Enrich

Overview

Enrich is a financial wellness program for organizations that want to pair financial education with personalized activities, coaching, and support. It is best suited to employers, schools, municipalities, and financial organizations looking for a customizable program; organizations that need a clear price or security review before engaging should expect a sales conversation.

Key features

Enrich’s library spans more than 5,000 articles, videos, courses, games, calculators, and downloadable resources. It covers practical topics from budgeting and credit to retirement, student loans, home buying, equity compensation, and health savings accounts. The breadth gives organizations material for varied audiences, though the value depends on how well the program’s personalization steers people toward relevant content.

A Financial Wellness Checkup informs recommendations, monthly tasks, money personality insights, and stress score evaluations. Short interactive modules, gamification, contests, and rewards offer multiple ways to encourage participation. Ask Earnie, an AI companion, provides real-time assistance, while one-on-one coaching with certified financial professionals, webinars, workshops, and on-site presentations add human support. This combination is more substantial than a content library alone, but organizations should assess which engagement and coaching options fit their program.

Integrations include SSO, LMS, API, Microsoft Teams, HR and benefits systems, and online or digital banking platforms. White-label branding, custom domains, and the ability to add organizational materials offer useful control over presentation and content. Enrich supports English and Spanish for U.S.-based clients, more than 20 additional languages, and localized content in more than 30 regions.

Pricing

Enrich is a paid product, with pricing noted from $20/mo (annual). The organization plan uses custom pricing based on organization size, needs, and desired customization, with a detailed proposal provided through sales. Program access, implementation support, client success management, updates, and analytics are typically included. That makes the entry figure a starting point, not a dependable budget for a particular organization; teams should request a proposal that clarifies the final investment and scope.

There is no free plan. Organizations that want to evaluate a no-cost option or compare a published free tier will need to look elsewhere. Enrich says security protocols and compliance measures are discussed during the sales process, so buyers should include those questions in procurement review.

Platforms

Enrich supports web, Android, iOS, and API access. Its responsive platform works across desktop and mobile devices, giving participants multiple ways to reach the program. The integrations with workplace and banking systems may help it fit into an existing stack, while the broad integration list makes technical fit worth confirming during implementation planning.

Who it's for

Enrich names employers and municipalities, financial institutions, financial professionals, colleges and universities, and high schools as its primary audiences. Dedicated client success management, ongoing check-ins, optimization, technical support, and troubleshooting suit organizations that want a supported program rather than a self-service content product. The custom proposal model is a better fit for buyers able to evaluate scope with a vendor than for small teams seeking immediate, transparent per-seat pricing.

Pros and cons

• Pros: A library of more than 5,000 items across many financial topics supports broad education programs.
• Pros: Personalized recommendations and monthly tasks combine with coaching and live programming, giving organizations both digital and human engagement options.
• Pros: API, LMS, SSO, workplace, and banking integrations plus white-label options provide ways to align the program with organizational systems and branding.
• Cons: Custom pricing requires a sales proposal, making costs harder to compare or budget from the starting price alone.
• Cons: No free plan means organizations cannot begin with a no-cost tier.
• Cons: Security and compliance review details come through sales, adding a procurement step for organizations that need to assess them before proceeding.

Alternatives

For a broader comparison, browse Financial Wellness Software or Employee Financial Wellness Software.

Choose Financial Finesse if a free plan matters; its employer-sponsored program is paid and typically priced per eligible employee per year by quote. BrightDime offers a free enterprise solution with a 5,000-user minimum, making it a possible fit for very large organizations seeking a free starting point. Clarity FW has a free education plan and a paid Discounts & Rewards option for buyers comparing a free entry tier. FinFit offers a free program for registered members, with availability depending on their employer. Maji offers free or paid individual options after leaving an employer, alongside an employer subscription. Money & Life is free for everyone and includes up to three free 60-minute mentoring sessions. OneEleven LaunchPad is permanently free to organizations, with no enrollment caps or expiration and up to three complimentary coaching sessions per employee. Brightside Financial Care is another freemium option to compare.

Verdict

Choose Enrich if your organization needs a customizable financial wellness program that combines a substantial education library, personalized activities, integrations, and ongoing human support. Its main trade-off is the buying process: custom proposals and sales-led security and compliance discussions are less convenient than a published plan or free tier. Organizations prioritizing broad program capabilities and supported implementation should consider it; those seeking transparent pricing or a free starting point should compare alternatives.