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Top 56 Financial Wellness Software SaaS Companies in July 2026

As of July 2026, there are 56 SaaS companies in Financial Wellness Software. They have combined revenues of $1.2B and employ 8.7K people. They have raised $2.4B and serve 5M customers combined.

Financial Wellness Software encompasses digital tools designed to help individuals and employees manage their financial health more effectively. These solutions provide users with insights into their financial situation, promote better budgeting practices, and reduce financial stress through educational resources and personalized plans. Primary use cases include providing users with the means to track expenses, set savings goals, and receive financial advice tailored to their individual needs. Common features often include budgeting tools, financial goal tracking, educational modules, and sometimes integrations with payroll or banking systems, to enhance financial awareness and responsibility among users. Typically, the buyers of such software include HR professionals, employee benefit coordinators, and financial wellness program managers, who seek to improve employee satisfaction and productivity through enhanced financial well-being.

Companies
56
Revenue
$1.2B
Funding
$2.4B
Employees
8.7K

Filters

Sorting: Highest -> Lowest

Filters

Top Financial Wellness Software Companies

Showing 10 of 9 companies ranked by annual revenue.

1Kredily logo
Kredily

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.

Revenue
$6.8M
Customers
-
Year founded
2017
Funding
-
Team size
62
Growth
-
2CFO Systems logo
CFO Systems

Omaha, Nebraska, United States

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

Revenue
$6.4M
Customers
-
Year founded
2004
Funding
-
Team size
129
Growth
-
3Monet logo
Monet

Miami, Florida, United States

Payroll-backed loans and cash advances in Latam

Revenue
$6.3M
Customers
-
Year founded
2020
Funding
-
Team size
42
Growth
-
4Lendtable logo
Lendtable

San Francisco, California, United States

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

Revenue
$6.3M
Customers
-
Year founded
2020
Funding
-
Team size
20
Growth
-
5Paynest logo
Paynest

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.

Revenue
$6M
Customers
-
Year founded
2019
Funding
-
Team size
46
Growth
-
6Effitrac Solutions logo
Effitrac Solutions

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.

Revenue
$5.6M
Customers
100
Year founded
2012
Funding
-
Team size
32
Growth
-
7Facio logo
Facio

São Paulo, Sao Paulo, Brazil

Salary advance to employees in Brazil.

Revenue
$5.4M
Customers
-
Year founded
2019
Funding
-
Team size
36
Growth
-
8Agile Partnering logo
Agile Partnering

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

Revenue
$5.1M
Customers
-
Year founded
2017
Funding
-
Team size
8
Growth
-
9Klaro logo
Klaro

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.

Revenue
$5.1M
Customers
-
Year founded
2019
Funding
-
Team size
46
Growth
-

Inclusion Criteria

- Must provide tools for budgeting and expense tracking - Should offer educational resources on financial management - Must integrate with personal or organizational financial data sources - Should have features that enable goal setting for savings and debt reduction - Excludes products that only provide generic financial advice without personalized elements