Financial Finesse provides financial wellness benefits within the financial services sector. The company offers financial coaching, utilizing human experts and AI technology, to assist employees in achieving financial security. Financial Finesse serves organizations that aim to enhance their employee benefits with financial wellness programs. It was founded in 1999 and is based in El Segundo, California.

Paperwork is a financial technology company that provides a mobile application designed for credit unions and community banks. The application offers financial health scoring and insights aimed at improving members' financial wellbeing. Paperwork serves the financial services industry by partnering with banks and credit unions to deliver financial wellness programs. It was founded in 2019 and is based in Oakland, California.

Edukate focuses on financial wellness in the employee benefits sector. The company offers a platform that provides data-driven insights and solutions, aiming to enhance financial wellness efforts, engage users, and integrate with existing benefit providers. It serves as a one-stop destination for employees, offering guidance for their financial challenges and connecting them with relevant employer benefits. It was founded in 2013 and is based in Orlando, Florida.

Kaira provides a digital coaching application that utilizes AI to deliver personalized financial guidance and insights. The company serves the human resources and corporate wellness sectors by offering tools that assist in employee retention and attraction. It was founded in 2018 and is based in Montreal, Canada.

Brightside operates within the employee benefits sector. It provides financial care services that combine behavioral science, technology, and support to assist employees in managing their financial well-being. Brightside serves employers who acknowledge the role of financial wellness in their workforce. It was founded in 2017 and is based in Chandler, Arizona.

Acorns is a financial technology company that provides savings and investment services within the fintech sector. The company offers products that enable individuals to save and invest their spare change, plan for retirement through individual retirement accounts, and invest for children with custodial accounts. Acorns serves the personal finance and investment sectors, aiming to assist Americans with financial management. It was founded in 2012 and is based in Irvine, California.