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Empower Your Employees To Reach Their Goals.

Empower Your Employees To 
Reach Their Goals.
Improve Their Finances.
Feel More Confident.

Traditional benefits do not adequately address the financial challenges that your employees face. Savology provides personalized financial planning, tools, and education that actually makes a difference.

Savology for Employers - providing financial planning and wellness benefits for employees
Employer financial wellness banner
90% of employees wish their employer provided financial planning benefits.
75% of employees consider new jobs that offer them free financial advice.
52% of employees reported experiencing financial stress while at work.

The only financial wellness platform your employees need.

By joining our employer program, you’ll be able to provide your employees with the following:

Financial plan and report card

Provide employees a personal financial plan and report card that gives insight and direction into their financial future.


Connected financial accounts 

Connect your financial accounts into Savology to get even better recommendations and the most accurate view of your financial situation.


Personalized recommendations

Employees are prescribed next steps and personalized recommendations to make significant financial improvements.


Comparisons and benchmarks

Employees can compare their financial standing to their peers and gain access to nationwide benchmarks.

Live financial coaches

Receive individualized support through live chat or 1-on-1 calls with our in-house financial coaches ready to make a difference.


Literacy resources and tools

Help employees improve their financial literacy with effective tools such as quizzes, calculators, and surveys.

A modern financial wellness benefit.

Savology works with employers to provide a financial wellness benefit that actually makes a difference in their employees’ lives. With Savology, employers get the following: 

Employer administrative portal

Manage users, send custom invites, create groups and more. All directly within the Savology platform. 

Aggregate employee metrics

As an employer, you’ll get access to aggregate metrics to help you optimize benefits, target your financial literacy efforts, and more. 

Custom employer benefits and activities

Integrate employer-specific benefits and activities into your employees’ financial planning process.

Assess and reduce financial stress

Employee financial stress decreases productivity and hurts your bottom line. The Savology platform helps you reduce employee financial stress. 

Request a demo >

Alex Bean

Financial wellness made easy.

Financial wellness couldn’t be any easier than it is with Savology. We’re proud to partner with them and provide our employees with tools and resources that can change their lives.

Financial wellness made easy.

“Financial wellness couldn’t be any easier than it is with Savology. We’re proud to partner with them and provide our employees with tools and resources that can change their lives.”

Alex Bean, Co-founder & CBO

Affordable for you. Free for your employees. 

Financial planning has never been this affordable. Explore our different plans below:

Savology Starter

$0 per month
  • Digital financial plan
  • Comprehensive report cards
  • Personalized recommendations
  • Aggregate employee metrics
  • Employer admin portal access
  • Ongoing financial education
  • Co-branded platform

Savology Plus

$3-$7 per month
  • All Starter features
  • Connected accounts for live updates
  • Live chat with financial coaches
  • Advanced gamification and rewards
  • Share account with spouse or partner
  • Full report card unlocked
  • Add employer benefits and resources

Savology Pro

$7-$15 per month
  • All Starter and Plus features
  • 1-on-1 calls with our financial coaches
  • Onboarding phone support
  • Live personal finance webinars
  • Free estate planning document

Let’s chat about financial wellness!

If you are interested in learning more about how Savology can help your employees improve their financial wellness, fill out the form here and someone from our team will be in touch to set up a demo.

Frequently asked questions (FAQs)

Savology’s platform gives employers a way to provide their employees with a digital financial wellness and planning technology that effectively helps everyday American workers improve their financial wellbeing.

Financial wellness refers to an individual’s overall financial health, which for us, means managing financial-related stress and having control over financial situations in the short—and long—term.

Financial wellness as a benefit refers to an employer providing programs and resources to employees to help improve their overall financial security.

Savology is for employers looking to make a positive impact on their employees’ financial lives. The reality is that financial-related stress affects every aspect of life, but can be especially harmful to work satisfaction and performance. Savology’s tailored solution helps reduce employee financial stress and improve overall productivity.

Savology focuses on holistic financial planning for financial wellness, not just literacy or investment management. Savology combines financial literacy, actionable recommendations, and ongoing professional support in a manner that is accessible and personalized to each employee. In just minutes, employees get a financial plan, holistic report card, personalized action items, financial planning modules, and much more.

Most employers are able to provide their employees with our customized financial wellness platform in two weeks or less. Our onboarding process requires very little upfront effort. You simply provide basic company and employee data, and then work with our success team to determine a game plan for rollout and communications, and we’ll handle the rest of the setup.

We currently offer three different service tiers to accommodate to each employer’s needs, budgets, and employee financial situations. Our plans give you the flexibility to select the feature set and level of additional support that best fits those needs.

If you are interested in learning more about how Savology can help your employees improve their financial wellness, submit your information above and someone from our team will be in touch shortly to set up a call.

Download more information on Savology for Employers


This PDF includes information about onboarding and enrollment, key features, and a plan and price breakdown.