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Securian Financial : Building Secure Tomorrows

Top 10 Financial Wellness Service Companies – 2021

Today, in the wake of COVID-19 and its disruptions, businesses are focusing on avenues to improve the productivity of their operations as the world slowly comes out of the pandemic. A key avenue that connects an employee’s quality of life with his workplace productivity and ability to pursue newer opportunities is financial wellbeing. And with financial wellness becoming a top source of stress for individuals across demographics, the need for an effective financial wellness strategy is at an all-time-high.

Capitalizing on this rising opportunity are financial wellness solution providers and services companies that provide offerings to help business leaders identify the best-suited strategy for their needs. At the same time, some vendors offer financial planning platforms that provide users with an end-to-end view of their monetary status and enable them to manage them efficiently. On the other hand, financial wellness services companies help their clients identify the sources of financial stress and connect them to avenues that will have the most positive impact on the future wellbeing of their individual finances and their organization’s at large. In order to help CXOs steer through the ever-evolving financial wellness space and find the solution that best suits their needs, HR Tech Outlook has examined and selected the leading-edge financial wellness solution and services providers and shortlisted the organizations that are leading the charge in resolving the prime challenges in the financial wellness arena. We present to you HR Tech Outlook’s Top 10 Financial Wellness Service Companies - 2021.”

    Financial Wellness Service Companies

  • Financial Finesse is a leading independent provider of unbiased workplace financial wellness programs. Since 1999, the firm has helped over 10,000 organizations improve their bottom lines and become more competitive by empowering their employees to achieve financial security. The company’s award-winning financial wellness programs are made available to employees at no cost as an employer-sponsored benefit. With highly personalized and ongoing one-on-one coaching from CFP® professionals, AI-powered virtual coaching, live workshops, webcasts, educational tools, and content, Financial Finesse reaches over 2.4 million individuals every year

    www.financialfinesse.com

  • Helping firms address their challenges with its innovative financial wellness benefits platform is Florida-based non-profit organization KOFE. The company is an offshoot of industry-leading Consolidated Credit Solutions—a leader in the non-profit credit counseling space. With expertise gathered over 27 years across six million users, the company’s KOFE platform offers a digital one-stop-shop that combines innovative financial management educational tools with the experience of seasoned credit counselors. The KOFE platform comprises a wide range of digital content, from live and on-demand webinars to in-person presentations and social media content like newsletters and blog posts

    kofetime.com

  • Mercer Advisors is a leading full-service wealth management firm that specializes in helping clients with all aspects of their financial life. Founded as a law practice focusing on estate planning, the company was remodeled into a wealth management service provider that offers purpose-fit solutions under a fiduciary standard in 1985. Being able to look at their financial life holistically and blend investment advice, finance and estate planning, taxes, and insurance solutions to create a strategy that meet their specific needs, it helps clients achieve Economic Freedom

    www.merceradvisors.com

  • A financial services company committed to providing insurance, investment and retirement solutions that give families the confidence to focus on what’s truly valuable: banking memories with those who matter most

    www.securian.com

  • Financial Knowledge

    Financial Knowledge

    Financial Knowledge is the nation's only accredited provider of conflict-free financial education for the workplace. Our comprehensive course curriculum has helped thousands of employees better understand the many facets of personal finance so that they can make informed decisions with their money. Financial Knowledge has been accredited as an Authorized Provider by the International Association for Continuing Education and Training (IACET). In obtaining this accreditation, Financial Knowledge has demonstrated that it complies with the ANSI/IACET Standard which is recognized internationally as a standard of good practice. As a result of the Authorized Provider status, Financial Knowledge is authorized to offer IACET CEUs for programs that qualify under the ANSI/IACET Standard

  • GreenPath

    GreenPath

    GreenPath is a national nonprofit that supports people's lifelong financial wellness. We have 60 years of experience in guiding people through financial crisis, and we're expanding to deliver a full spectrum of people-centered resources and tools for every step of the journey. Everyone deserves the chance to pursue their dreams. We empower people to make financial choices that support their goals. Headquartered in Farmington Hills, Michigan, we have branch offices throughout the United States. We deliver licensed services online, by phone, and in person. We are also a member of the National Foundation for Credit Counseling (NFCC)

  • Money Starts Here

    Money Starts Here

    Money Starts Here, LLC is a leading Financial Education Company for Employers and Organizations large and small. We specialize in financial wellness and financial literacy programs that focus on everyday financial skills, health insurance, financial products and employer-sponsored benefits. Money Starts Here provides financial education programs that change lives and reduce the impact financial stress has on individuals, families, schools, businesses and communities

  • nBalance Financial

    nBalance Financial

    nBalance Financial is an innovative financial services firm that uses financial therapy and behavioral science to help individuals and businesses. Our short-term financial therapy process helps individuals navigate income shocks and life events to avoid financial distress. We use original behavioral science research to develop innovative solutions for workplace retirement plans and financial wellness programs. Our headquarters are in Cambridge MA, however we serve the greater New England area efficiently and offer our services in the New York region for corporate clients

  • WellCents

    WellCents

    WellCents is a guidance based, beginning to end retirement service to help you create confidence in your financial life. Together with your employer, our goal is to help you pursue financial well-being in retirement. Our goal is to help employees reach a successful and financially secure retirement by becoming financial well. Retirement may seem like an elusive dream that people don’t believe they will ever reach. Or maybe they think that because of their age, they don’t need to start saving now. WellCents is here to tell them that they CAN achieve their retirement goals and it’s NEVER too early or too late to start

  • Wellspring Financial Partners

    Wellspring Financial Partners

    Wellspring Financial Partners is a unique investment firm acting as disruptors of the Wall Street status quo, to the benefit of our clients. Our view is the financial industry has always been good at taking care of itself. At Wellspring Financial Partners our job is to make it take care of you. We focus entirely on our clients’ financial well-being. Unlike most financial advising firms, we are not affiliated with or controlled by a Wall Street firm. Because we don’t accept commissions to sell financial products our focus is where it should be, on our clients’ success, not on earning commissions