As of August 2026, Latka tracks 2 financial wellness software companies with $100M+ in annual revenue. They have combined revenues of $412M and employ 1.9K people. They have raised $1.1B.
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 2 of 2 companies ranked by annual revenue.
New York, New York, United States
DailyPay is an American technology company that provides payroll services such as on-demand pay, allowing employees to access earned wages before payday.
Pune, Maharashtra, India
OneCard is a mobile-first credit card platform that enables users to manage credit cards issued by RBI-approved banks and financial institutions, allowing for end-to-end management and control over credit options.
Latka tracks 2 financial wellness software companies with $100M+ in annual revenue. Together they generate $412M in annual revenue and employ 1.9K people.
DailyPay is the largest, with $235M in annual revenue, founded in 2015.
The average financial wellness software company in this list makes $206M a year, across 2 companies with reported revenue.
Ranked by annual revenue, the leaders are DailyPay and OneCard.
The 2 financial wellness software companies with $100M+ in annual revenue tracked here have raised $1.1B 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
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