Enrich review
A structured employer platform combining financial education, guidance, tools, and analytics.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Enrich pros and cons
- 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
Enrich fact sheet, pricing and score →
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update