Top 10 Financial Wellness Software Companies With $5M–$10M Revenue (August 2026)

Bengaluru, Karnataka, India

At Kredily we are building the next generation platform to serve India's 45 million strong SMB segment. Our freemium model makes HR and Payroll accessible to everyone. The employee-first approach is the core of our disruptive monetisation model of offering financial products to the employees. By providing free HR and Payroll solution to the companies we want to democratise HR Tech and Fintech for Digital India. We are backed by a top VC fund, and have 18000+ companies registered on our platform in a short span of two years. We are a startup that offers an exciting opportunity to build a product that impacts the lives of millions of Indians.

Omaha, Nebraska, United States

CFO Systems delivers responsive financial, HR, and operations expertise for organizations across the U.S

Miami, Florida, United States

Payroll-backed loans and cash advances in Latam

San Francisco, California, United States

We give employees cash advances for their 401k match and ESPP

Oakland, California, United States

We're building Grid to help hard-working Americans. We're starting by giving back the money you overpay in taxes today, not next year. Use that extra cash to save for a home upgrade, make the holidays a little brighter, or just give yourself a treat. Grid has already helped thousands of people get a little closer to their dreams. And we're just getting started.

Dubai, Dubai, United Arab Emirates

Paynest is a payments amalgamator and a financial technology company focused on digitizing cash collection. They develop a one-stop-shop financial well-being platform for employees, offering services like salary advances and expense management.

Coimbatore, Tamil Nadu, India

Empowering SME's with innovative and creative IT solutions and overcoming traditional growth barriers of SME's with the state of art tools Effitrac has been engineered to aid the businesses to stay ahead of the competition and to reinvent the way they work. Effitrac is currently offering 27+ modules across financial accounting, sales, purchase, hr, payroll, CRM, project management, process & discrete manufacturing for various industries having happy customers in four countries (India, United Arab Emirates, Kingdom of Saudi Arabia & China) Call us now to understand how Effitrac has enabled SME's with new ways to deal with the business tasks from anywhere anytime. Effitrac offers both SaaS & Standalone solutions to its customers with multilingual support. Visit us @ www.effitrac.com for additional details. Reach out to +91 97871 55333 / +91 97872 55333/ [email protected] for the partnership program to empower SME's We are offering tailor-made solutions for following industries.

São Paulo, Sao Paulo, Brazil

Salary advance to employees in Brazil.

New York, New York, United States

Financial services firm providing the staffing industry with simplified back office and funding solutions to help them operate efficiently

Paris, Île-de-France, France

Maximisez le pouvoir d'achat de vos salariés avec Klaro ! En moyenne, chaque foyer passe à côté de 110 € d'aides mensuelles auxquelles il a droit. Grâce à notre plateforme, les entreprises permettent à leurs salariés de recevoir ce complément de revenus qui leur est du. Tous les salariés sont concernés : notre plateforme intègre plus de 2100 aides nationales, régionales ou locales, ainsi que des aides propres à chaque entreprise. Les démarches administratives pour demander ces aides sont gérées simplement depuis la plateforme et nos experts accompagnent individuellement vos salariés pour les obtenir.