Who is Enrich for?

Financial Wellness for Financial Institutions
  • Why Enrich?

    • Engage customers with branded financial wellness
    • Educate customers on your products
    • Generate leads / nurture customer relationships
    • Cross-promote your products
    • Measure financial literacy efficacy
Financial Wellness for Employers and Organizations
  • Why Enrich?

    • Add financial literacy to your wellness programs
    • Educate employees on your benefits
    • Increase employee productivity
    • Reduce employee financial stress
    • Measure financial literacy efficacy
Employers and
Financial Wellness for Financial Advisors
  • Why Enrich?

    • Add financial literacy to your client services
    • Generate leads / nurture client relationships
    • Reduce clients' financial stress
    • Measure financial literacy efficacy
Financial Advisors

Watch the Enrich demo video

Enrich cobranded, customizable financial literacy platform Enrich cobranded, customizable financial literacy platform

Customize Your Enrich

Best-in-class co-branding

We use your logo and colors to promote financial literacy as an extension of your brand.

Insanely customizable

Turn features on/off and push custom modules and videos to your Enrich site.

On-call financial counselors

Certified Personal Finance Counselors® ensure employees get the best advice.

  • Enrich Partner - Mutual Of Omaha
  • Enrich Partner - Geico Credit Union
  • Enrich Partner - Humana Health Insurance, Medicare Insurance and Dental Insurance
  • Enrich Partner - Principal
  • Enrich Partner - Virginia Retirement System

Financial Wellness Resources

Here at Enrich we strive to educate people on the latest news in retirement, healthcare, and personal finance. Through careful analysis of the latest trends & strategies in financial wellness we are able to put together provocative resources.

See All Resources
Financial Wellness Resources Financial Wellness Resources

Ready to Enrich the lives of the people you work with?

Enrich The Well Blog

A financial wellness blog by the experts at Enrich

The National Association of State Treasurers Foundation has selected Enrich as the host of the Security Financial Wellness Digital Assessment and Training Platform

The National Association of State Treasurers Foundation is pleased to announce the receipt of a $465,000 grant from the Wells Fargo Foundation to enhance financial education efforts already underway.

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An employee using the Enrich Financial Wellness platform on her computer

More and more companies are concerned with the financial health of their employees, with 62 percent feeling extreme responsibility, which has led to more companies offering some sort of financial wellness benefits.

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A user taking online interactive educational courses on the Enrich Financial Wellness program

As more and more companies are investing in financial wellness, the importance of measuring efficacy is rising. To implement a financial wellness program is an excellent first step. But it is equally important to know how well your program is working.

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A retired couple walking on the beach holding hands while their passive retirement income grows

Stable and relaxing retirement is something many people dream about. Unfortunately, few really expect to achieve it. According to one survey, saving enough for retirement is ranked as the top concern of American workers.

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