Best Money Moves Review
Best Money Moves is a mobile-first financial wellness platform with 1,000+ pieces of content, journeys and the employer’s benefits in one place, and coaching as an upgrade.
Best for
- Employers and HR platforms that want a white-labeled, highly customizable content platform
- Platforms that want to embed financial wellness content through an API
- Buyers that require SOC 2 Type 2 and HIPAA compliance
Not ideal for
- Employers that want coaching included in the base program
- Employees who prefer a native app from an app store
How we evaluated Best Money Moves
This review rests on the 15 facts this page shows, each checked against the source listed under “Sources”, most recently on . We did not test the product hands-on: the score uses only those verified facts, as our methodology explains; third-party ratings, where we quote them, never count in the score.
Our verdict
Best Money Moves is a mobile-first financial wellness platform that measures each employee’s financial stress and answers it with 1,000+ pieces of content, journeys, the employer’s own benefits and partner solutions. It states SOC 2 Type 2 and HIPAA compliance and a published API and SSO; coaches, advisors and credit scores are upgrades.
Strengths
SOC 2 Type 2 and HIPAA
Certified SOC 2 Type 2 and HIPAA compliant by outside auditors, hosted on AWS and fully encrypted.
Evidence: SOC 2 Type II: Yes1
API and SSO
Platforms can pull its content or widgets through a published API and SSO.
Evidence: API: Yes2
Customizable
Branding, employee groups by location or salary range, custom content and contests, or a white-label version.
Evidence
Key features: 1,000+ pieces of written and video content, Custom branding, groups and content; white-label option, Employer’s own benefits built into the platform, Monthly live webinars with replays, Shows how many employees have compromised email addresses3
Benefits in one place
The employer’s own benefits sit next to curated partner solutions inside the platform.
Evidence: Benefits and retirement plan guidance: Yes3
Weaknesses
Coaching is an upgrade
Money Coaches, Financial Advisors and credit scores are added to the base platform.
Evidence
Extra costs: Credit scores, Access to Money Coaches, Access to Financial Advisors1
No app-store app
It runs as a responsive web product rather than a downloadable app.
Evidence: Mobile apps: No1
Quote-only pricing
No prices are published; demos are booked through sales.
Evidence: Pricing model: Quote only1
Price at a glance
Quick answers
- How much does Best Money Moves cost?
- Best Money Moves publishes no prices; demos are booked through its sales team. Credit scores, Money Coaches and Financial Advisors are upgrades on top of the platform.Based on Pricing model: Quote only1
- Does Best Money Moves include financial coaching?
- Coaching is an upgrade: credit scores and access to its Money Coaches and Financial Advisors are added to the base platform, and most customers add them.Based on Extra costs: Credit scores, Access to Money Coaches, Access to Financial Advisors1
- Is Best Money Moves an app?
- No. It is a mobile-first, responsive web product that works on any phone, tablet or desktop, not an app you download from an app store.Based on Mobile apps: No1
- Is Best Money Moves SOC 2 compliant?
- Yes. It says it is certified SOC 2 Type 2 and HIPAA compliant by outside auditors, and the platform runs on AWS, fully encrypted.Based on SOC 2 Type II: Yes1
Coverage of core financial wellness capabilities
Each core capability we evaluate in Financial Wellness, checked against Best Money Moves’s own documentation. “Not verified yet” means we have not confirmed it either way, not that it is missing.
7 verified of 9 core capabilities
Specifications
Pricing
- Price transparency
- Quote only1
Product
- Modules
- Financial stress measurement, Content library and courses, Journeys for life milestones, Benefits and partner solutions section, Money Coaches and Financial Advisors (upgrades), Monthly live webinars3
- Mobile apps
- No1
- AI features
- AI platform that personalizes information, tools and products from user activity5
Integrations
- API
- Yes2
Support
- Support channels
- Email3
Best Money Moves integrations
Named by the vendor
- HCM and HRIS systems
Best Money Moves alternatives
Your Money Line80% similar
BrightPlan70% similar
Enrich70% similar
My Secure Advantage70% similar
Nudge70% similar
SmartDollar70% similar
Security and compliance
Best Money Moves: frequently asked questions
Does Best Money Moves have an API?
Yes. HR, real estate, healthcare and financial platforms use its published API and SSO to pull content or widgets into their own products.
Can Best Money Moves be white-labeled?
Yes. Its 3.0 platform can be fully branded or white-labeled, with employee groups and custom content.
Who is Best Money Moves designed for?
Every employee: older employees use its retirement readiness tools, younger ones learn about buying and insuring a car or paying down student debt, and lower-wage employees use journeys for milestones like a first home.
Does Best Money Moves offer webinars?
Yes. It runs a live webinar every month except December, with experts and anonymous questions, and keeps replays inside the platform.
What is Best Money Moves used for?
Best Money Moves is a financial wellness product. Its modules include Financial stress measurement, Content library and courses, Journeys for life milestones, Benefits and partner solutions section, Money Coaches and Financial Advisors, and Monthly live webinars.
What are the best alternatives to Best Money Moves?
In our financial wellness ranking, the highest-scored products other than Best Money Moves are Financial Finesse, Your Money Line, and BrightPlan. Compared side by side, by reason to switch: Best Money Moves alternatives.
What are the pros and cons of Best Money Moves?
Strengths documented on the vendor’s own pages: SOC 2 Type 2 and HIPAA, API and SSO, and customizable. It is less suited to employers that want coaching included in the base program and employees who prefer a native app from an app store.
How this page was made
What it is built from
15 verified facts, each checked against the vendor's own pages or another primary source, most recently on Oct 24, 2026.
Method
Scored and compared with the LeadChange methodology, version 1.5. Read the methodology
Independent review
Not reviewed yet by our independent reviewer. How we review
Hands-on testing
We have not tested Best Money Moves hands-on: this page uses public information only.
Who made it
The LeadChange Research Team, following a written research process. No named expert has reviewed this page. About us
Independence and errors
Who pays us never changes a score or a rank. If something here is wrong, tell us and we correct it publicly. Request a correction
Compare Best Money Moves pricing for your team
Best Money Moves quotes its prices. Answer one quick question to see the 2 alternatives that fit you best.
LeadChange may earn a fee when you request pricing through our site or follow a sponsored link. Rankings never depend on whether a vendor pays us.We may earn a fee.
How we make money
LeadChange may earn a fee when you request pricing through our site or follow a sponsored link. Rankings never depend on whether a vendor pays us.
Best Money Moves
Sources
The 5 pages this page's facts come from. The date beside each is our last check of the facts taken from it (the oldest, when they differ). The numbers beside the figures above link here.
Quotes from the sources
- Best Money Moves bestmoneymoves.com/faqs“Credit scores and access to our Money Coaches and Financial Advisors are upgrades.” “Best Money Moves live in AWS and is fully encrypted.”
- 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.”
- Best Money Moves bestmoneymoves.com/best-money-moves-premium“With more than 1,000 pieces of written and video content, Best Money Moves helps develop the best habits for your employees.” “Best Money Moves is a mobile-first service designed to help people measure their financial stress and then dial it down in order to gain control of their financial lives.”
- Best Money Moves bestmoneymoves.com
- Best Money Moves bestmoneymoves.com/financial-advisors“Increased engagement: Our artificial intelligence platform provides users with personalized information, tools, and products, leading to increased engagement in 401(k) plans.”