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Financial wellness, rooted in impact.

Financial wellness isn't just a nice-to-have anymore—it's imperative.

Together, our flexible financial education program paired with our strategic partnership enables organizations to create measurable impact—both for their people and their bottom line.

Our Solutions

Financial Wellness That Works

5M+ People Educated

96% Helpfulness Rating

70% Reduced Financial Stress

Education built on real trust and experience.

For 15+ years, we've been the go-to partner for organizations serious about financial wellness. We're backed by Aztec, a leader in adult education for four decades. Our content is comprehensive—covering everything from basic budgeting to complex equity strategies—and completely independent. No product sales, no hidden agendas, just unbiased education your people can actually trust. That's education that sticks.

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A partner who shows up and drives results.

You're not looking for more software—you need real impact. Beyond our platform, we bring strategic guidance, launch support, and ongoing optimization to ensure your program actually works. We work alongside you to hit the results that matter—whether that’s higher participation, improved retention, or measurable ROI. Consider us an extension of your team, because that's how we show up.

Partnership Approach

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Don’t just take our word for it:

“A proven, comprehensive financial platform like Enrich will give our employees the education needed to design their own path to financial wellness while decreasing their stress, reducing health care costs and improving workplace productivity.”

Deborah B. Goldberg
State Treasurer - Commonwealth of Massachusetts

“Enrich is part of Allegacy’s digital strategy to meet members’ needs wherever they are,” said Lori Timm, Allegacy financial education manager. “Further, this partnership helps us fulfill our brand promise of doing the right thing for the wellbeing of our employees, members and the broader community.”

Lori Timm
Financial Education Manager - Allegacy Federal Credit Union

“Frequently updated content, commitment to making it the best platform out there, and openness to feedback and ideas. What was very important to us was the flexibility of iGrad; it allows us to use the site in ways no other product did.”

Chris Conway
Director, Financial Education Initiatives - University of Phoenix

“iGrad offers high quality, relevant financial literacy content paired with an intuitive platform that works well for both teachers and students. The real time grading and reporting tools make it easier to monitor progress, and the iGrad team is consistently professional, responsive, and collaborative.”

Phillip Deiter
Teacher - Whiteland Community High School, Indiana

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