As of August 2026, Latka tracks 25 financial wellness software companies with $10M–$100M in annual revenue. They have combined revenues of $1B and employ 8.4K people. They have raised $1.4B and serve 1.5M customers combined.
Every company below sells financial wellness software to other businesses and is ranked by its most recent annual revenue. Revenue, funding, headcount and customer figures come from CEO interviews on the Latka podcast, public company filings, and Latka estimates where a company has not disclosed a number.
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 25 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.
Austin, Texas, United States
Self Financial is a credit-building platform that works to increase economic inclusion and financial resilience through easy-to-use products that make building credit accessible. Self's signature Credit Builder Account and secured Self Visa® Credit Card issued by its partner banks are designed to enable people to build credit and savings simultaneously. The company also offers free rent reporting to the three major credit bureaus, and utility payment reporting to TransUnion. Self is also the Official Credit Building App of the San Antonio Spurs. Find it on the Apple App Store (250,000+ reviews and an average 4.9 rating) or Google Play or visit Self.inc for more information.
Palo Alto, California, United States
Earnin is a financial technology company that provides earned wage access services, helping members achieve greater financial confidence and independence.
London, England, United Kingdom
Plum Fintech is the developer of Plum, a smart money app that automates the parts of personal finance, helping users save, invest, and manage their budgets.
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.
Latka tracks 25 financial wellness software companies with $10M–$100M in annual revenue. Together they generate $1B in annual revenue and employ 8.4K people.
Wagestream is the largest, with $94.8M in annual revenue, founded in 2018.
The average financial wellness software company in this list makes $41.4M a year, across 25 companies with reported revenue. They serve 1.5M customers combined.
Ranked by annual revenue, the leaders are Wagestream, Self Financial, Earnin, Human Interest and Plum Fintech.
The 25 financial wellness software companies with $10M–$100M in annual revenue tracked here have raised $1.4B in disclosed funding between them.
- 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
Sign up to access all features
Sign up with GoogleSign up with LinkedInAlready have an account? Log in
GetLatka is trusted by 200k+ founders, researchers, and marketers.
No contracts, cancel at any time
