Company lists · Data refreshed November 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 Nov 5, 2026 439 companies tracked

RevenueBase identified 439 company matches for financial wellness platforms associated with the United States as of November 2026 and tracks 10,806 professional contacts across them, including 3,069 with verified work emails. New York is the largest hub.

This list covers company matches for financial wellness platforms associated with the United States, found by RevenueBase SmartSearch using the meaning of business descriptions in its company graph at Exact. Ranked by professionals tracked, largest first. Rows show recorded descriptions where available, Exact search membership and the snapshot date. Data refreshed November 5, 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 RevenueBase SmartSearch · Exact Recorded Nov 5, 2026 How this list was built

439Companies

10,806Contacts tracked

3,069Verified emails

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The 25 largest financial wellness platforms based in the United States

Ranked by team size

Top 25 of 439 company matches for financial wellness platforms based in the United States, ordered by professional contacts tracked in RevenueBase, largest first. Recorded Nov 5, 2026. The RevenueBase SmartSearch column shows Exact match membership in this saved search. Click a contact count to view that company's people. Totals use company locations recorded by RevenueBase; the displayed preview is a smaller selection.
#	Company	RevenueBase SmartSearch	Headquarters	Employees	Contacts
1	Goldman Sachs Ayco	Exact match	Cohoes, NY, United StatesHQ recorded Nov 5, 2026	1,001-5,000	1,457 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
2	Vestwell	Exact match	New York, NY, United StatesHQ recorded Nov 5, 2026	501-1,000	633 contacts →
	Exact match “Vestwell is the backbone of the modern savings economy.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
3	Acorns	Exact match	Irvine, CA, United StatesHQ recorded Nov 5, 2026	501-1,000	545 contacts →
	Exact match “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.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
4	RAIN	Exact match	Santa Monica, CA, United StatesHQ recorded Nov 5, 2026	51-200	298 contacts →
	Exact match “Rain is the AI financial health platform tackling the $1.9 trillion problem of employee disengagement caused by financial stress.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
5	Albert	Exact match	Los Angeles, CA, United StatesHQ recorded Nov 5, 2026	51-200	264 contacts →
	Exact match “We believe in making money simple.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
6	Brightside	Exact match	Chandler, AZ, United StatesHQ recorded Nov 5, 2026	51-200	190 contacts →
	Exact match “Brightside created Financial Care, a new category in employee benefits.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
7	Monarch	Exact match	San Francisco, CA, United StatesHQ recorded Nov 5, 2026	51-200	185 contacts →
	Exact match “Monarch is the most comprehensive platform for managing your personal finances.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
8	Winston Benefits	Exact match	Manasquan, NJ, United StatesHQ recorded Nov 5, 2026	51-200	184 contacts →
	Exact match “HR Simplified.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
9	NAYYA	Exact match	New York, NY, United StatesHQ recorded Nov 5, 2026	51-200	144 contacts →
	Exact match “We built Nayya because benefits are broken.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
10	Perkspot	Exact match	Chicago, IL, United StatesHQ recorded Nov 5, 2026	51-200	121 contacts →
	Exact match “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…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
11	Credit Genie	Exact match	Philadelphia, PA, United StatesHQ recorded Nov 5, 2026	51-200	120 contacts →
	Exact match “Credit Genie is a mobile-first financial wellness platform designed to help individuals take control of their financial future.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
12	Tcg, A HUB International Company	Exact match	Austin, TX, United StatesHQ recorded Nov 5, 2026	51-200	119 contacts →
	Exact match “TCG provides valuable financial wellness solutions including wealth management, retirement planning, institutional advisory, identity protection, contract consulting, and more.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
13	Origin	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	51-200	119 contacts →
	Exact match “Origin is your personal AI financial advisor.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
14	Financial Finesse	Exact match	El Segundo, CA, United StatesHQ recorded Nov 5, 2026	51-200	115 contacts →
	Exact match “Financial Finesse is the leading independent global provider of unbiased financial coaching as an employee benefit, driving measurable improvements in employee financial wellness…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
15	Candidly	Exact match	New York, United StatesHQ recorded Nov 5, 2026	51-200	98 contacts →
	Exact match “Candidly was founded in 2016 with a clear mission: help Americans move beyond debt and into wellness and wealth.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
16	Kashable	Exact match	New York, NY, United StatesHQ recorded Nov 5, 2026	51-200	95 contacts →
	Exact match “Kashable is a fast-growing, venture-backed FinTech company that is redefining financial wellbeing for working Americans.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
17	MY Secure Advantage	Exact match	Roseville, CA, United StatesHQ recorded Nov 5, 2026	51-200	88 contacts →
	Exact match “For more than 35 years, My Secure Advantage (MSA) has stood as a leader in financial well-being, empowering employers and employees nationwide with solutions that finally aren’t…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
18	Nivati	Exact match	South Jordan, UT, United StatesHQ recorded Nov 5, 2026	51-200	83 contacts →
	Exact match “Nivati is a multi-pronged wellness solution designed for companies prioritizing their employees' wellbeing.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
19	TF Holdings	Exact match	Irving, TX, United StatesHQ recorded Nov 5, 2026	51-200	80 contacts →
	Exact match “TF Holdings, Inc.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
20	Northstar	Exact match	United StatesHQ recorded Nov 5, 2026	51-200	78 contacts →
	Exact match “We're making it easy for everyone to access affordable, personalized financial advice.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
21	Finfit	Exact match	Virginia Beach, VA, United StatesHQ recorded Nov 5, 2026	51-200	75 contacts →
	Exact match “FinFit was established in 2008 and is a leading provider of comprehensive financial wellness services, catering to over organizations throughout the United States.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
22	Learnlux Financial Wellbeing	Exact match	Boston, MA, United StatesHQ recorded Nov 5, 2026	51-200	70 contacts →
	Exact match “LearnLux is the leading provider of workplace financial wellbeing that blends fiduciary digital planning with access to one-on-one guidance from Certified Financial Planner®…” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
23	Freedompath	Exact match	Montgomery, AL, United StatesHQ recorded Nov 5, 2026	11-50	59 contacts →
	Exact match “At FreedomPath, we’ve built a financial wellness platform that puts you in control.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
24	Money Management Educators, INC	Exact match	New York, NY, United StatesHQ recorded Nov 5, 2026	51-200	57 contacts →
	Exact match “Since 1989, Money Management Educators has been providing our interactive seminars for corporations across the United States – both large and small.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase
25	Brightplan	Exact match	Boca Raton, FL, United StatesHQ recorded Nov 5, 2026	11-50	49 contacts →
	Exact match “BrightPlan provides a leading financial wellness platform that helps employers improve employee financial outcomes and maximize the value of their benefits programs.” Recorded in the RevenueBase company graph · Nov 5, 2026 · View company records in RevenueBase

RevenueBase SmartSearch

Describe a niche business in your own words. RevenueBase SmartSearch compares the meaning of your description with company business descriptions compiled in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit.

This list uses Exact for “financial wellness platforms”. Each Exact match badge shows membership in that saved search; it is not an individual similarity score or a service-quality rating. Recorded descriptions are shown where available.

Showing 25 of 439 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 Nov 5, 2026

28.4%Verified-email coverage

24.6Average contacts per company

1-10Median size (employees)

9.3%Largest-city concentration · New York

Nov 5, 2026Page data refreshed

Companies by employee count

1-10

285

11-50

51-200

201-500

501-1,000

1,001-5,000

5,001-10,000

10001+

Email recency for this list is measured worldwide rather than for United States, so it is reported there. Company counts and contact totals on this page are exact for United States, over 439 companies.

How this list was built

The recorded descriptions help you assess these company matches. Check a company’s website for its current services and locations.

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: Company records associated with the United States whose business descriptions match “financial wellness platforms” by meaning at the Exact setting. Descriptions are compiled in the RevenueBase company graph from public websites, profiles and company information where available; they are not guaranteed quotations from the company's website.
RevenueBase SmartSearch: Describe a niche company in your own words to find businesses by meaning. Exact, Similar, Related and Broad control the breadth of RevenueBase SmartSearch. This saved list uses Exact. Each row's Exact match badge shows inclusion in that search, not an individual score or a service-quality judgment.
Public preview: The public preview omits records without a verified work email. Where headquarters information is recorded, preview rows are also filtered to this page’s location. Dataset totals and geographic summaries describe the full matched records before these preview filters.
Match quality: RevenueBase's August 25, 2026 study assessed 4,198 description/company pairs across matching settings. The publisher reports 86% good or better at Exact. This evaluates the method across queries; it does not audit this individual list. Recorded company descriptions, where available, help you judge each match yourself. Read the full methodology: how the lists are built and what the study measures.
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 displayed company carries at least one verified work email. RevenueBase tracks 3,069 professional contacts with verified work emails across the full matched dataset. 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 November 5, 2026. Lists refresh periodically as the graph is re-checked.
Record context: Company records and descriptions can change. Check the company's website for its current services and locations.

Financial wellness platforms by metro

Financial wellness platforms in New York41

Frequently asked

What is RevenueBase SmartSearch?

RevenueBase SmartSearch finds niche companies by the meaning of their business descriptions in the RevenueBase company graph. Exact, Similar, Related and Broad control how closely companies must fit your description. This list uses Exact for “financial wellness platforms”; each Exact match badge shows search membership, not an individual similarity or quality score.

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

RevenueBase identified 439 company matches for financial wellness platforms associated with the United States as of November 2026, using the meaning of business descriptions at Exact. This is the recorded matched set in the RevenueBase company graph.

What is the largest company on this list?

Goldman Sachs Ayco tops the displayed preview by professional contacts tracked in RevenueBase. Recorded headquarters appear in the company rows.

Which city has the most financial wellness platforms?

New York leads with 41 company records, followed by Boston (16) and San Francisco (15).

How do I get contact information for these companies?

A free RevenueBase account lets you run this exact search and work limited free results with 500 credits to start. Upgrading provides access to the 3,069 professional contacts with verified work emails tracked across these 439 companies; direct dials are available where recorded.

How current is this list?

The list refreshes periodically as the company graph is re-checked. This page's figures were pulled on November 5, 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.