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 18 companies ranked by annual revenue.
London, Greater London, United Kingdom
Wagestream is a financial wellness platform that allows employees to access a portion of their earned wages before payday, providing financial education, savings tools, and pay options.
San Francisco, California, United States
Developer of a fintech platform designed to offer employee expense management, corporate gifting and co-branded debit and credit cards. The company's platform provides a cloud-based neo-banking platform to enterprises, allowing them to issue co-branded debit, credit and prepaid products to employees as well as manage employee benefit and allowances, enabling companies to have greater employee engagement through retail and corporate products.
Stockholm, Sweden
Developer of a pension restructuring platform designed to control old age pension in Sweden. The company's platform easily compares various kinds of pension plans, enabling organizations to find the pension services for their employees.
London, England, United Kingdom
Latin America's largest and fastest-growing financial management automation platform.
Orlando, Florida, United States
Manage accounting staff in the performance of general ledger closing, daily cash management, payroll, accounts payable, accounts receivable, customer invoicing, travel reimbursement, account reconciliations, and fixed asset recording functions. Prepare and issue monthly financial statements, bookings, and profit and loss reports for board of directors.
- 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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