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Top 56 Financial Wellness Software SaaS Companies in May 2026

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.

Companies
56
Revenue
$1.2B
Funding
$2.4B
Employees
8K

Filters

Sorting: Highest -> Lowest

Filters

Top Financial Wellness Software Companies

Showing 10 of 10 companies ranked by annual revenue.

1
BrightDime

Charlotte, North Carolina, United States

Provider of a personalized Web-based platform designed to track and analyze financial wellness of employees. The company's financial wellness program creates personal financial awareness, produces relevant education tools and offers personal coaching to each employee enabling users to analyze financial assets, manage financial portfolios, streamline financial accounts and make financial decisions.

Revenue
$990.9K
Customers
-
Year founded
2013
Funding
-
Team size
8
Growth
22.79%
2
Saasu

Galston, NSW, Australia

Online accounting apps that have managed over 200 Billion of transactions. Made in Australian for Aussie small businesses. Great value at $15 per month with invoices, expenses, cashflow, inventory and payroll on all plans. (Supports STP, BAS and Superstream on all plans also).

Revenue
$770K
Customers
-
Year founded
2000
Funding
-
Team size
7
Growth
-
3
EkoHesap

Istanbul, Turkey

Developer of an online Saas software intended to simplify the accounting processes. The company's platform performs pre-accounting, financial, tax declarations, payroll, e-government transactions and depreciation, enabling micro SMEs and small businesses to instantly calculate debt, profit, sales, etc.

Revenue
$710.3K
Customers
-
Year founded
2017
Funding
-
Team size
2
Growth
121.36%
4
OctaveWealth

San Francisco, California, United States

The honest 401(k). Helping employees keep more of their retirement savings.

Revenue
$644.2K
Customers
-
Year founded
2012
Funding
-
Team size
3
Growth
36.95%
5
Salusion

New York, New York, United States

Salusion is a SaaS company focused on maximizing HSA tax savings for consumers and their employers.

Revenue
$627.8K
Customers
-
Year founded
2020
Funding
$100K
Team size
5
Growth
99.12%
6
Money Intelligence

United States

Money Intelligence is reinventing the 401(k) and fighting to turn 401(k)s into something employees love, instead of a hassle with high fees, poor investment choices, and complicated financial decisions. Money Intelligence's automated advisory platform provides every employee with the investment advice they need to invest successfully for their retirement. Giving your employees the best benefits shouldn't be limited to only the biggest companies. Money Intelligence also automates plan administration responsibilities for companies, so entrepreneurs can focus on building their companies and not on administering their benefits.

Revenue
$550K
Customers
-
Year founded
2012
Funding
-
Team size
5
Growth
-
7
MONIWELL, SPC

San Diego, California, United States

Real People. Real Timing. Real Action. Our partners power the solutions. Moniwell powers the action. For decades, financial wellness has been the promise—but for many employees, especially those not logging in or raising their hand, reality is still the problem. Moniwell is a new kind of engagement engine, built to meet people where they are—emotionally, behaviorally, and logistically. We don’t build dashboards. We don’t ask people to download another app. We deliver timely, trusted, employer-branded messages—via SMS, web, and real-time micro-journeys—to reach the 80% of employees most platforms miss. ✅ Reach: We engage the deskless, the distracted, and the underserved with auto-enrolled SMS journeys. ✅ Relevancy: We use AI to deliver support in the moment it matters—not just the quarter it’s planned. ✅ Results: We connect people back to the benefits, tools, and partners they already have—so great solutions actually get used. Our industry partners power the solutions. Moniwell powers the action. Whether it’s retirement tools, student loan support, coaching programs, or emergency savings—we don’t replace. We activate. And we help employers listen along the way—surfacing data points and emotional signals that inform benefit strategy and show where people need support most.

Revenue
$440K
Customers
-
Year founded
2020
Funding
-
Team size
4
Growth
-
8
Goodly

San Francisco, California, United States

Student loan repayment as an employee benefit.

Revenue
$294.6K
Customers
-
Year founded
2018
Funding
-
Team size
1
Growth
26.5%
9
ZipBooks

United States

Provider of online accounting software designed to help companies to manage cash flow. The company's software offers a fee-based bookkeeping service, which helps to keep books current, manages payroll taxes, handles employee self-onboarding and looks for tax deductions, enabling businesses to categorize expenses and keep up-to-date with the financials.

Revenue
$254.2K
Customers
-
Year founded
2015
Funding
-
Team size
4
Growth
-
10
Bullet

Dublin, Ireland

BulletHQ currently consists of two products: Bullet Accounts and Bullet Formations. Bullet Accounts:Bullet reduces stress, costs and provides more control by automating your accounts. Bullet is a fully functioning accounting and payroll product for the SME market. It is currently the first and only full online accounting solution that generates all tax returns. The key goal of Bullet is to remove the need for an accountant to be involved in the day to day running or end of year returns for a small business. Bullet does this by auto-generating and populating all the tax and year end returns for a limited company or sole trader, from VAT and PAYE returns right through to the Annual Return and Corporation Tax Return. The value statement is we reduce costs from 2,000 a year to 350, and don't require the customer to have any accounting training to achieve this. Bullet Accounts is a SaaS model with two price structures: 12.95pm for a Sole Trader and 29.95pm for a limited business.Bullet Form

Revenue
$67.8K
Customers
1M
Year founded
2012
Funding
-
Team size
2
Growth
26.5%

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