SecureSave
SecureSave is a financial technology company based in Kirkland, Washington, founded in 2020. The company specializes in employer-sponsored emergency savings accounts (ESAs) designed to enhance financial wellness in the workplace. SecureSave aims to help employees build and maintain emergency savings, which can reduce financial stress and improve overall well-being.
The...
Savology
Savology is a digital financial planning and wellness company based in Orem, Utah, founded in 2019. The company aims to enhance the financial security of American households by making financial planning more accessible and effective. Savology serves financial advisors, employers, and individuals looking to improve their financial well-being.
The company...
Savi
Savi is a Public Benefit Corporation based in Washington, D.C., dedicated to addressing the student debt crisis through technology-driven solutions. Founded by experts in student loans, Savi combines policy knowledge with financial technology to assist borrowers in navigating repayment and forgiveness programs. The company aims to help the middle class...
saveday
Saveday is a financial services company based in Austin, Texas, founded in 2016. With a team of around 14-15 employees, the company specializes in retirement planning and financial wellness, aiming to provide accessible, technology-driven solutions for small and medium-sized businesses. Their mission is to help employees optimize their total compensation...
HoneyBee Financial Wellness
HoneyBee Financial Wellness is a fintech company based in Los Angeles, dedicated to enhancing the financial wellbeing of employees through partnerships with employers. Founded by women and driven by a strong mission, HoneyBee is a Certified B Corp, reflecting its commitment to social responsibility and sustainability.
The company offers a...
High Point Capital Group Planning Wealth Management
High Point Capital Group is on a mission to create long-lasting relationships with our clients.
We bring a fresh approach to financial planning. Founded by experienced advisors and located in Milwaukee, Wisconsin, we bring more than 130 years of collective expertise, achievement, and respect to our clients.
Independent and committed...
Heritage Wealth Management LLC
At Heritage Wealth Management, we customize financial plans that are based on you and what you hope to accomplish. We help you understand your end goal and how your decisions will affect your progress, and we present ways to get there using the tools and resources we offer.
We believe...
GuidedChoice
GuidedChoice is a financial services company based in San Diego, specializing in retirement planning and financial wellness. Founded in 1999 by Sherrie E. Grabot, the company has pioneered the use of digital technology to deliver personalized financial advice. GuidedChoice operates as a subsidiary of GuidedChoice.com, Inc., and is committed to...
GoVA Inc
We partner with banks and military organizations to provide digital financial education to empower the military community, so they are prepared to connect with financial professionals.
Grant opportunities are available through the GoVA Foundation at www.GoVAFoundation.org.
Call 1-833-825-6261 or contact us online at mygova.com.
GiftofCollege
Gift of College helps employers to:
▪ attract and retain talent and improve financial wellness
▪ provide priceless education and an easy way for employees to contribute to
ANY 529 college savings, ABLE, and/or student loan account via payroll
deduction
▪ offer optional (one-time or ongoing) employer contributions to 529...
FloatMe
FloatMe is a financial technology company based in San Francisco, California, founded in 2017. The company focuses on helping users manage short-term cash flow and avoid overdraft fees. Since launching its mobile app in 2020, FloatMe has assisted members in saving over $50 million in overdraft fees.
FloatMe offers cash...
First Northern Credit Union
First Northern is a not-for-profit organization, leading the way in northern Illinois since 1944.
We're owned and operated by our members, the people who save and borrow money here. Because we have no outside stockholders, our members earn higher dividends on savings, pay lower rates on loans, and appreciate reduced...
Financial Fitness Group
Financial Fitness Group is an enterprise software company that provides financial education solutions designed to maximize user engagement. Our financial wellness platform is proven to engage users of all backgrounds, from investors to employees. Financial Fitness Group is a leading provider of interactive financial wellness for financial service providers, banks,...
Fiducius
Providing student loan benefits since 2011, Fiducius enables employers to achieve recruiting, retention and productivity goals, while empowering employees to achieve financial wellness. Our proprietary student loan financial planning approach combines expert Advisors and advanced technology to deliver a complete range of voluntary and sponsored solutions, including loan restructuring, contribution...
Facet
Facet is a fintech company that provides subscription-based financial planning and wealth management services. Founded in 2016 by Patrick McKenna, Anders Jones, and Brent Weiss, Facet operates as a fee-only fiduciary, ensuring clients receive objective advice without commission-based incentives. The company serves over 10,000 individual clients and manages more than...
Econocheck
Since 1973, Econocheck has helped thousands of financial institutions deepen customer relationships and achieve their revenue goals with key financial solutions such as retail checking strategies, direct response insurance programs, and identity theft products.
For 50 years, Econocheck has focused on one thing: our clients. We don't offer dozens of...
First Financial Federal Credit Union of Maryland
Founded in 1953, First Financial of Maryland Federal Credit Union proudly serves the employees, students, and parents of the Baltimore, Carroll, Somerset and Worcester County Public School systems, as well as the employees and families of many area businesses, hospitals, private schools, and colleges. Don't just bank, belong; visit www.firstfinancial.org...
First Commonwealth Federal Credit Union
First Commonwealth is a consumer-friendly alternative to banking. We offer all the services you're accustomed to, but at better rates and lower fees. That's because we're structured differently than banks. Banks are in business to earn profits for their stockholder investors. Our credit union exists to improve your financial well...
Financial Planning Association
The Financial Planning Association® (FPA®) is the leading membership organization for CERTIFIED FINANCIAL PLANNER™ professionals and those engaged in the financial planning process. FPA is the CFP® professional's partner in planning by helping them realize their vision of professional fulfillment through practice support, learning, advocacy, and networking. Our best-in-class learning...
Finance Authority of Maine
The Finance Authority of Maine (FAME) is a quasi-independent state agency that provides innovative solutions to help Maine people and businesses pursue educational and business opportunities. To learn more about what FAME can do for you, visit FAMEmaine.com.
View FAME's social media policy by visiting FAMEmaine.com/social-media-policy