My Secure Advantage Management Team
2 Team Members
My Secure Advantage has 2 executives. My Secure Advantage's current Chief Operating Officer is Daniel Davis.
Compare My Secure Advantage to Competitors
Betterment operates in the investment and savings sector. The company offers automated investing services, high-yield cash accounts, and retirement planning tools. It primarily serves individuals, employers, and advisors. It was founded in 2008 and is based in New York, New York.
NewRetirement specializes in providing financial planning solutions with a focus on retirement planning. Its main offerings include a suite of tools for holistic financial planning, retirement income strategies, investment management, and tax optimization, designed to help individuals take control of their financial wellness. Additionally, NewRetirement offers educational classes, retirement coaching, and financial advisory services to support their clients' planning needs. 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.
Nav.it 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 provides personal finance solutions that include a digital platform and 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 well-being of their employees. The company was founded in 2015 and is based in San Francisco, California.
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.