Search company, investor...

Founded Year


About My Secure Advantage

My Secure Advantage is a company that focuses on financial well-being programs, operating within the personal finance industry. The company offers unbiased personal finance coaching and educational services, aiming to equip and empower individuals to make sustainable behavior changes for long-term financial well-being. My Secure Advantage primarily serves employees through employer groups, companies, and partners. It was founded in 2000 and is based in Roseville, California.

Headquarters Location

3001 Lava Ridge Court Suite 250

Roseville, California, 95661,

United States



Latest My Secure Advantage News

My Secure Advantage Joins Whil to Alleviate Financial Stress in the Workplace.

Nov 2, 2021

MSA partners with Whil, A Rethink Division, to support the number one cause of stress. MSA announced its partnership with Whil, the digital leader in employee wellbeing and a newly acquired division of Rethink, the global leader in behavioral health technology. Whil added MSA’s financial wellness solutions to its robust offering of employee wellness tools to target one of the largest healthcare cost-drivers for U.S. companies, financial stress. No longer a ‘nice-to-have’ employee benefit, financial wellness programs have become a key component of business strategies across the nation. The correlation between financial stress and overall physical and mental health is direct.1 Chronic stress about employment, debt, budgeting and retirement erodes the quality of life for families and individuals, ultimately affecting work productivity. Companies with financially stressed employees suffer from disengaged and distracted staff, resulting in lower productivity and a slow decline in company vitality. Financial stress caused U.S. businesses to lose half a billion dollars in 2019.1 In early 2021, Whil surveyed its global client base to assess the most pressing concerns related to employee wellbeing. “Financial wellbeing” topped the list. With a shared focus on holistic wellness, Whil found alignment with MSA’s values, and chose MSA’s award-winning financial wellness platform to help transform lives, reduce financial stress, and boost employee productivity. MSA expects to reach millions of members in more than 120 countries through its partnership with Whil. Whil users will have access to MSA’s full suite of digital training tools that offer varying levels of engagement and education. More importantly, members will gain a dedicated ally – a personal Money Coach. Money Coaches set MSA apart from other financial wellness programs and improve results. On average, MSA members working with a Money Coach experience financial stress relief within the first 90 days. And ultimately, the average MSA member experiences the following changes: 76% improvement in their self-reported financial wellbeing.2 40% improvement in how often financial stress impacts their physical health.3 $800+ increase in monthly cash flow.2 45% decrease in time distracted at work due to financial stress.2 $8k reduction in debt.2 6% increase in retirement contributions from annual salary.2 Joe Burton , founder and CEO of Whil, is enthusiastic about the new member experience. “Our clients helped us to identify a very pressing need for employees. There’s no question that financial wellbeing and personal wellbeing are interconnected, so partnering with MSA is an exciting step for us in our mission to help improve lives.” Brad Barron, CEO and founder of MSA, is also excited about this new partnership. “MSA and Whil are both truly passionate about empowering people to live their best lives. We’re excited to work with their clients’ employees to eradicate financial stress for those new members and to help them achieve their financial goals.”

My Secure Advantage Frequently Asked Questions (FAQ)

  • When was My Secure Advantage founded?

    My Secure Advantage was founded in 2000.

  • Where is My Secure Advantage's headquarters?

    My Secure Advantage's headquarters is located at 3001 Lava Ridge Court, Roseville.

  • Who are My Secure Advantage's competitors?

    Competitors of My Secure Advantage include BrightPlan.


Compare My Secure Advantage to Competitors

Betterment Logo

Betterment operates a financial advisory company. The platform offers digital investment solutions such as cryptocurrency investing, automated investing, financial planning, retirement planning, cash management services, and more. The company was founded in 2008 and is based in New York, New York.

NewRetirement Logo

NewRetirement provides a financial planning and management platform. It offers digital coaching, financial advisor, educational classes, life events, and more. It provides solutions for financial services companies, plan providers, employers, and individuals. It was founded in 2015 and is based in Mill Valley, California.


Origin offers a financial planning platform. It creates a personalized financial plan with financial advisors that employees access through an application. It improves employee engagement and retention. The company was founded in 2018 and is based in Boston, Massachusetts. Logo is a company focused on financial health, operating in the financial technology sector. The company offers a financial health app that provides automated financial coaching to help employees transition from living paycheck-to-paycheck to achieving lasting financial confidence. The app includes features such as regular transaction reviews, personalized feedback, and a financial benefits navigator, all aimed at improving the financial well-being of users. It was founded in 2016 and is based in Shoreline, Washington.

BrightPlan Logo

BrightPlan is a company that focuses on total financial wellness in the financial services industry. The company offers a comprehensive personal finance solution that includes an AI-powered digital platform and experienced financial advisors, providing services such as financial planning, budgeting, savings, investing, debt management, retirement, and wealth transfer. BrightPlan primarily sells to businesses, providing them with a dashboard that offers insights into the financial wellbeing of their employees. It was founded in 2015 and is based in San Jose, California.

MassMutual Logo

MassMutual provides mutual life insurance and investment management services to support its clients to achieve their financial goals. The services include life insurance, disability income insurance, family budgeting, retirement planning, and employee benefits packages. The company was founded in 1851 and is based in Springfield, Massachusetts.


CBI websites generally use certain cookies to enable better interactions with our sites and services. Use of these cookies, which may be stored on your device, permits us to improve and customize your experience. You can read more about your cookie choices at our privacy policy here. By continuing to use this site you are consenting to these choices.