🏢 Employee Benefits

The Financial Wellness
Benefit Your Team Deserves

Give every employee a professional-grade financial intelligence platform. Reduce financial stress, improve literacy, and show you care about their long-term financial health.

Start Free 30-Day Pilot View Pricing
30-day free pilot, no commitment
Up to 25 employees free
5-minute setup
FINRA/CFPB calibrated content
Powered by YourCompany
Financial Wellness Score
Budgeting 78
Investing 62
Debt Management 85
Retirement 55
Tax Strategy 71
Overall Wellness Score: 70/100
📊
Org Wellness Dashboard
78% employees improved literacy score this month
44%
of workers lack 3-mo emergency fund
(Federal Reserve SCF 2022)
$500B
annual productivity loss from
employee financial stress
76%
of employees want financial
wellness benefits from employer
3×
higher retention for companies
offering financial wellness benefits

Content sourced from authoritative sources

FINRA Calibrated
CFPB Standards
IRS.gov Data
Federal Reserve
SEC.gov
Vanguard Research
What Your Employees Get

A complete financial intelligence platform

Every employee gets access to professional-grade tools previously reserved for high-net-worth individuals.

📊
Financial Literacy Assessment
18-question adaptive quiz scoring employees across 6 domains: Budgeting, Investing, Debt Management, Taxes, Retirement, and Insurance. FINRA/CFPB calibrated questions with personalized recommendations.
🤖
7 AI Financial Tools
Financial Health Check, Tax Optimizer, Retirement Projector, Budget Plan Generator, Investment Policy Statement, Financial Plan, and Debt Payoff Planner. All powered by advanced AI.
📈
Investment Research Platform
200+ stocks, 11 industry sectors, 15 authoritative investment guides, 8 investment themes with deep analysis. Give employees the tools to make informed investment decisions.
🧮
Financial Calculators
Compound interest, mortgage, and loan calculators with interactive charts. Employees can model their financial scenarios in real time.
🏷️
White-Label Option (Enterprise+)
Show your company logo and brand colors on every employee-facing page. Employees see "Powered by [Your Company]" reinforcing your commitment to their wellbeing.
🔒
Privacy-First Design
Employers only see fully anonymized aggregate data. Individual employee scores, assessments, and financial data are never shared with HR or management.
How It Works

Live in 5 minutes

1
Sign Up
Create your employer account. Choose your plan and start your free 30-day pilot.
2
Invite Employees
Upload a CSV or send individual email invites. Employees get a welcome link.
3
Employees Activate
Employees complete their financial literacy assessment and start using AI tools.
4
Track Progress
Your dashboard shows anonymized engagement and wellness score trends.
Simple Pricing

Pricing that scales with your team

No per-feature fees. Everything included. Cancel anytime.

Monthly
Annual Save 17%
Starter
Starter
Perfect for small teams getting started with financial wellness.
$500 /employee/year
1–50 employees
  • All AI financial tools
  • Financial literacy assessment
  • Investment research platform
  • Employer analytics dashboard
  • Email invite onboarding
Get Started
⭐ Most Popular
Growth
Growth
For growing companies serious about employee financial health.
$750 /employee/year
51–200 employees
  • Everything in Starter
  • Advanced wellness analytics
  • Workforce benchmarking
  • Quarterly wellness reports (PDF)
  • Bulk CSV onboarding
Get Started
Enterprise
Enterprise
For large organizations with complex benefits needs.
$1,500 /employee/year
201–1,000 employees
  • Everything in Growth
  • Custom financial focus areas
  • HR system integration API
  • SSO / SAML support
  • Dedicated success manager
Get Started
Enterprise+
Enterprise+
Maximum customization for the most demanding enterprises.
$2,000 /employee/year
1,000+ employees
  • Everything in Enterprise
  • Full white-label platform
  • REST API access
  • Dedicated support SLA
  • Custom content modules
Contact Sales

Calculate Your Investment

Drag the slider to see your total

25
5500+
ESTIMATED ANNUAL COST
$12,500
Starter tier · 25 employees · $500/emp/yr
Start Free Pilot →

Frequently Asked Questions

Your 30-day pilot includes full platform access for up to 25 employees — no credit card required. You get access to all AI tools, the financial literacy assessment, investment research, and your anonymized employer dashboard.
Never. Employer dashboards show only fully anonymized aggregate data — workforce literacy distribution, top stress areas, engagement rates, and wellness trends. Individual scores and financial details are completely private.
Employees receive an email invite with a personal access link. They create their account on FinanceStackHub and their account is automatically linked to your organization.
Enterprise+ plans include full white-label support — your logo and brand colors on all employee-facing pages. Enterprise plans include custom financial education focus areas. All plans include a customizable employee welcome message.
Your plan tier is based on your company's employee count. As you add employees beyond your tier, we'll prorate the difference and upgrade your plan automatically. You always get advance notice.
Enterprise and Enterprise+ plans include an API (GET /api/b2b/org/:orgId/dashboard) compatible with Workday, BambooHR, Rippling, and any system that can send webhook events. CSV upload is available on all plans.

Ready to invest in your team's financial future?

Start your free 30-day pilot today. Up to 25 employees, zero commitment.

Start Free Pilot → Talk to Sales