What is Best Money Moves?

Best Money Moves is a financial wellness platform that companies offer to their employees as a benefit. It aims to reduce employees' financial stress by providing a suite of tools including budgeting, debt management, personalized action plans, educational content, and access to live financial coaches.

Can individuals sign up for Best Money Moves?

No, individuals cannot subscribe directly to the service. Best Money Moves is a B2B platform sold exclusively to employers, who then provide it to their employees as part of their benefits package.

How does the financial coaching feature work?

Employees whose companies have subscribed to the service can schedule confidential sessions with certified financial coaches (such as CFPs or AFCs). These sessions allow them to discuss their specific financial situation, ask questions, and receive personalized advice on topics like debt, credit, saving, and investing.

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Best Money Moves

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financial wellnessemployee benefitsfintechhr techbudgetingdebt managementfinancial planningcorporate wellnessemployee engagementsaas

A comprehensive B2B financial wellness platform designed for employers to help their employees reduce financial stress through budgeting tools, educational content, expert coaching, and personalized financial planning resources.

Try it out

Best Money Moves provides a financial wellness solution that employers offer as a benefit to their workforce. The platform combines technology with human expertise to address employees' most pressing financial challenges, from debt and budgeting to saving and retirement. Users receive personalized action plans, access a library of educational content, and can connect with professional money coaches for one-on-one guidance. This comprehensive approach aims to improve employee financial literacy, reduce stress, and ultimately boost productivity and retention for the sponsoring company. The platform's unique value lies in its gamified, points-based system that encourages engagement and provides employers with anonymous, aggregate data on workforce financial health.

Pros

Combines automated tools with access to live, human financial coaches for personalized support.
Mobile-first design makes it easily accessible for a diverse workforce.
Gamified system with a 'Stress Score' and points encourages consistent user engagement.
Provides employers with valuable anonymized, aggregate data on their workforce's financial stress points.
Covers a wide spectrum of financial topics, from basic budgeting to complex debt management and home buying.

Cons

Pricing is not transparent and requires a sales demo, which can be a barrier for smaller companies.
The service is only available as an employer-sponsored benefit; individuals cannot sign up on their own.
Effectiveness is highly dependent on employee adoption and ongoing engagement with the platform.
The level of features, especially access to live coaching, may vary based on the plan the employer purchases.

Key features

Personalized Financial Action Plans
Budgeting and Debt Management Tools
Live and On-Demand Access to Certified Money Coaches
Financial 'Stress Score' Assessment
Gamified Platform with Points and Rewards
Library of Articles, Videos, and Webinars
Tools for student loans, home buying, and retirement planning
Employer Dashboard with Anonymized Aggregate Insights

Integrations

Benefits Administration PlatformsHRIS SystemsPayroll ProvidersSingle Sign-On (SSO) ServicesEmployee Assistance Programs (EAP)Intranets and Employee Portals

Target audience

Employers, specifically HR departments and benefits managers, looking to offer a financial wellness program. The end-users are their employees who are seeking to reduce financial stress and improve their financial literacy.

Ratings & Reviews

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Key Metrics

Founded

2017

Headquarters

Chicago, USA

Pricing Tiers

Employer Plan

Pricing is typically on a per-employee-per-month (PEPM) basis, customized based on company size and desired features. Includes platform access for all employees, reporting dashboards for HR, and a specified level of access to financial coaching.

Custom

Frequently Asked Questions

Top Alternatives to Best Money Moves

Financial Finesse

A long-standing competitor chosen for its deep focus on unbiased, human-led financial coaching and extensive educational programs since 1999.

BrightPlan

This is a digitally-focused alternative that integrates financial planning with investment management, appealing to employers wanting a tech-centric, robo-advisor style solution.

SoFi at Work

Leverages a massive consumer fintech brand to offer tangible financial products like loan refinancing and investing as part of its corporate wellness package.

Your Money Line (YML)

Competes by offering unlimited, confidential access to a team of in-house financial guides, positioning itself as a direct, human-first support line for any money question.

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