61 Financial Wellness companies

Wisr is Australia's first neo-lender and ASX-listed fintech that provides smarter, fairer personal loans and financial wellness tools to help Australians achiev…

Member-owned fraternal financial services organization managing over $170B in assets for 2M+ clients, offering insurance, investments, and financial planning.

Momentum Financial Services Group helps people move forward by reimagining how money works for those who need it most, powering Money Mart and alternative finan…

Summit Credit Union is a member-owned financial cooperative managing $8.6 billion in assets, providing banking, lending, and investment services across Wisconsi…

Betterment is a fintech company offering automated investing, retirement accounts, 401(k) plans, and financial advisory services to over 900,000 customers manag…

One of Canada's largest insurance and wealth management groups, iA Financial Group serves over 11.9 million clients with $341 billion in assets under management…

Beyond Finance is a fintech company that provides debt consolidation services, helping over 1 million Americans pay off more than $3 billion in debt through tec…

Ameriprise Financial is a global financial services company managing over $1.6 trillion in assets across wealth management, insurance, annuities, and estate pla…

Moneybox is a UK fintech app offering saving, investing, home-buying, and retirement services to over 1.5 million customers, with more than £16bn in assets unde…

LPL Financial is the largest independent broker-dealer in the U.S., supporting over 32,000 financial advisors and 8 million families through its wealth manageme…

UK statutory body resolving consumer financial disputes with binding legal authority, handling sensitive data from millions of complaints in a high-stakes regul…

Achieve is a digital personal finance company offering debt relief, personal loans, and home equity lines of credit, having helped resolve over $20 billion in d…

WeFi builds blockchain financial infrastructure for fintechs and institutions, including a financial blockchain (WeChain) and Banking-as-a-Service platform span…

A diversified, community-based financial services company helping customers with banking, investing, and wealth management since 1852.

Member-owned credit union with $7+ billion in assets serving 240,000+ members across Michigan and Florida through branch banking, rewards programs, and communit…

Manulife is a leading international financial services provider offering insurance, wealth management, and investment solutions across Asia, Canada, and the Uni…

National Debt Relief negotiates reduced payoff settlements on unsecured consumer debt, serving over 1.3 million clients across the United States since 2009.

Acorns is a financial technology and services company that provides a micro-investing and robo-advisor platform, helping individuals and families automatically…

HealthEquity is a leading administrator of Health Savings Accounts (HSAs) and other consumer-directed benefits, empowering working Americans to gain more choice…

Securian Financial is a long-standing financial services company providing insurance, investment, and retirement solutions to millions of customers across the U…