AssetAlign is a zero-cost financial wellness platform that delivers a personalized financial plan and a matched fiduciary advisor to every single employee — regardless of where they are in their financial journey. And it returns real money back to your company every year. No fees. No catch. No lift for your team.
Employees don't know where to start — so they don't. Financial tools sit unused inside portals no one visits.
You add a benefit, but can't show leadership what it's doing. Hard to justify the spend at budget time.
Employees who need financial guidance most are the least likely to seek it out without a structured path.
Financially stressed employees are 2x more likely to be looking for a new job within the next year.
We build a financial profile for each employee based on their individual situation — then match them with a vetted fiduciary advisor specifically suited to where they are in life right now.
Every employee receives a personalized financial plan at no cost — built around where they are right now, not where they think they should be. Debt-heavy or debt-free. Just starting out or years ahead. Every single one.
Choosing to work with their advisor is 100% voluntary. Employees who do engage do so on their own terms — no pressure, no mandate.
As employees engage, they earn Financial Wellness Credits redeemable for real-life goals — life insurance, a home down payment, and more.
Hi Sarah — your employer has made AssetAlign available to connect you with a trusted financial advisor at no cost to you.
We've pulled your info from your employer. Let's take 2 minutes to get you set up.
Employee name and company info are pre-populated — zero friction to start.
The entire flow adapts around the employee's #1 financial priority.
Full advisor profile — bio, credentials, specialties, client stats, and a direct scheduling link.
The experience meets every employee where they are — whether they're focused on debt, savings, retirement, or just figuring out where to start.
AssetAlign sits outside your existing benefits structure — no plan amendments, no carrier coordination.
We handle all employee outreach, onboarding messaging, and advisor introductions directly.
Live in days using a simple employer data file — no API build, no IT project required.
No renewals, no billing, no support queue. AssetAlign runs in the background — HR is not in the loop unless they want to be.
AssetAlign is free to the employer and free to the employee. Nothing to approve at budget time.
We pre-populate each employee's profile — they arrive at a personalized experience, not a blank form.
Once matched, each employee gets a direct link to book their complimentary financial plan session — no waiting, no back-and-forth, no HR coordination needed.
There's an employer-side benefit built into AssetAlign that most teams don't expect. We'll walk you through it on our call.
Track participation rates, plan completions, and advisor connections — data you can share with leadership.
Implementation is fast. Your employees can start their financial plans within the same week you say go.
AssetAlign includes a unique employer benefit that goes well beyond what most HR teams expect from a wellness program. We'd rather walk you through it than put it in a deck.
No line item. No renewal negotiation. AssetAlign is free to the company and free to every employee — there is no budget ask, now or in the future.
Financial wellness is the #1 benefit employees say they wish they had. Adding it gives you a competitive edge at the offer stage and keeps people from leaving.
Track participation rates, plan completions, and advisor connections. Report to leadership with numbers — not anecdotes.
Works alongside your 401(k), EAP, and health benefits — AssetAlign ties them into one cohesive financial wellness story without replacing anything.
AssetAlign is structured to work within your existing benefits framework. No plan amendments, no fiduciary liability added to HR. Employer makes it available — that's it.
No IT project. No open enrollment cycle. We onboard your employees and handle everything — your team is in the loop only when you want to be.
AssetAlign is ready to go live within days. No open enrollment cycle. No IT integration required. Just a benefit your employees will actually use — and data to prove it.
A quick 30-minute walkthrough with our team — we answer your questions and confirm fit for your organization.
We generate a personalized financial profile for each member of your team — no IT build, no HRIS integration, no work on your end.
We handle all onboarding and communication. Your employees start their financial plans — HR doesn't lift a finger.