The wellness benefit employees want.

A cost-effective way to reduce employee stress while improving productivity and retention.

How MoneySwell Fits In

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“What’s key is to find unbiased education and guidance from financial-health consultants that are not associated with the sale of any specific financial products.”

- Harvard Business Review, January 2024

“Our business model: Charge a reasonable fee for a great product. Our mission: Improve people’s lives through financial education & provide the tools to put it into action. ”

- Ryan Lillis, MoneySwell Co-founder & CEO

“We wanted a product showing a clear view of the entire personal financial picture, not just investments. MoneySwell is a holistic solution that’s proven easy to jump into.”

- Matthew King, Our Common Foundation

Employer Pricing

We believe in transparent pricing.

  • Three ways to Purchase: MoneySwell can be purchased based on employee headcount (steepest discount), or desired volume of licenses.
  • No Fees: Unlike other tools offered to employers, MoneySwell doesn’t charge any startup fees.
  • Getting started is simple: Users simply sign up with your company’s access code and get going. See our “Benefit FAQs.”

By Employer Headcount

Description: Purchase based on organization headcount at the steepest discount per license.

Best For: Organizations looking for the steepest per license discount.

Employer Cost per License: Ranges between $15 – $75 per license. See table below.

By Desired Volume

Description: Purchase a self-selected number of licenses for the year at a discount.

Best For: Organizations looking to purchase a set number of licenses at a discount.

Employer Cost per License: Ranges between $75 – $90 per license. See table below.

Employee Self-purchase

Description: Provide employees the opportunity to purchase at 25% off the annual consumer price.

Best For: Organizations looking to enhance their benefits package at a $0 cost to the employer.

Employee Cost per License: 25% off an annual MoneySwell membership.

Headcount Pricing Table

Headcount Annual Per Employee Cost
1+ $95
10+ $75
50+ $65
100+ $55
500+ $40
1,000+ $30
5,000+ $15

Part Time & Seasonal Employees

When included in your agreement, part time and seasonal employees are counted at 50% toward your Headcount number. Example: 100 part time or seasonal employees = 50 added to Headcount. This reduces your total annual costs.

Volume Pricing Table

Volume Annual Per Employee Cost
1 – 9 $95
10 – 499 $90
500 – 4,999 $85
5,000+ $75

Getting Started

If you’re interesed to learn more, simply schedule a time for a quick chat or complete the form below and we’ll be in touch.

Let’s Have a Chat!

If you prefer, complete the form below and we’ll be in touch.

What’s Included with MoneySwell?

  • All features in the MoneySwell platform and all future updates
  • Quarterly Invite-only Financial Wellness Webinars
  • Dedicated Customer Success Manager
  • Optional virtual or onsite kickoff to ensure your employees are set up for success