Enrich
Enrich: A structured employer platform combining financial education, guidance, tools, and analytics. Ranked #9 of 26 in Financial Wellness Software by our editors (8.3/10); pricing: Paid; best for employers wanting structured education and analytics.
At a glance
- Editor score8.3 / 10
- PricingPaid
- Best forEmployers wanting structured education and analytics
- Free planNo
- Paid from$20/mo
- 1:1 coachingYes
- Founded2009
- Facts checked20 Sep 2026
Where it wins
- Personalized learning paths, recommendations, and time-based action plans
- Courses, calculators, assessments, videos, and interactive financial tools
- Employer reporting, analytics, gamification, and API options on Enterprise
Where it doesn't
- No free plan is available
- Professional and Enterprise features require higher-tier plans
- Annual billing is used for the displayed monthly plan prices
Our verdict on Enrich
Enrich is financial wellness software from iGrad LLC for employers, municipalities, financial institutions, educators, and financial professionals. It combines financial assessments, personalized recommendations, education courses, calculators, interactive modules, videos, behavioral assessments, gamification, reporting, and action plans. Its subject coverage includes budgeting, saving, debt management, retirement planning, student loans, emergency funds, credit, home buying, equity compensation, and health savings accounts. The platform is suited to organizations that want structured financial education alongside employee engagement and program analytics.
The published plans show three tiers. Essentials costs $20 per month with annual billing and includes a Financial Wellness Checkup, financial wellness content, personalization and recommendations, 7 essential courses, 8 essential tools, and a monthly summary report. Professional costs $41.50 per month with annual billing and adds stress evaluation and money mindfulness, student loan wellness, quarterly live webinars, 15 Pro Courses, and 15 Pro Tools. Enterprise adds 1:1 financial coaching, a dedicated client success manager, white-label configuration, single sign-on, API and custom reporting, and access to all 25+ courses. There is no free plan, so Enrich is aimed at organizations budgeting for a paid wellness program.
Enrich’s main strength is breadth within structured financial education: assessments can inform recommendations and learning paths, while the Financial Wellness Plan turns goals into time-based actions. Employer reporting and analytics support program oversight, and integrations can connect the platform with employee benefits and HR portals, digital banking and fintech platforms, and other systems through API integrations. Enterprise is the clearest fit for organizations needing coaching, custom reporting, single sign-on, or white-label delivery. Smaller programs seeking a free option or a simpler, narrowly focused tool should look elsewhere, while organizations wanting a configurable education and analytics layer should consider Enrich.
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Enrich pricing
All 3 Enrich plans and prices →
Enrich fact sheet
| Free plan | No |
|---|---|
| Paid from | $20/mo |
| 1:1 coaching | Yes |
| Personalized action plans | Yes |
| Education library | Yes |
| Employer dashboard | Yes |
| Access channels | Web_and_mobile |
| Financial topic coverage | budgeting, saving, debt management, retirement planning, student loans, emergency funds, credit, home buying, equity compensation, health savings accounts |
| Deployment | Cloud |
| Platforms | Web |
| Support | Email, Live chat |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 3 integrations: employee benefits and HR portals, digital banking and fintech platforms, API integrations |
| Pricing | Paid (source) |
| Website | enrich.org |
| Facts checked | 20 Sep 2026 |
Enrich integrations
Enrich lists 3 integrations on its own site.
- employee benefits and HR portals
- digital banking and fintech platforms
- API integrations
Alternatives to Enrich
- BrightPlanA broad employer platform spanning planning, benefits, education, investing, and advisor access.9.4
- nudgeA broad employer financial wellness platform with coaching, action plans, and HR integrations.9.2
- Your Money LineA free employee benefit combining financial tools, education, tax filing, and unlimited coaching.9.0
Also Ranked In
Enrich is ranked in 2 of our directories.
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Featured on iTechGuides
Enrich is listed in our Financial Wellness Software directory. Add the badge to your site — it links back to this page.
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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