As of May 2026, there are 56 SaaS companies in Financial Wellness Software. They have combined revenues of $1.2B and employ 8K 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.
Sorting: Highest -> Lowest
Showing 10 of 17 companies ranked by annual revenue.
Rockville Centre, New York, United States
Financial and HR firm for clients who need help scaling business, assistance raising capital or are preparing for exit
San Jose, California, United States
Grokker transforms employee physical, mental, and financial well-being globally through our visually immersive content. Our inclusive community of experts and personalized guidance is proven to strengthen retention by 68%, triple engagement, and lessen the burden on HR teams. With Grokker, each member’s well-being experience is personalized to help guide them to the lowest acuity, highest impact intervention. Our solution seamlessly integrates with your HR team and provides them with ongoing actionable insights. Global organizations like Delta Air Lines, Pfizer, Target, and Domino’s trust Grokker to support the diverse well-being needs of their teams in over 179 countries. Grokker is dedicated to making holistic health and well-being equitable, engaging, and accessible for all.
New York, New York, United States
Level is a fintech company that develops financial products aimed at creating innovative employee benefit solutions. It operates a managed marketplace of advisors and aims to transform the employee benefits landscape with flexible options.
Italy
Trainect is a leading company in the corporate wellbeing sector and supports HR and CEOs in creating a culture of wellness to allow companies to grow sustainably. Through its services and simple, intuitive platform, it offers all workers the opportunity to take care of their health across five areas (mental, physical, emotional, social, and financial). Thanks to continuous assessments and the well-being dashboard, it provides ongoing monitoring and measurement for both users and corporate contacts. Attractiveness to talent, retention, engagement, productivity, and business goals: wellness is an ally in terms of performance, well-being, and social impact. We believe in responsible, shared, and circular wellness. Our goal is to bring this idea into companies to encourage a well-being that starts with taking care of oneself, the people around, and the surrounding environment.
Kolkata, West Bengal, India
RealBooks is a state-of-the-art user-friendly cloud-based accounting-inventory-payroll software designed to empower businesses – big & small, take the better financial decisions every single day. Our compendious features along with exclusive intelligence tools ensure higher business efficiency. RealBooks' vision is to empower businesses – from start-ups to Fortune 500 companies - to take better financial decisions every day. Our Multi-Location accounting and security systems assist in handling real-time data of branches across the globe. With customized approval workflow, prescheduled reports and notifications as well as access to the software on the go (be it the mobile, tablet or desktop) ensures smooth accessibility and productivity. Not to mention the ability to upload documents and ensure a paperless office. RealBooks is compatible with all platforms – IOS & Android with alerts & reports directly being mailed to you. The customizable dashboard allows you to work seamlessly for cash flow & profitability overview. Easy migration of Tally and existing software are made possible via excel or XML, as well as its being GST-enabled makes it the perfect accounting software to have.
Calgary, Alberta, Canada
Link Investment Management provides business solutions for workplace savings, equity, and health plan administration. From our headquarters in Calgary, the Link team delivers group plan solutions to provide better retirements for all Canadians. Our innovative, fully digital, SaaS business solution empowers plan administrators and plan members with simple, affordable, and efficient plan management. We work directly with companies of all sizes and through channel partners to create the best solutions at an affordable price.
San Francisco, California, United States
Developer of healthcare cost transparency software as well as employee healthcare benefits tools. The company's tools ensure transparent comparison of healthcare prices of medical care providers, enabling users to determine the underlying rates for all Medicare providers of both in-and out-of-network as well as employees to avail brief information regarding their benefit programs.
Rio de Janeiro, Rio de Janeiro, Brazil
ZipDin is a fintech company that provides SAAS for banking, financial and private payroll loan services.
London, London, United Kingdom
🥇 WINNER of CIPP's Payroll 'Software Product of the Year!' ⭐ HIGHLY COMMENDED for CIPP's 'Project of the Year!' PayCaptain is a comprehensive SaaS Payroll service and Financial Wellbeing solution, recognised as CIPP's 2022 Software 'Product of the Year' and 2024's Highly Commended 'Project of the Year'. FCA registered and holds the distinction of being the world's first Certified B Corporation Payroll Solution, PayCaptain sets a new standard in payroll excellence. PayCaptain is a multi-award-winning intelligent, real-time payroll solution and service, that enhances processing time, improves visibility and accuracy, whilst providing employees with a unique and innovative Financial Wellbeing toolkit to manage the money they receive in the best possible way. 🚀 The mission: To win the battle against financial stress in the workplace and be the UK’s favourite way to be paid. Whilst providing modern expert payroll, PayCaptain is a payroll solution that incorporates functionality to help people feel in control of their income. With tools and information specifically designed to positively impact the financial resilience for people struggling with money, or vulnerable and low-income employees. PayCaptain collaborates with forward-thinking companies that value the financial health of their workforce. For these innovative businesses, PayCaptain offers an optimised, contemporary, and flexible payroll solution. Through the integration of cloud-based and AI technologies, PayCaptain automates and streamlines processes, resulting in significant time and cost savings while minimising manual errors. Key features: 🏆 Award Winning Cloud Payroll Solution 🤝 Full/Part Managed Service Offering 🤖 AI Exception Checking ⏩ Faster Payments Engine 📱 Interactive & Educational Payslips 🐖 Financial Wellbeing Tools 💷 Funded “Emergency Cash” 📈 Dashboard Reporting ⚡ Seamlessly integrates with popular HR + scheduling systems #FinancialWellbeing #FinancialResilience #Payroll
- 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
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