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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, enterprises1
Pricing model
Quote only1
Deployment
Cloud1

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
By LeadChange Research TeamUpdated Based on 4 sources, most recently checked
How we evaluated Enrich

This review rests on the 18 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

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.

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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 workshops1

  • White-label and integrations

    Over 100 configurations, SSO, an API, LMS and Microsoft Teams integration.

    Evidence: Single sign-on: Yes1

  • 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+ regions1

  • Any company size

    Enrich says it has solutions regardless of company size or industry.

    Evidence

    Best for: Small businesses, mid-market companies, enterprises1

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 presentations1

  • Custom proposal only

    Pricing depends on size, needs and customization; no amounts are published.

    Evidence: Pricing model: Quote only1

  • Security attestation not verified

    Security details are shared during the sales process rather than published.

    Evidence: GDPR program: Yes2

How many employees does your company have?

Some products only serve certain team sizes: those that do not fit yours drop out.

Price at a glance

  • Pricing model

    Quote only1

  • Plans

    Standard partnership, each quoted1

Enrich plans and prices

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 only1
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: Yes1
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: 20093
Who owns Enrich?
Enrich is part of the Aztec family of brands, an adult education company.Based on Parent company: Aztec3

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 coaching1
  • Financial education4
  • Personalized planning tools1
  • Debt and student loan guidance4
  • Emergency savings support4
  • Benefits and retirement plan guidance1
  • Account linking · not verified yet
  • Privacy controls · not verified yet
  • Aggregate outcome reporting1

Specifications

Pricing

Price transparency
Quote only1

Fit

Countries supported
English and Spanish in the U.S., 20+ more languages, localized content in 30+ regions1

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 workshops1

Integrations

API
Yes1

Support

Support channels
Dedicated rep1

Enrich integrations

Named by the vendor

  • HR and benefits systems
  • LMS platforms
  • Microsoft Teams
  • Online and digital banking platforms

Apps that connect to Enrich

Enrich alternatives

Enrich alternatives

Security and compliance

  • GDPRYes2
  • Single sign-onYes1

About Enrich

Founded
20093
Headquarters
Cardiff-by-the-Sea, California2
Ownership
Subsidiary3
Parent company
Aztec3

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 API.

Is Enrich secure?

Enrich states a GDPR program. It supports single sign-on.

How this page was made

  • What it is built from

    18 verified facts, each checked against the vendor's own pages or another primary source, most recently on Oct 27, 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 Enrich 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

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Sources

The 4 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
  1. Enrich enrich.org/company/faq“Regardless of company size or industry, Enrich has solutions to meet every need.” “Enrich pricing is customized based on your organization's size, needs, and desired level of customization.”
  2. Enrich policies.enrich.org/Privacy“European Users and the General Data Protection Regulation (GDPR)” “iGrad, LLC Attn: Privacy 2163 Newcastle Avenue, Suite 100 Cardiff-By-The-Sea, CA 92007”
  3. Enrich enrich.org/company“Enrich started in 2009 as iGrad, born from a simple observation: students were borrowing money for education without the financial knowledge to make smart decisions.” “Enrich is proud to be part of the Aztec family of brands, a leading adult education company offering a full continuum of resources to support adults at any point in their learning journey.”
  4. Enrich enrich.org/solutions/for-employers-municipalities

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