Enrich Review
Enrich is a financial wellness education program with 5,000+ pieces of interactive content, a personalized path from its Financial Wellness Checkup and full white-labeling.
- Company size
- Small businesses, mid-market companies, enterprises
- Pricing model
- Quote only
- Deployment
- Cloud
Best for
- Employers of any size that want a broad, unbiased financial education library
- Organizations that need a white-labeled program inside their own brand or LMS
- Employers with Spanish-speaking or multilingual workforces
Not ideal for
- Employers that want unlimited one-on-one coaching included by default
- Buyers who need a published SOC 2 report or a native mobile app
How we evaluated Enrich
This review rests on 15 facts checked against Enrich’s official pricing pages and documentation, most recently on . We did not test the product hands-on: the score and the pros and cons use only those verified facts, as our methodology explains, and third-party ratings are quoted, never scored.
Our verdict
Enrich is an education-first financial wellness program: a 5,000-piece content library, a Financial Wellness Checkup that builds each employee a personalized path, and over 100 configurations up to full white-labeling. One-on-one coaching with CPFC and CFP professionals is discussed as an additional service, and pricing is a custom proposal.
Strengths
Deep content library
More than 5,000 pieces of interactive content, including courses, calculators and Morningstar investment education.
Evidence: Modules: Financial Wellness Checkup, Courses and 3-5 minute modules, Articles, videos and calculators, Gamification, contests and rewards, One-on-one coaching, Webinars and workshops
White-label and integrations
Over 100 configurations, SSO, an API, LMS and Microsoft Teams integration.
Evidence: Single sign-on: Yes
Languages
Fully supported in English and Spanish in the U.S., with 20+ more languages.
Evidence: Countries supported: English and Spanish in the U.S., 20+ more languages, localized content in 30+ regions
Any company size
Enrich says it has solutions regardless of company size or industry.
Evidence: Best for: Small businesses, mid-market companies, enterprises
Weaknesses
Coaching is an added service
One-on-one coaching is listed with white-labeling and custom content as services discussed during the sale.
Evidence: Extra costs: White-labeling, One-on-one coaching, Custom content, Events and on-site presentations
Custom proposal only
Pricing depends on size, needs and customization; no amounts are published.
Evidence: Pricing model: Quote only
No published security attestation
Security details are shared during the sales process rather than published.
Evidence: GDPR program: Yes
Price at a glance
Pricing model
Quote only
Quick answers
- How much does Enrich cost?
- Enrich prices each organization with a custom proposal based on size, needs and customization. Standard partnerships include program access, implementation, client success and analytics; coaching and white-labeling are discussed on top.Based on Pricing model: Quote only
- Does Enrich offer financial coaching?
- Yes. One-on-one coaching with Certified Personal Finance Counselors and CFP professionals, plus live webinars and on-site presentations.Based on One-on-one financial coaching: Yes
- What is the relationship between Enrich and iGrad?
- Enrich started in 2009 as iGrad, a student loan and money program for colleges, and the workplace program grew from it; iGrad still serves schools.Based on Founded: 2009
- Who owns Enrich?
- Enrich is part of the Aztec family of brands, an adult education company.Based on Parent company: Aztec
Coverage of core financial wellness capabilities
Each core capability we evaluate in Financial Wellness, checked against Enrich’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
Financial Wellness
- One-on-one financial coaching
- Financial education
- Personalized planning tools
- Debt and student loan guidance
- Emergency savings support
- Benefits and retirement plan guidance
- Account linking · not verified yet
- Privacy controls · not verified yet
- Aggregate outcome reporting
Specifications
Pricing
- Price transparency
- Quote only
Fit
- Countries supported
- English and Spanish in the U.S., 20+ more languages, localized content in 30+ regions
Product
- Modules
- Financial Wellness Checkup, Courses and 3-5 minute modules, Articles, videos and calculators, Gamification, contests and rewards, One-on-one coaching, Webinars and workshops
Integrations
- Open API
- Yes
Support
- Support channels
- Dedicated rep
Enrich alternatives
Security and compliance
- GDPR programYes
- Single sign-onYes
About Enrich
- Founded
- 2009
- Headquarters
- Cardiff-by-the-Sea, California
- Ownership
- Subsidiary
- Parent company
- Aztec
Official profiles
Enrich: frequently asked questions
Can Enrich be white-labeled?
Yes. Enrich offers full white-labeling with your branding, colors, logos and URLs, and more than a third of its clients use a fully white-labeled version.
Which systems does Enrich integrate with?
Enrich supports single sign-on, an API, LMS integration, HR and benefits systems, digital banking platforms and Microsoft Teams.
Is Enrich available in Spanish?
Yes. It is fully supported in English and Spanish for U.S. clients, with more than 20 additional languages.
What are the pros and cons of Enrich?
Strengths documented on the vendor’s own pages: deep content library, White-label and integrations, and languages. It is less suited to employers that want unlimited one-on-one coaching included by default and buyers who need a published SOC 2 report or a native mobile app.
Does Enrich have an API?
Yes. Enrich offers an open API to customers.
Is Enrich secure?
Enrich states a GDPR program. It supports single sign-on.
Get Enrich pricing for your team
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