot. Data is encrypted in transit and at rest, access follows the principle of least privilege, and multi-factor authentication is required.”
10. Ramsey Solutions apps.apple.com/us/app/everydollar-budget-management/id942571931“EveryDollar is the personal budget app for any money goal: save money, pay off debt & more.”
11. Best Money Moves bestmoneymoves.com/faqs“Credit scores and access to our Money Coaches and Financial Advisors are upgrades.” “And we are certified SOC 2 Type 2 and HIPAA compliant by outside auditors.”
12. Enrich enrich.org/company/faq“Enrich pricing is customized based on your organization's size, needs, and desired level of customization.” “Single sign-on (SSO) integration”
13. nudge hello-nudge.com/contact-us“Speak to a specialist about my financial health program”
14. My Secure Advantage msafinancialwellbeing.com“Get a personalized demo tailored to your organization.”
15. My Secure Advantage apps.apple.com/us/app/my-secure-advantage/id6759928550“Easy scheduling for phone or video coaching sessions”
16. nudge hello-nudge.com/platform/trust-security“ISO 27001 certified, independently penetration tested, and continuously monitored.”
17. Best Money Moves bestmoneymoves.com/platform-partners“Using our published API/SSOs, platforms can pull the content or widgets they need to flesh out their vision for financial wellness.”