Empower your workforce with automated 401(k) management, executive equity strategy, and dedicated 1-on-1 certified financial coaching—all in one seamless platform.
$1.2B+
Assets Under Management
98%
Client Retention Rate
500+
Corporate Partners
Optimum Health Index: 94/100
$248,920.00
401(k) Match
$12,400
Tax Savings
$4,850
Financial Coach Session
Tomorrow at 2:00 PM
Everything employers need to retain talent and everything employees need to achieve long-term financial security.
Zero-friction retirement setup with automated portfolio rebalancing, ESG options, and direct payroll integration.
Learn moreAdvanced tax strategies for RSUs, Stock Options (ISOs/NSOs), deferred compensation, and high-net-worth wealth preservation.
Learn moreUnlimited 1-on-1 access to Certified Financial Planners (CFPs) to build custom roadmaps for debt, home buying, and family wealth.
Learn moreReal-time tax loss harvesting algorithms, HSA/FSA maximization, and automated wealth tracking tools.
Learn moreSee how investing in modern digital wealth benefits reduces costly employee turnover and accelerates employee wealth accumulation.
Estimated Turnover Cost Savings
$142,500
Based on ~15% reduction in voluntary employee attrition.
Avg 10-Yr Employee Retirement Wealth Created
$184,200 / emp
Assuming 7% market return & optimized contribution guidance.
We take on investment management legal responsibility, reducing corporate liability and administrative burden completely.
Seamlessly connects with ADP, Workday, Gusto, Rippling, and 50+ major HRIS platforms without manual file uploads.
Track employee financial health scores anonymously to measure benefit engagement and ROI metrics.
Book 1-on-1 video sessions with unbiased Certified Financial Planners to build personalized lifetime plans.
Clear guidance on when to exercise, tax-efficient selling schedules, and concentration risk mitigation.
Monitor all net worth assets, 401(k) allocations, and automated savings targets in a single encrypted app.
"Digital Wealth Benefits transformed our employee retention. Our staff loved having access to real CFPs, and 401(k) participation jumped from 54% to 92% in less than 6 months."
VP of People, CloudTech Solutions
"The equity compensation planning module saved our executives thousands in unnecessary tax drag. The zero-effort payroll integration made implementation effortless for finance."
Chief Financial Officer, Apex Innovations
"Financial stress was silently lowering productivity across our teams. Offering Digital Wealth Benefits gave our employees genuine peace of mind and financial clarity."
Head of Total Rewards, Global Logistics Co.
Join 500+ forward-thinking organizations delivering high-impact financial benefits to their employees. Request a personalized demo today.
No commitment required. Dedicated onboarding specialist included.