Marketplace: One Stop Shop For Financial Wellness
Financial wellness shouldn’t be overwhelming or out of reach. The Marketplace brings clarity to life's biggest financial decisions by putting trusted resources in one place—advisors matched to each person’s unique style, insurance options tailored to real needs, and tax and estate professionals who take the complexity out of planning.
It’s a simpler, smarter way for employees to feel prepared, protected, and supported.
For employers, the result is a workforce with less financial stress and more confidence. When people know they have the right guidance and coverage behind them, they’re able to focus, engage, and bring their best to the workplace. The Marketplace turns financial wellness into a meaningful benefit—one that empowers your employees and strengthens the overall health of your organization.
How It Works
Onboarding the Marketplace is simple.
Step 1: Employee's complete their profile to see personalized financial insights and unlock their starting roadmap.
Step 2: Employee's engage with tailored tasks and activities to earn credits they can use toward rewards and guidance.
Step 3: Employee's get matched with an advisor whose experience aligns with their goals – and schedule a session at their pace.
Redefining Wellness, One Step At A Time
Bring financial wellness to your workforce. Reduce stress, boost productivity, and show employees you invest in their future with AssetAlign's vetted advisors and turnkey benefits platform.
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Built For Business And Their Teams
Explore tailored financial wellness resources — whether you're here to support your team or invest in your own journey.