Vault by Financial Footwork
Vault by Financial Footwork: A broad employee financial wellness suite with AI learning and advanced employer reporting. Ranked #17 of 28 in Employee Financial Wellness Software by our editors (7.5/10); pricing: Pricing on request; best for AI learning and advanced employer reporting.
At a glance
- Editor score7.5 / 10
- PricingPricing on request
- Best forAI learning and advanced employer reporting
- Coaching accessOne_to_one
- Facts checked21 Sep 2026
Where it wins
- AI-personalized learning pathways and coaching through Earnie
- Planning tools cover budgeting, debt, retirement, auto, and student loans
- Aggregated dashboards and downloadable executive reports for employers
Where it doesn't
- Pricing is contact-sales and based on employee count and program tier
- Access is limited to the web platform
- Named integrations are HRIS and SSO
Our verdict on Vault by Financial Footwork
Vault by Financial Footwork is an employee financial wellness platform for employers and HR teams. It brings together personalized financial education, on-demand courses, budgeting and debt-payoff tools, retirement planning resources, affordability, auto, and student-loan tools. Employees can also complete financial health, stress, and money-personality assessments, receive AI coaching through the Earnie money coach, and follow action plans with progress tracking. The vendor positions Vault for organizations ranging from 50 to 5,000+ employees and supports optional live workshops, webinars, seminars, and keynotes.
According to the vendor’s pricing information, Vault is sold as a subscription with pricing based on employee count and program tier, and buyers request a quote. The plan structure is therefore oriented around organizational size and program scope rather than published numeric tiers. For employers evaluating the product, the key value is the combination of learning, planning, assessments, coaching, and employee action plans in one workplace program. Organizations that need a clearly published price table should expect a sales-led buying process instead.
The employer side is a major part of Vault’s offering. HR teams receive workforce engagement and financial-wellness analytics, aggregated dashboards, and downloadable executive reports covering engagement, financial readiness, and outcomes. HRIS and SSO integration support employee access within an organization’s existing systems. Vault is a strong fit for employers seeking AI-guided learning and advanced reporting across a broad financial-wellness program. It may be less suitable for teams seeking a mobile-first product, a narrow single-purpose tool, or a short self-serve purchasing path.
Vault by Financial Footwork pricing
Vault by Financial Footwork fact sheet
| Free plan | Not verified |
|---|---|
| Paid from | Not verified |
| Education content | Yes |
| Financial planning | Yes |
| Coaching access | One_to_one |
| Financial health tools | Yes |
| Employer reporting | Advanced |
| HRIS integrations | Yes |
| Available platforms | Web |
| Deployment | Cloud |
| Platforms | Web |
| Support | Phone |
| Built for | Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 2 integrations: HRIS, SSO |
| Pricing | Pricing on request (source) |
| Website | financialfootwork.com |
| Facts checked | 21 Sep 2026 |
Vault by Financial Footwork integrations
Vault by Financial Footwork lists 2 integrations on its own site.
- HRIS
- SSO
Alternatives to Vault by Financial Footwork
- nudgeA broad employee financial wellness platform with coaching, action plans, and analytics.9.4
- BrightPlanA broad, mobile-first financial wellness platform pairing AI coaching with certified advisors.9.3
- Financial FinesseA mature employee financial wellness program combining CFP coaching, AI guidance, and workforce reporting.9.1
See all Vault by Financial Footwork alternatives →
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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