Managing Your Money Made Easy

Saving money and building wealth starts with your habits. Small, consistent actions in the right direction can lead you to a happier, healthier, and wealthier you.

LEARN

Education at your fingertips to build your financial knowledge and confidence.
MANAGE

A seamless way to track spending and manage your finances that will make a meaningful impact on your money habits.
GROW

Set goals and see progress as you build a strong relationship with money. Laying a financial foundation that will allow you to grow your wealth.

VIEW SOLUTION

$500

Identified Savings Threshold for Significant Impact

Our research has shown individuals with $500 or more in savings are happier healthier, and have better nutritional habits.

85%

Employees Currently Experiencing a Life Event

At any given time 80% of the workforce is experiencing a major financial life event, from having a baby to buying a home or adult children moving home.

3x

More Likely to Have Mental Health Issues

Our research with the Lenux Health Research Institute has shown individuals that are financially insecure are 3X more likely to have mental health issues.

25%

Employer Benefit Participation Increase

Our clients see on average a 25% increase in employee participation in their benefits programs when partnering with MoneyWellth.

Finances are boring. Building wealth isn’t.

MONEY KNOWLEDGE

TRACKING SPENDING

MONEY MATTERS EXPLAINED

INCREASING YOUR NET WORTH

PROCESS

Healthy money habits start with daily behaviors

MoneyWellth is architected by behavior change principles to help you stay on top of your daily goals and create lasting habits which lead to financial freedom.

Start Changing Your Relationship With Money Today

Build better money habits and a lasting positive relationship with money.

Simple

Learn more, save more, and seamlessly track your spending on the go.

Smart

Connect your accounts and go. Designed by experts and backed by research, leading you to a healthier and wealthier life.

Secure

With 256-bit encryption and multi-factor authentication, top-level security gives you peace of mind.

Track Your Net Worth

All of your accounts in one place – effortlessly see your spending habits categorized at an easy-to-digest glance.

WORKPLACE

When your employees thrive, your business thrives

Don’t just provide employees with benefit offerings; empower them to engage, grow, and thrive at your organization.

31%

Employees reporting less stress because of the financial wellness benefit

3x

Reported increase in productivity at work when effectivley managing a major life event

88%

Say their employees were interested in a financial benefit solution

2x

Increased participation in employee 401(k) offering

RESEARCH

Data-Driven – Proven Methods – Powerful Results

MoneyWellth’s research-driven approach continually provides new and meaningful insights that positively impact the health and financial wellbeing of it’s users

Connect with us

Do you want to talk to see how we can help your employees and business? Complete the form and a member of our team will contact you shortly.

Better Money Habits
Start Here