Company lists · Data refreshed September 2026

Top 25 Financial wellness platforms based in the United States

Name: Financial wellness platforms based in the United States
Creator: RevenueBase
License: https://creativecommons.org/licenses/by/4.0/

Compiled by the RevenueBase Data Team Data refreshed Sep 2, 2026 661 companies tracked

RevenueBase identified 661 financial wellness platforms headquartered in the United States as of September 2026 and tracks 13,587 professional contacts across them, including 4,341 with verified work emails and 5,106 with mobile numbers. New York is the largest hub.

This list covers financial wellness platforms headquartered in the United States, matched on what each company actually does as described in its own words. Ranked by team size, largest first. Every row shows the company's own description, how directly it supports the match, and when it was last checked. Data refreshed September 2, 2026.

Published by RevenueBase, a B2B data infrastructure company. This list was built with RevenueBase SmartSearch, the natural-language company search RevenueBase customers use to build their own targeted lists and unlock verified emails and direct dials at the companies on them. How these lists are built and judged.

How to read this list Match evidence on every row Refreshed Sep 2, 2026 86% judged on-target in blind review

661Companies

13,587Contacts tracked

4,341Verified emails

5,106Mobile numbers

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The 25 largest financial wellness platforms based in the United States

Ranked by team size

Top 25 of 661 financial wellness platforms based in the United States, ranked by team size, largest first. Data refreshed Sep 2, 2026. Evidence rates how directly each company's own description names financial wellness platforms: strong (names it), partial (names part of it), indirect (matched on its full profile rather than the summary shown). Click a count to unlock that company's people.
#	Company	Headquarters	Employees	Contacts
1	Goldman Sachs AycoPartial evidence	Cohoes, NY, United States	1,001-5,000	1,448
	“Goldman Sachs Ayco is an industry leader of company-sponsored financial planning benefits with corporate partnerships at ~500 companies, including over 50% of the Fortune 100.” Source: company website · checked Sep 2, 2026
2	Personal CapitalIndirect evidence	Atlanta, GA, United States	201-500	1,154
	“Personal Capital gives you a whole new way to see, understand, and manage your money so you can live confidently and retire well.” Source: company website · checked Sep 2, 2026
3	NerdwalletPartial evidence	San Francisco, CA, United States	501-1,000	732
	“NerdWallet is on a mission to help provide clarity for consumers and SMBs so they can make financial decisions with confidence.” Source: company website · checked Sep 2, 2026
4	Freedom Financial NetworkPartial evidence	San Mateo, CA, United States	1,001-5,000	708
	“Freedom Financial Network is a leading digital personal finance company, built to help people.” Source: company website · checked Sep 2, 2026
5	AcornsStrong evidence	Irvine, CA, United States	501-1,000	519
	“Acorns believes that anyone can achieve financial wellness, that’s why they’ve been building simple, powerful money tools for everyday Americans and their kids since 2014.” Source: company website · checked Sep 2, 2026
6	OPPFIStrong evidence	Chicago, IL, United States	501-1,000	470
	“OppFi is a leading tech-enabled digital finance platform that works with banks to provide financial products and services for everyday Americans.” Source: company website · checked Sep 2, 2026
7	CurrentIndirect evidence	New York, NY, United States	51-200	306
	“Current is a leading U.S.” Source: company website · checked Sep 2, 2026
8	Rocket MoneyIndirect evidence	Silver Spring, MD, United States	201-500	289
	“Rocket Money is a leading personal finance app with a mission to help everyone money.” Source: company website · checked Sep 2, 2026
9	SmartassetPartial evidence	New York, NY, United States	201-500	285
	“SmartAsset is an online destination for consumer-focused financial information and advice, whose mission is to help people make smart financial decisions, reaching over an…” Source: company website · checked Sep 2, 2026
10	RAINStrong evidence	Nashville, TN, United States	51-200	267
	“Rain is the AI financial health platform tackling the $1.9 trillion problem of employee disengagement caused by financial stress.” Source: company website · checked Sep 2, 2026
11	AlbertIndirect evidence	Los Angeles, CA, United States	51-200	255
	“We believe in making money simple.” Source: company website · checked Sep 2, 2026
12	STASHIndirect evidence	NY, United States	201-500	241
	“Stash is a personal finance app that makes investing easy and affordable for millions of Americans.” Source: company website · checked Sep 2, 2026
13	BFREEPartial evidence	Lewes, DE, United States	51-200	207
	“BFREE is focusing on providing support for financial services by offering relevant tech solutions and risk management tools that will aid their customers to achieve full financial…” Source: company website · checked Sep 2, 2026
14	BrightsidePartial evidence	Chandler, AZ, United States	51-200	190
	“Brightside created Financial Care, a new category in employee benefits.” Source: company website · checked Sep 2, 2026
15	ZayzoonIndirect evidence	Cheyenne, WY, United States	201-500	187
	“Earned wage access for your deskless workforce.” Source: company website · checked Sep 2, 2026
16	M1Partial evidence	Chicago, IL, United States	51-200	173
	“M1 is a fast-growing fintech company and personal finance platform made for the modern era.” Source: company website · checked Sep 2, 2026
17	NAYYAIndirect evidence	New York, NY, United States	51-200	159
	“Nayya is on a mission to connect people's most important information, so they can thrive in their health and wealth.” Source: company website · checked Sep 2, 2026
18	MonarchPartial evidence	San Francisco, CA, United States	51-200	143
	“Monarch is the most comprehensive platform for managing your personal finances.” Source: company website · checked Sep 2, 2026
19	BrigitPartial evidence	New York, United States	51-200	142
	“We help everyday Americans build a brighter financial future.” Source: company website · checked Sep 2, 2026
20	NUDGEIndirect evidence	New York, United States	51-200	128
	“Money is complicated and for billions of people, it's hardship, hassle, and lost opportunity.” Source: company website · checked Sep 2, 2026
21	OriginPartial evidence	Boston, MA, United States	51-200	121
	“Origin is your personal AI financial advisor.” Source: company website · checked Sep 2, 2026
22	Tcg, A HUB International CompanyStrong evidence	Austin, TX, United States	51-200	120
	“TCG provides valuable financial wellness solutions including wealth management, retirement planning, institutional advisory, identity protection, contract consulting, and more.” Source: company website · checked Sep 2, 2026
23	PerkspotIndirect evidence	Chicago, IL, United States	51-200	118
	“PerkSpot’s all-in-one solution delivers exclusive discounts that help employees stretch their paychecks and invest in what matters, while offering HR leaders seamless…” Source: company website · checked Sep 2, 2026
24	Financial FinesseStrong evidence	El Segundo, CA, United States	51-200	116
	“Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness…” Source: company website · checked Sep 2, 2026
25	CandidlyIndirect evidence	New York City, United States	51-200	100
	“Candidly is on a mission to empower Americans to pay off debt while simultaneously building wealth.” Source: company website · checked Sep 2, 2026

Showing 25 of 661 financial wellness platforms based in the United States

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Financial wellness platforms based in the United States at a glance

As of Sep 2, 2026

1-10Median size (employees)

New YorkLargest hub · 62 HQs

5,106Contacts with mobile numbers

Sep 2, 2026Data refreshed

Companies by employee count

1-10

443

11-50

141

51-200

201-500

501-1,000

1,001-5,000

10001+

How this list was built

Company categories are rarely black and white. RevenueBase reads each company's own description of its business to decide whether it belongs among financial wellness platforms, so some rows will be adjacent to the category rather than pure plays. The description and evidence rating on every row are there so you can check each match yourself.

Source: The RevenueBase company graph: 60 million companies and 398.9 million professional contacts resolved from primary sources, queried with RevenueBase SmartSearch, the natural-language company search available to every RevenueBase user.
What qualifies: Companies headquartered in the United States whose own description of what they do matches “financial wellness platforms”. Matching reads each company's description, not its industry code or its name.
What we exclude: Companies whose own description does not clearly place them among financial wellness platforms, and records with no verified work email. Companies headquartered outside United States are excluded even when they keep an office there.
Match quality: In blind human judging of this matching method, 86% of matched companies were on target. Expect roughly 1 in 7 rows to be adjacent to the category rather than a pure play. Every row shows the company's own description and an evidence rating so you can judge each match yourself. Read the full methodology: how the lists are built, how the judging worked, and what the figure means.
Ranking: Team size, largest first: companies are ordered by the number of professionals RevenueBase tracks at each one. Employee ranges shown are reported bands, for context.
Verification: Every listed company carries at least one verified work email, 4,341 across the full list. Contacts re-verify on a rolling cadence, and each contact's own verification date is shown inside RevenueBase.
Refresh: This page's figures were pulled from the company graph on September 2, 2026. Lists refresh periodically as the graph is re-checked.
Corrections: Wrong category, wrong headquarters, or a company that has closed? Use “Report an issue” on any row. Reports go to the RevenueBase Data Team and feed back into the company graph.

Financial wellness platforms by metro

Financial wellness platforms in New York62
Financial wellness platforms in San Francisco32

Frequently asked

How many financial wellness platforms are there based in the United States?

RevenueBase identified 661 financial wellness platforms headquartered in the United States as of September 2026, matched on each company's own description of what it does rather than its industry code.

What is the largest company on this list?

Goldman Sachs Ayco, headquartered in Cohoes, tops this list with the largest team on record.

Which city has the most financial wellness platforms?

New York leads with 62 headquartered companies, followed by San Francisco (32) and Chicago (24).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work the top results, verified emails and direct dials included. Upgrading unlocks all 4,341 verified decision-maker contacts tracked across these 661 companies.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on September 2, 2026.

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About this data

RevenueBase is a B2B data infrastructure company. Its company graph covers 60 million companies and 398.9 million professional contacts, with emails verified on a rolling cadence rather than scraped once and left to decay. These company lists are generated directly from that graph with RevenueBase SmartSearch, the same natural-language company search every RevenueBase user has: describe a market in plain words, get the companies that match, and add verified emails and direct dials for the people at them. It is the same data that powers RevenueBase's B2B data products, and a free account includes 500 credits to start. How these lists are built and judged.