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.”
“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. ”
“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.”
Employer Pricing
We believe in transparent pricing. Our prices are based on employee headcount which directly correlates with our costs. There are no startup fees and getting started is simple. Users simply sign up with your company’s access code and get going. See our “Benefit FAQs.”
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.
Estimate Your Annual Cost
Sign Your Company Up
Signing up is easy. Simply complete the form below and we’ll be in touch.
After we chat and confirm details, we send an order form and invoice. Once paid, you’ll receive an access code and an onboarding email to share with your employees so they can sign up directly.
If your employees have questions, they can check out our Benefit FAQs page or email support@moneyswell.com.
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 Kickoff to ensure your employees are set up for success
Let’s Have a Chat!
If you prefer, you can schedule a meeting directly with us. Or, complete the form below and we’ll be in touch.
in Boulder CO & San Diego CA.