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Enrich

Enrich is a financial wellness program that helps organizations provide personalized financial education with partnership support.

Place
#14 of 28
Score
6.0
Enrich's website

What Enrich is

Enrich is a financial wellness program that helps organizations provide personalized financial education with partnership support. Its library contains more than 5,000 learning items, including articles, videos, courses, games, calculators and downloadable resources. A Financial Wellness Checkup informs content recommendations, monthly tasks, money-personality insights and stress-score evaluations. Engagement features include short interactive modules, gamification, contests, rewards and the Ask Earnie AI companion. Organizations can add their own materials, apply white-label branding and custom domains, and integrate with SSO, LMS, API, Microsoft Teams, HR and benefits systems, or digital banking platforms. The responsive service works on desktop and mobile. It supports English and Spanish for U.S.-based clients, more than 20 additional languages, and localized content in more than 30 regions. Coaching with certified financial professionals, webinars, workshops and on-site presentations are available. Enrich serves employers, municipalities, financial institutions, financial professionals, colleges, universities and high schools. Pricing is customized and provided during the sales process; the listed starting price is $20 a month with annual billing.

Good

  • Library includes more than 5,000 content items.
  • Offers personalized recommendations and monthly tasks.
  • Supports mobile and desktop access.
  • Includes coaching, webinars and workshops.

Watch out

  • No free plan is listed.
  • Pricing is customized during the sales process.
  • Security and compliance details are provided during sales.

Who it suits

Enrich suits organizations seeking personalized financial education for employees, customers, students or other communities. It may also fit programs that need branded content, integrations or access to coaching and workshops.

Verdict

Enrich combines a broad financial education library with personalization, organizational customization and coaching options. Its pricing is tailored rather than listed as a standard plan, so organizations need a proposal to assess the investment.

Plans and prices

From Enrich's own pricing page, checked 4 Oct 2026.

All about pricing
PlanPriceWhat it gives you
Custom organization pricingPriced on requestProgram access, implementation support, client success management, updates, and analytics are typically included; additional services may include white-labeling, coaching, custom content, and events. · Pricing is customized based on organization size, needs, and desired level of customization; a detailed proposal is provided during the sales process.

The facts

Each one read from Enrich's own pages, with the date it was checked.

What it does

Client support
Every client receives a dedicated client success manager, and ongoing support options include check-ins, optimization, technical support, and troubleshooting.checked 4 Oct 2026
Coaching and support
Enrich offers one-on-one coaching with certified financial professionals, live webinars, workshops, and on-site presentations.checked 4 Oct 2026
Content library
The program offers more than 5,000 pieces of content, including articles, videos, courses, games, calculators, and downloadable resources.checked 4 Oct 2026
Customization
Organizations can use white-label branding, custom domains, and add their own materials to the platform.checked 4 Oct 2026
Engagement and AI
The program includes gamification, contests, rewards, short interactive modules, and an Ask Earnie AI companion for real-time assistance.checked 4 Oct 2026
Integrations
Listed integrations include SSO, LMS, API, Microsoft Teams, HR and benefits systems, and online or digital banking platforms.checked 4 Oct 2026
Languages
The program supports English and Spanish for U.S.-based clients, more than 20 additional languages, and localized content in more than 30 regions.checked 4 Oct 2026
Mobile access
Enrich says its platform is responsive across desktop and mobile devices.checked 4 Oct 2026
Personalization
A Financial Wellness Checkup informs personalized content recommendations, monthly tasks, money personality insights, and stress score evaluations.checked 4 Oct 2026
Pricing limitation
Pricing is customized, and the company provides the specific proposal and investment details during the sales process.checked 4 Oct 2026
Security
Enrich says it uses industry-standard security measures and offers details about security protocols and compliance measures during the sales process.checked 4 Oct 2026
What it does
Enrich helps organizations deliver personalized financial education through a financial wellness program and partnership support.checked 4 Oct 2026
Who it serves
Enrich lists employers and municipalities, financial institutions, financial professionals, colleges and universities, and high schools as its primary audiences.checked 4 Oct 2026

The company

Company history
The company says it started as iGrad in 2009 and formed plans for Enrich in 2012.checked 4 Oct 2026
Founded
2009checked 28 Sep 2026

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