Enrich
What it is
Enrich is a financial wellness program that helps organizations deliver personalized financial education with partnership support. Its learning library contains more than 5,000 items, including articles, videos, courses, games, calculators, and downloadable resources. A Financial Wellness Checkup informs recommendations, monthly tasks, money personality insights, and stress score evaluations. Engagement options include short interactive modules, gamification, contests, rewards, and the Ask Earnie AI companion. Organizations can add their own materials, apply white-label branding and custom domains, and integrate with SSO, LMS, API, Microsoft Teams, HR and benefits systems, and online or digital banking platforms. The responsive service works across desktop and mobile devices. It supports English and Spanish for U.S.-based clients, more than 20 additional languages, and localized content in more than 30 regions. Coaching with certified financial professionals, webinars, workshops, and on-site presentations are available. Enrich lists employers, municipalities, financial institutions, financial professionals, colleges, universities, and high schools as audiences. Pricing is customized based on organizational needs and shared during the sales process, although the listed pricing note says from $20/mo (annual). The company says it began as iGrad in 2009 and formed plans for Enrich in 2012.
For and against
For
- Library includes more than 5,000 learning items
- Checkup informs personalized recommendations and monthly tasks
- Supports white-label branding and custom domains
- Offers coaching, webinars, workshops, and presentations
Against
- Pricing is customized and shared during sales
- No free plan
The verdict
Enrich combines a broad financial education library with personalized recommendations, engagement tools, and coaching options. Organizations should expect customized pricing rather than a published standard plan price.
Who it suits
Enrich may suit employers, municipalities, financial institutions, financial professionals, colleges, universities, and high schools seeking to offer financial education. Its coaching, integration, and customization options may also suit organizations planning a broader wellness program.
Plans and prices
Custom organization pricing
Program access, implementation support, client success management, updates, and analytics are typically included; additional services may include white-labeling, coaching, custom content, and events.
Read 4 Oct 2026 · enrich.org
On the record
- Client support
- Every client receives a dedicated client success manager, and ongoing support options include check-ins, optimization, technical support, and troubleshooting.enrich.org · read 4 Oct 2026
- Coaching and support
- Enrich offers one-on-one coaching with certified financial professionals, live webinars, workshops, and on-site presentations.enrich.org · read 4 Oct 2026
- Company history
- The company says it started as iGrad in 2009 and formed plans for Enrich in 2012.enrich.org · read 4 Oct 2026
- Content library
- The program offers more than 5,000 pieces of content, including articles, videos, courses, games, calculators, and downloadable resources.enrich.org · read 4 Oct 2026
- Customization
- Organizations can use white-label branding, custom domains, and add their own materials to the platform.enrich.org · read 4 Oct 2026
- Engagement and AI
- The program includes gamification, contests, rewards, short interactive modules, and an Ask Earnie AI companion for real-time assistance.enrich.org · read 4 Oct 2026
- Integrations
- Listed integrations include SSO, LMS, API, Microsoft Teams, HR and benefits systems, and online or digital banking platforms.enrich.org · read 4 Oct 2026
- Languages
- The program supports English and Spanish for U.S.-based clients, more than 20 additional languages, and localized content in more than 30 regions.enrich.org · read 4 Oct 2026
- Mobile access
- Enrich says its platform is responsive across desktop and mobile devices.enrich.org · read 4 Oct 2026
- Personalization
- A Financial Wellness Checkup informs personalized content recommendations, monthly tasks, money personality insights, and stress score evaluations.enrich.org · read 4 Oct 2026
- Pricing limitation
- Pricing is customized, and the company provides the specific proposal and investment details during the sales process.enrich.org · read 4 Oct 2026
- Security
- Enrich says it uses industry-standard security measures and offers details about security protocols and compliance measures during the sales process.enrich.org · read 4 Oct 2026
- What it does
- Enrich helps organizations deliver personalized financial education through a financial wellness program and partnership support.enrich.org · read 4 Oct 2026
- Who it serves
- Enrich lists employers and municipalities, financial institutions, financial professionals, colleges and universities, and high schools as its primary audiences.enrich.org · read 4 Oct 2026
